Broker Check

Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Gina Bolvin

President

gina.bolvin@bolvinwealth.com

Gina Bolvin, President of Bolvin Wealth Management Group Inc., has captured the human side of investing.

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Jake Hesson

LPL Financial Planner & Advisor

jakehesson@bolvinwealth.com

Jake joined the firm in 2022 as an Associate. Previously, he was an Investment Banking professional at Canaccord Genuity dealing with mergers & acquisitions in their Software group. Jake graduated from Boston College with a degree in...

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Karen Soule

Para Planner

karen@bolvinwealth.com

Karen Soule has worked in financial services for over 14 years. While she helps with general office operations, she mostly enjoys and specializes in financial planning. With the goal to make the complex simple, she helps clients...

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Michele Hesson

Director of Client Relations

michele.hesson@bolvinwealth.com

Michele Hesson works closely with clients to ensure that their ongoing needs are met.

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William Bernarduci

Partner, Wealth Advisor

bill.bernarduci@bolvinwealth.com

William Bernarduci, J.D. is a wealth advisor who focuses on retirement planning and employee benefit/pension advisory services.
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