Our Team

“Seasoned, credentialed, financial services professionals”

When you choose Cadence Wealth Management, you’ll work with seasoned, credentialed financial services professionals with a broad range of experience and expertise. Our financial services team includes:

  • 4 Certified Financial Planners (CFP®)
  • 6 Chartered Retirement Planning Specialists (CRPC®)
  • 2 Chartered Financial Consultants (ChFC®)
  • 1 Certified Fund Specialist (CFS®)
  • 1 Accredited Wealth Management Advisor (AWMA®)
  • 1 Accredited Domestic Partnership Advisor (ADPA®)

Casey D. Clarke

CFP®, ChFC®, CRPC®, AWMA®

Casey has been in the financial services industry since 1998. He received a Bachelor of Science degree in Business Administration from Bryant University. He has also obtained his Certified Financial Planner, Chartered Financial Consultant®, Chartered Retirement Planning Counselor, and Accredited Wealth Management Advisor designations from the College for Financial Planning® and The American College.

Outside of work, Casey enjoys staying active by cycling, mountain biking, hiking and fly fishing. He resides in Southborough with his wife and children.

Phone: 508.898.0400 ext. 100
Fax: 508.898.0408
Email: casey@cadencewm.com

Casey D. Clarke has obtained his Certified Financial Planner™, Chartered Financial Consultant®, Chartered Retirement Planning Counselor℠, and Accredited Wealth Management Advisor designations

Thomas G. Shiffer

CFP®, CFS®, CRPC®

Tom has over twenty years of experience in the financial services industry. He obtained his CFP®, CFS® and CRPC® from the College for Financial Planning® and The American College and is a graduate of The Pennsylvania State University, where he was a 4-year letter winner on the Track and Field team.

Outside of work, Tom enjoys cycling and staying active. In 2010 he participated in the Pan-Mass Challenge, raising money for children’s cancer research.

Phone: 508.898.0400 ext. 101
Fax: 508.898.0408
Email: tom@cadencewm.com

Thomas G. Shiffer is a Chartered Financial Consultant

Nicholas R. Kraszyk

CFP®, CRPC®, ChFC®, ADPA®

A graduate of Fitchburg State University, Nick has served in a financial advisory capacity since 2006. He obtained the Chartered Retirement Planning Counselor designation from the College for Financial Planning® in 2007, his Certified Financial Planner designation from The American College in 2011, Chartered Financial Consultant® designation from The American College in 2012, and Accredited Domestic Partnership AdvisorSM designation from the College for Financial Planning® in 2013.

Nick spends a great deal of time on fitness and is currently an active participant in the Amateur Athletic Union. He also enjoys soccer and other outdoor activities. Nick lives in Lancaster with his wife and children.

Phone: 508.898.0400 ext. 102
Fax: 508.898.0408
Email: nick@cadencewm.com

Nicholas R Krasyzk has served in a financial advisory capacity since 2006.

Grigoriy Grinshteyn

CRPC®

Greg has been in the financial services industry since 2005, after graduating summa cum laude from Clark University in 2004 with a Bachelor of Arts in Contemporary Russian Politics. Greg acquired his Chartered Retirement Planning Counselor designation from The American College in 2007.

When Greg isn’t at work, he enjoys reading international suspense novels and spending time with his wife, two children and dog. Greg is also an avid sports fan, favoring New York teams.

Phone: 508.898.0400 ext. 103
Fax: 508.898.0408
Email: greg@cadencewm.com

Grigoriy Grinshteyn is a Chartered Retirement Planning Specialist

James Laite

CRPC®

Jim has been working with clients in the financial services industry since 2003. Previously, he was a small business owner for eleven years.

Jim is a member of the Lancaster 4H and enjoys scuba diving, boating and camping. He lives in Lancaster with his wife and children.

Phone: 508.898.0400 ext. 104
Fax: 508.898.0408
Email: jim@cadencewm.com

James Laite is a Chartered Retirement Planning Specialists

Steven J. DeBoth

CFP®, CRPC®

Steve has been in the financial services industry since 2001, after graduating from Marquette University with a double major in accounting and international business and a minor in Spanish. He also completed coursework in Madrid. Steve obtained his CFP® and CRPC® designations from the College for Financial Planning® and The American College.

When he’s not working, Steve enjoys travel, the New England outdoors and photography. He lives with his sons in Barrington, Rhode Island.

Phone: 508.898.0400 ext. 108
Fax: 508.898.0408
Email: steve@cadencewm.com

Steven J. DeBoth is a Certified Financial Planners & Chartered Retirement Planning Specialists

Michael Downey, Jr.

Mike has been working in the financial services industry since 2006. Prior to that, he ran his own tax preparation business. Mike studied accounting and mathematics at Salem State College and the University of Lowell and is currently working towards his AWMA designation from the College for Financial Planning®.

Mike enjoys Crossfit training and cycling and is an avid New England sports fan. He lives in Newton with his wife, daughter and son.

Phone: 508.898.0400 ext. 105
Fax: 508.898.0408
Email: mike@cadencewm.com

Michael Downey, Jr has been working in the financial services industry since 2006.

Aimee C. Osterhus

Aimee graduated summa cum laude from Southern New Hampshire University with a Bachelor of Science degree in Marketing and Finance.

She enjoys running, hiking, a wide range of creative pursuits and spending time with family and friends.  She resides in Upton with her husband, two daughters and husky mix.

Phone: 508.898.0400 ext. 107
Fax: 508.898.0408
Email: aimee@cadencewm.com

 

Meet Vice President of Marketing Aimee C. Osterhus