ProsperiTea Planning

Wendy Suzanne Marsden is a CFP® professional with 10 years of experience in financial planning. She is the firm principal of Tea & Taxes Company, a seasonal tax preparation business she has operated since 2001. Marsden is based in Greenfield, MA, and is a co-advisor at ProsperiTea Planning. ProsperiTea Planning serves individuals, families, closely held businesses, and trustees by providing fee-only financial planning, discretionary investment management, and integrated tax planning and preparation. The firm integrates tax preparation into its client services and employs a strategic investment approach with routine rebalancing and tax-aware actions.

Mari Fries is a CFP® professional with experience in tax preparation and financial advising. She currently works at ProsperiTea Planning and owns Lead Turn Consulting, where she provides tax preparation and advisory services. Fries has prior experience with the National Association of Tax Professionals, Zeiders Enterprises, and HR Block. ProsperiTea Planning serves individuals, families, closely held businesses, and trustees by offering fee-only financial planning, discretionary investment management, and integrated tax and administrative services. The firm combines tax preparation with investment advice through a retainer model and employs a team including CPA, EA, CFA, and CFP professionals.

Samuel Plotkin is a CFA®-designated financial advisor with four years of industry experience. He is currently with ProsperiTea Planning and has previously worked at Wellington Management, Eaton Vance Management, and several other firms. Outside of his advisory work, he volunteers on the investment committee at Temple Israel in Greenfield. ProsperiTea Planning provides fee-only financial planning, discretionary investment management, and integrated tax planning primarily for individuals, families, closely held businesses, and trustees. The firm combines investment advice with tax preparation services and uses a unique annual open retainer fee model rather than a percentage-of-assets approach.

David Carnevale is a CFA® charterholder affiliated with ProsperiTea Planning in Greenfield, MA. He has experience spanning roles at CSA Real Estate Advisors and Capital Security Advisors LLC before joining ProsperiTea Planning. ProsperiTea Planning provides fee-only financial planning, discretionary investment management, and integrated tax planning and preparation to individuals, families, closely held businesses, and trustees. The firm incorporates tax preparation into client engagements and emphasizes strategic asset allocation, tax-aware investment actions, and uses tools like RightCapital and Advyzon.