Mark R. Bossey, CFP®, AIF®
Mark Bossey, CFP®, is a founding partner at BostonPremier Wealth, LLC, in Hanover, Massachusetts. Mark began his financial practice in 1997 after graduating from Stonehill College with a BA in accounting and computer information systems.
Mark obtained his CERTIFIED FINANCIAL PLANNER™ certification, which proves his commitment to providing his clients with personalized services through his high level of financial planning expertise. To gain this certification, Mark passed a comprehensive CFP® Certification Examination, pass the CFP Boards Fitness Standards for Candidates and Registrants, agree to abide by the CFP® Board Code of Ethics and Professional Responsibility and Rules of Conduct, and comply with the Financial Planning Practice Standards.
Mark believes that clients have chosen to work with him because he is honest, reliable, and dedicated to service. What this means is that he invests the time to understand your unique situation and share a process that will better organize and prepare you for the inevitable issues you will face. The real benefit is working together towards creating financial stability in your life.
Mark currently resides in Marshfield, Massachusetts, with his wife, Holly, and their four children: Sienna, Kyle, Austin, and Hadley.
Ryan D. Marini, CMFC®, AIF®
Following his graduation from Bryant College with a degree in finance and business administration, Ryan Marini started his career with John Hancock where he spent 11 years educating himself and growing his client base. Now a managing partner at BostonPremier Wealth, a company he cofounded based on a shared vision for redefining the well-worn common approach in the industry for financial planning and investment management, Ryan spends his time helping individuals, families, and business owners transition to and through retirement. Creating BPW has allowed him to break new ground and establish new industry standards on how best to meet clients’ financial needs. Working in partnership with Commonwealth Financial Network, Ryan has been able to create an entirely new platform of strategies and solutions to help clients realize their goals at every stage of their financial planning… always tailored to the specific needs of their current life situation.
Ryan was born and raised in Abington, Massachusetts, and currently resides in Marshfield, Massachusetts. He is a committed volunteer for the Brain Tumor Society, Make-A-Wish Foundation, and Marshfield Youth Baseball. Ryan and his wife, Katelyn, have three sons: Nicholas, Max, and Brody. He is an avid golf and skier who also enjoys his time coaching and teaching the game of baseball.
Joshua M. Grieves, MS, CFP®
Josh started his career after earning his bachelor’s degree in Finance at Bentley University. Following college, he worked for John Hancock Financial Network as a financial advisor. At John Hancock, his primary focus was working with pre-retirees and retirees in the areas of asset preservation/distribution and long-term care planning. During this time, he furthered his credentials by obtaining the CERTIFIED FINANCIAL PLANNERTM certification in March 2007. A CFP® certificant must meet educational, experience, examination, and ethical requirements, as well as provide financial planning services that adhere to the CFP Board’s standard of excellence. He went on to earn an MS in personal financial planning from the College of Financial Planning.
After leaving John Hancock, Josh spent the next seven years working as a financial advisor with the Senior Resource Center, Inc. SRC is the innovator of a multidisciplinary advisory group that unites health care coordination and advocacy, asset preservation and financial guidance, as well as legal overview, under one roof. While there, he worked closely with attorneys and case managers to help clients navigate the healthcare system. In many instances, this can help a person age in place and maintain their independence.
With Josh’s extensive experience working with seniors, and knowledge gained working with the team at Senior Resource Center, he is able to help his clients navigate the many complexities of asset management / income distribution in retirement, Social Security, Medicare / Medicaid, Long Term Care, and Estate Planning. He is helping his clients balance the goals of living comfortably, aging in place, and never outliving your money.
In his free time, he enjoys spending time in New Hampshire, traveling and skiing. Born and raised in Plymouth, he now lives in Quincy with his wife Chrissy, son Ethan, and bulldog Gladys.
Dale K. Noun
Dale joined BostonPremier Wealth, LLC, in 2014. She has a bachelor's degree in accounting and computer information services from Babson College. She previously worked at State Street Bank and Trust Company for 14 years, most recently as an assistant vice president of fund administration. After spending several years at home with her young children, she joined our team. In her role as operations manager, Dale works to enhance client services and support to the advisors.
Dale lives in Braintree, Massachusetts, with her husband, Paul and two boys, Evan and Noah. She is an active volunteer at her church and her children's school. She enjoys traveling with her family, spending quality time with family and friends, and workouts at her gym.
Andrew Kebalka, CFA®
Portfolio Analyst / Financial Advisor
Andrew joined BostonPremier Wealth, LLC, in March 2020. He earned a bachelor’s degree in finance with a major in applied economics from Bryant University. He is a CFA® Charterholder and a member of the CFA® Society of Boston. Previously Andrew worked in trading at Bradley, Foster & Sargent in Hartford, Connecticut before moving to Boston and joining Astrocyte Research as a research analyst. His previous experience was focused on assisting portfolio managers to enhance their security selection and portfolio construction processes. Now as a portfolio analyst and financial advisor with BPW, Andrew helps lead the advisory team with investment management, including asset allocation decisions, portfolio construction, and ongoing rebalancing strategies.
Andrew currently lives in Marshfield. He is an active member of the Juvenile Diabetes Research Fund’s Young Leaders Circle. In his free time, Andrew enjoys visiting his native New Hampshire, being outdoors, and spending time with family and friends.