Meet Our Staff

Stephen A. Dellelo, MBA, ChFC - Steve has 30 years of experience in the finance and accounting industries and over 19 years of experience in financial services.

For the past decade Steve has provided these services to the Massachusetts Medical Society and most recently to the Massachusetts Dental Society.

Steve's in-depth financial experience and understanding of an individual's financial objectives prompted him to create the Pension Income Capability Analysis (PICA) program. He has particular knowledge of retirement planning and asset management, as well as individual estate tax planning. As an Associate Professor at Massasoit College, Steve has taught finance, accounting and personal financial planning. He has published various articles on personal finance and is a reputable speaker on various financial topics.

Steve is a Chartered Financial Consultant (ChFC). He holds an MBA from Babson College and a B.A. in accounting from Bentley College, candidate for M.D. in financial planning. Steve is a member of the Boston chapter Financial Planning Association of Massachusetts. He enjoys music, fishing and golf. Steve is licensed for securities in the following states: MA, NH, ME.RI, VA and FL.

mailto:Sdellelo@nextfinancial.com

Brittany Brier, Director of Operations - Brittany has been at EDFS since August of 2005 and brought with her 3 years of customer service experience, she has evolved within the company to become director of operations and oversees all of the IT operations. She has orchestrated the opening and processing of all clients accounts and continues to serve our clients to the best of her ability. Brittany is responsible for distributing our quarterly newsletters and investment updates. Brittany enjoys spending time with her husband chasing their two boys around.

mailto:Bbrier@nextfinancial.com

Michael T. Silk, Investment Professional - Mike has recently joined EDFS after a career as a Regional 401(k) Sales Director working with firms such as Lincoln Financial Group, John Hancock and New England Financial.

 

Mike has over 15 years experience in the financial services industry, with a concentration in the corporate retirement plan area.  His expertise is in the design, implementation and monitoring of his clients retirement plans. His objective is to design the most effective plan to help his clients achieve their personal retirement goals.

 

Mike holds a B.S. in Marketing from Boston College. He is currently enrolled in the CERTIFIED FINANCIAL PLANNER™ program at Boston University. Mike resides in Holliston, MA with his wife and two sons. He spends his free time playing hockey, golf and woodworking.

 

Mike is licensed for securities and insurance in the following states: MA, NY, NH, ME, CT and RI.

Msilk@easterndentalfinancial.com

Stephen has recently joined EDFS bringing 20 years of experience in finance and accounting with the last 12 years working as an investment professional.  He has developed relationships with numerous non-profit organizations and small businesses to assist in retirement planning based on each individuals needs.

Stephen’s mission is to provide personal retirement and estate planning to his clients by analyzing, developing, and implementing their financial plans.  His focus will be on investments, retirement and college planning as well as life, disability and long term care insurance.

Stephen holds a BS in Economics-Finance from Bentley University and an MBA from Suffolk University.  In his spare time Stephen enjoys to play golf and travel.  He is licensed for securities in MA, NH, ME, RI, & NY.

Sgentile@easterndentalfinancial.com

Jason A. Cooper, CPA, PFS - Jason provides EDFS clients with expert tax and accounting advise combined with a comprehensive knowledge of wealth management from his Personal Financial Specialist designation. 

Jason assists dentists with effective practice management strategies, along with providing Tax Preparation, Accounting/QuickBooks and Payroll services.  Growing up in a dental practice (Jason’s dad and brother are both dentists), has given him hands on experience from cleaning instruments as a child to later advising on succession and tax planning as a CPA.

Jason received a B.S. in Finance and Accountancy from Bentley University and a Masters in Accountancy from James Madison University.  He enjoys staying active, traveling, and spending time with family.  Jason is licensed for Securities, Insurance and as a Certified Public Accountant in Massachusetts.  

jasoncooper@easterndentalfinancial.com