Wendy Suzanne Marsden is a CFP® professional with 10 years of industry experience, currently serving at ProsperiTea Planning. She is also the principal of Tea & Taxes Company, a seasonal tax preparation firm she has operated since 2001. ProsperiTea Planning provides holistic financial planning and discretionary portfolio management to individuals and families across various wealth levels, integrating tax planning and preparation services. The firm’s approach includes a written Investment Policy Statement, strategic asset allocation, and tax-aware investment decisions, delivered through an annual retainer model and supported by a multi-credential team.

Mari Fries is a CFP® professional affiliated with ProsperiTea Planning in San Diego, CA, with one year of experience in financial advising. Her background includes tax preparation and advisory roles, notably at H&R Block for 14 years and as owner of Lead Turn Consulting. ProsperiTea Planning serves individuals and families with holistic financial planning, discretionary portfolio management, and integrated tax services. The firm combines investment advice with tax preparation under separate engagements, using a structured investment process and a fixed annual retainer model.

Samuel Plotkin is a CFA® charterholder with four years of industry experience, currently advising at ProsperiTea Planning. His prior experience includes roles at Wellington Management and Clarity Wealth Management LLC. He also volunteers on the investment committee of Temple Israel in Greenfield, MA. ProsperiTea Planning serves individuals and families across various wealth levels, providing holistic financial planning, discretionary portfolio management, and integrated tax services. The firm emphasizes a written Investment Policy Statement, strategic asset allocation, and tax-aware decisions, operating under a fixed annual retainer model that blends tax and investment advice.

David Carnevale is a CFA® charterholder at ProsperiTea Planning in Greenfield, MA, with experience in the financial industry dating back to 2013. He previously worked at Capital Security Advisors LLC and CSA Real Estate Advisors before joining ProsperiTea Planning. ProsperiTea Planning provides financial planning, discretionary portfolio management, and integrated tax services to individuals and families across various wealth levels. The firm emphasizes a tax-aware investment approach combined with holistic planning and operates under a fixed annual retainer model.