Planning & Trust Services

Alisa O'Neil, JD, CTFA

Director of Estate & Financial Planning
AlisaO@BFMinvest.com
617-275-0313

Full Bio

As the Director of the Estate & Financial Planning Services, Alisa develops integrated financial and estate planning strategies for our high net worth clients and advises them on a wide range of income, estate and gift tax issues and retirement planning and goals.

Prior to joining Boston Financial Management in 2015, Alisa served as Trust Counsel at Loring, Wolcott & Coolidge Trust, LLC. Previously, she practiced in the probate and estate tax practice at Cushing & Dolan, P.C. and was an Estate Settlement Officer at U.S. Trust, Company and its predecessor firm, State Street Bank & Trust Company.

Alisa received her B.A., cum laude, from Midwestern State University and her Juris Doctor from Suffolk University Law School.

Alisa earned her designation as a Certified Trust and Financial Advisor from the Institute of Certified Bankers.

Industry Accreditation & Affiliations

Boston Estate Planning Council – Board Member 2017-2020

Personal Interests

Alisa loves spending time with her husband and three young children and enjoys cooking, musicals, and travel.

Kathleen M. Sablone, JD

Director of Wealth Planning
KathyS@BFMinvest.com
617-956-9712

Full Bio

As Director of Wealth Planning, Kathy is responsible for developing integrated estate planning and wealth management strategies for Boston Financial Management clients.

Before joining Boston Financial Management in 2016, Kathy served as Director of Planning for Emerson Investment Management and as a Wealth Strategist at U.S. Trust Private Wealth Management and the former State Street Global Advisor. She also practiced in the Trusts & Estates Department of Choate, Hall & Stewart.

Kathy is a magna cum laude graduate of Boston College Law School, where she received her Juris Doctor, and was a member of the Boston College Law Review. She is also a magna cum laude graduate of Harvard College.

Industry Accreditation & Affiliations

Massachusetts Continuing Legal Education – Estate Planning Symposium co-chair, Estate Planning Basics Seminar past co-chair

Massachusetts Bar – member

Boston Bar Association – member

Boston Estate Planning Council – member

Personal Interests

Kathy enjoys skiing and travel with family.

Amy F. Sahler

Director of Fiduciary Services
AmyS@BFMinvest.com
617-275-0314

Full Bio

As the Director of Fiduciary Services, Amy is a responsible for the oversight of Boston Fiduciary Services, LLC, an independent professional trustee that is a wholly owned subsidiary of Boston Financial Management. In addition, Amy chairs the Fiduciary Committee and works with clients to implement trust, estate, and financial plans.

Before joining Boston Financial Management in 2012, Amy was a Senior Trust and Fiduciary Specialist at Wells Fargo Private Bank. She has held senior positions at U.S. Trust, Bank of America Private Wealth Management and its predecessor firm, State Street Bank Private Asset Management, as well as J.M. Forbes & Co.

Amy is a graduate of St. Olaf College, Northfield, MN and holds a Graduate Certificate in Management from the Radcliffe Institute at Harvard University, Cambridge, MA.

Industry Accreditation & Affiliations

Boston Estate Planning Council – member

Personal Interests

Amy enjoys world travel, and art and design in all forms.

Linda M. Stark

Financial Planning & Fiduciary Services Associate
LindaS@BFMinvest.com
617-275-0319

Full Bio

As the Financial Planning and Fiduciary Services Associate, Linda provides support to the Director of Estate and Financial Planning, the Director of Wealth Planning, and the Director of Fiduciary Services. She assists with estate and financial plans for clients and is the administrative coordinator for the firm’s Fiduciary Committee.

Linda joined Boston Financial Management in 2013. She previously worked for private high net worth divisions of Boston financial institutions and law firms, including 11 years as a senior trust administrator for the Fidelity Investments/Crosby Advisors family fiduciary office. She has also worked in client service support for the Boston office of Northern Trust and previously was a tax and account administrator at Nichols & Pratt LLP.

Linda graduated from Framingham State College, cum laude, and completed a Cannon Trust School course in advanced trust administration. She is currently enrolled in the CTFA program with Cannon Financial Institute Trust School.

Industry Accreditation & Affiliations

Massachusetts Paralegal Association – member

Personal Interests

Linda enjoys skiing, bicycling, and traveling, and supports and attends the North Shore Music Theater, Peabody-Essex Museum, and Salem Jazzfest.

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