Our Team
The Partners
Joseph J. Cahill | Managing Partner, CLU, ChFC
Joseph J. Cahill is the Managing Partner of WorthPartners, First Allied Securities. He has over 16 years experience in Public Accounting, Financial Management and Insurance. He is a member of the National Society of Tax Professionals and the National Society of Accountants. Mr. Cahill is a Notary Public for the Commonwealth of Massachusetts, a Chartered Financial Consultant (ChFC, 1998) and a Chartered Life Underwriter (CLU, 1997). He holds a Bachelor's Degree from Suffolk University (1986) and has his FINRA Series 7 (General Securities Representative) and FINRA Series 24 (General Securities Principal) registrations.
Mr. Cahill is also a Partner of Joseph Cahill & Associates / WorthTax, one of the leading providers of affordable, professional tax preparation services in the Dedham and South Shore areas. Joe has been serving individuals and families with their financial planning needs since 1991.
Joseph Cahill is a registered representative of and offers securities and investment advisory services through First Allied Securities, Inc., A registered broker-dealer, Member FINRA/SIPC.
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Our Management
Winnie Lee | Business Manager & Controller Ms. Lee is a trained tax preparer with several years of experience in tax preparation. She graduated from the University of Massachusetts with a Bachelor of Science in Management Information Systems. Winnie is company's Business Manager and Controller.
Kim Connelly | Director, Investment Client Service Ms. Connelly has worked with WorthPartners for several years and has four years of experience in the financial industry. As the Director of Investment Client Services, she manages account service and changes for our investment clients. Ms. Connelly has a bachelor's degree from Pfeiffer University.
Alex Franch | Tax & Wealth Strategist
Mr. Franch has a diverse background including a Bachelor of Science from Boston College in Mathematics, six years experience in tax preparation, and extensive military service. He has been serving individuals, families, and businesses for several years with tax and financial planning strategies.
Mr. Franch is licensed by the Financial Industry Regulatory Authority (FINRA) with a Series 6, 63, 65, and 7, and by the Commonwealth of Massachusetts Division of Insurance.
Alex Franch is a registered representative of and offers securities and investment advisory services through First Allied Securities, Inc., A registered broker-dealer, Member FINRA/SIPC.
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Ken Michaud | Director, Information Systems Mr. Michaud has worked with Joseph Cahill / WorthTax for two years and has five years of experience in the IT industry. As the Director of Information Systems, he manages the company's information technology infrastructure and security, web presence, and client communication and marketing. Mr. Michaud currently attends Bentley University in Waltham, Massachusetts.
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Meghann Gaynor| Director, Insurance Services Meghann is the Director of Insurance Services at WorthPartners, FAS. She has several years experience in the insurance industry. Meghann attended Bridgewater state University.
At WorthPartners, she helps guide our clients through the process of obtaining life, disability, long-term care, and other insurance products and helps with all service issues related to these policies.
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Jason Pisciotta | Director, Advisory Services Jason is the Director of Advisory Services at WorthPartners, First Allied Securities. He has over 20 years of experience within the Financial Services Industry. Jason strives to provide his clients with an unparalleled level of Wealth Management, Insurance, Financial Planning, Estate Planning, and Business & Succession Planning expertise.
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Thomas Boyle | Tax & Wealth Strategist Mr. Boyle has worked for the company for six years. He graduated from Northeastern with a Bachelor's degree in Finance and Insurance. He has 20 years experience in the commercial credit management industry and ten years experience in the banking industry. He also has extensive experience in tax preparation. As a Tax & Wealth Strategist, he sells life and long term care insurance products, is involved in tax preparation and planning, and is the chief compliance officer for WorthPartners.
Mr. Boyle is licensed by the Financial Industry Regulatory Authority (FINRA) with a Series 65, 7, and 24, and by the Commonwealth of Massachusetts Division of Insurance.
Thomas Boyle is a registered representative of and offers securities and investment advisory services through First Allied Securities, Inc., A registered broker-dealer, Member FINRA/SIPC
