Team Collaboration

George T. Clarke, CPA/PFS℠

Wealth Manager

Phone: 781-884-2345

E-mail: gclarke@uswealthmanagement.com

George brings extensive domestic and international experience in the financial services industry to U.S. Wealth Management. In addition to his role as President of U.S. Wealth Management, he is a Wealth Manager – Personal Financial Specialist℠ for high net worth individuals, families, and business owners. He is also a Board Director of Holbrook Cooperative Bank.

As a Wealth Manager, George and his team deliver personalized client service which includes listening to their clients concerns so they can best tailor strategies to manage their financial futures. Their clients appreciate being able to talk to someone who is willing to listen first so that they can be confident their concerns are being heard. They also serve many of their clients as their financial head coach, coordinating the services of all professionals to fully support their financial situations and working towards all that they want to accomplish.

George previously served as Executive Vice President, Chief Financial Officer, and Director at Moors & Cabot, Inc. While at Moors & Cabot, he was an Allied Member of the New York Stock Exchange. He also has served as Senior Vice President and Controller at UST Corp. and held senior positions with Bank of Boston and Coopers & Lybrand in Boston and London, UK.

Education/Registrations

Bachelor of Science in Accounting from Bentley University
Master of Science in Finance with a concentration in the Management of Financial Service Institutions from the Carroll School of Management at Boston College
Certified Public Accountant
Personal Financial Specialist℠ credential holder
FINRA Series 7 held with LPL Financial and FINRA Series 66 held with LPL Financial and U.S. Financial Advisors, licensed to sell Insurance and held a Series 27, Financial and Operations Principal license

Affiliations/Memberships

Member of the American Institute of Certified Public Accountants
- Member of AICPA’s Personal Financial Planning section
Member of Massachusetts Society of Certified Public Accountants
Member of Financial Planning Association
Member of Financial Executives International
Former member of the New England Banking Institute’s Accounting Advisory Board

CONNECT WITH GEORGE

Richard Ropelewski, CFP®

Wealth Manager

Phone: 781-849-9200 ext. 236

Fax: 781-849-0677

Toll Free: 888-684-1771

E-mail: rrope@uswealthboston.com

Rick focuses on developing comprehensive financial plans for successful individuals, families, professionals and business owners. As a financial head coach, Rick coordinates all elements of your financial situation, such as investments, retirement planning, estate planning, college funding, and risk management. He believes that open communication and trust must be established first, to set the foundation for a long-term relationship that supports your financial goals.

Prior to joining U.S. Wealth Management in 2008, he was a financial planner at Baystate Financial Services. Rick served six years in the U.S. Air Force and also worked as a financial analyst at IBM.

Rick and his wife Martha, a development officer at Boston College, reside in Newton, MA with their daughter Molly and son Peter. Rick enjoys spending time with his family, golfing, and traveling.

Affiliations/Memberships/Education

Member – Financial Planning Association
B.S. in Management from the U.S. Air Force Academy
MBA from New York University

CONNECT WITH RICK

Thomas Lally, CFP®

Wealth Manager Assistant

Phone: 781-849-9200 ext. 241

Fax: 781-849-0677

Toll Free: 888-684-1771

E-mail: tlally@uswealthboston.com

Tom joined U.S. Wealth Management in 2011. He works as a Wealth Manager Assistant, assisting Rick Ropelewski, CFP® with his wealth management practice. Their focus is on developing comprehensive financial plans for successful individuals, families, and business owners. Tom believes a solid plan is critical to a long-term relationship, built on trust and communication, which enables people to reach their personal and financial goals.

Prior to joining US Wealth Management, Tom spent time with the Boston General Office of New York Life. Tom lives in Fairhaven, MA, where he enjoys traveling, cooking, and running.

Education/Registrations

Bachelor of Arts from Stonehill College, Easton, MA
Series 6, 63, and 65 securities registrations held with LPL Financial.

Alan D. Reese, CPA and CFP®

Director of Financial Planning

Phone: 781.884.2322

Mobile: 781.771.8136

Fax: 781-394-6036

E-mail: areese@uswealthboston.com

Alan has over 30 years in commercial and consumer lending, mortgage banking, and financial and accounting services. Alan works with a wide variety of successful individuals, business owners, musicians and organizations. He is proud to tailor personalized financial planning, delivering strategies to manage his client’s financial futures. His full range of financial planning care includes a broad platform of investment, insurance, and retirement services. Through an extensive discovery process, Alan reviews all aspects of your financial world to uncover the known and unknown when helping you compose the right plan for you. This will provide you with real clarity about every financial decision.

Alan spent many years as a senior-level financial and operations executive. Prior to joining U.S. Wealth Management, Alan served as Senior Managing Director and Head of Corporate Operations for Berkeley Point Capital, overseeing commercial servicing, asset management, and special asset management activities. Alan also has extensive experience in public accounting, having served as a Partner with Coopers & Lybrand in their Boston office.

Education/Memberships/Licenses

Bachelor degree in Accounting from University of Wisconsin – Eau Claire
Former Trustee of Berklee College of Music in Boston
FINRA series 7, 63 & 65 registrations held with LPL Financial

Tom Fletcher, CFP®

Director of Investment Strategies

Phone: 781-884-2350

E-mail: tfletcher@uswealthmanagement.com

Tom has been dedicated to serving clients in the financial service profession for the past 35 years. His experience includes investment and wealth planning for high net worth individuals and small businesses, as well as an extensive background in institutional equity trading. As Director of Investment Strategies for USWM, Tom’s key responsibilities include identifying investment opportunities, determining strategic asset allocation, monitoring investment performance, and communicating investment theses to the firm's advisors.

Throughout his career he has held various leadership positions. Prior to joining U.S. Wealth in 2013, Tom spent 23 years as an institutional equity trader for the Fidelity Investments asset management complex of over 250 funds. During that period, Tom was the head trader for many well-known, multi-billion dollar Fidelity mutual funds including Magellan, Equity Income, Low Priced Stock Fund, Fidelity Fund, and the Midcap Stock Fund. He also spent many years as the trading sector specialist in the technology, media and telecom sector. While at Fidelity, he was an integral part of the investment process and collaborated extensively with portfolio managers and analysts, and was responsible for providing profitable trading ideas and implementing successful trading strategies.

Tom also spent three years in institutional sales trading covering large Boston asset managers as an Associate Director at Macquarie Capital, and as a Vice President at Piper Jaffray. At both firms he provided trading expertise and worked closely with a global research team to generate profitable investment ideas for his clients.

Tom’s education includes a Bachelor of Arts at Gordon College and Boston University’s Center for Professional Education Financial Planning Program. Tom is a CERTIFIED FINANCIAL PLANNER^®.

CONNECT WITH TOM

Chrissy McCormack

Client Services Associate

Phone: 781-884-2355

E-mail: cmccormack@uswealthboston.com

Chrissy joins US Wealth Management as a Client Services Associate, coordinating all aspects of the client service experience, project management and day to day operations. She has 22 years’ experience in the financial services industry and has worked for firms such as Babson Capital Management, Deutsche Bank Securities and Scudder Investments, supporting executive level Directors and CEO’s. Chrissy also has a passion for the legal aspect of planning and was recently a Legal Assistant for an Elder Estate Planning Law Firm in Hingham, MA.

Chrissy received her Associates Degree from Katharine Gibbs Secretarial School in Boston with a concentration in Law. During the summer months, she can be found either camping on Bassings Beach or on a boat in Cohasset Harbor with her husband Dan, son Aidan, and their dog Coal, a great dane/black lab mix who thinks he’s a lap dog.

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Team Collaboration

George T. Clarke, CPA/PFS℠

Wealth Manager

Richard Ropelewski, CFP®​

Wealth Manager

Thomas Lally, CFP®​

Wealth Manager Assistant

Alan D. Reese, CPA and CFP®​

Director of Financial Planning

Tom Fletcher, CFP®​

Director of Investment Strategies

Chrissy McCormack

Client Services Associate

George T. Clarke, CPA/PFS℠

Wealth Manager

Richard Ropelewski, CFP®​

Wealth Manager

Thomas Lally, CFP®​

Wealth Manager Assistant

Alan D. Reese, CPA and CFP®​

Director of Financial Planning

Tom Fletcher, CFP®​

Director of Investment Strategies

Chrissy McCormack

Client Services Associate

Richard Ropelewski, CFP®

Thomas Lally, CFP®

Alan D. Reese, CPA and CFP®

Tom Fletcher, CFP®

Richard Ropelewski, CFP®

Thomas Lally, CFP®

Alan D. Reese, CPA and CFP®

Tom Fletcher, CFP®