ABOUT US
Our Team
Our business started in 1993 with the goal of having a positive impact on people's lives. Our advice and planning begins with listening to you and learning about your specific goals. Our team strives to make sure that your needs are met and your objectives are recognized. Learn a little bit more about us below.
John B. Steiger
President and Founder
CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary Analyst® Designee
Who I am:
I am a father of three (Colin 25, Camille 23, and Anna 20). I am a weekend mountain bike racer, avid skier, and former lacrosse player (now a fan). I love spending time on the Cape, being on the water in the mountains, and playing golf. I also try to cook as much as possible – seafood dishes are my favorite! I moved to the Boston area in 1991 and grew up in Longmeadow, MA. I have served on the board of the Foundation for Metro West and the Attitash Alpine Education Foundation. Raised funds for Dana Farber by riding the PMC and Mass General Cancer Center's Lifestyle Medicine Clinic. I am a career mentor for the UVM men's lacrosse team.
Why I get up in the morning:
I have an opportunity every day to help someone feel more financially secure and confident. I am humbled and honored that businesses, families, and individuals are confident in my team and me to help them manage their finances. Over the past 25-plus years, we have strived to be there for our clients every step of the way. This has meant showing up yearly to review and keep them on track.
What I do well:
Simplifying complicated subjects, empathy, diligent follow-up, and making people comfortable talking about tough subjects. My goal is to always add value to our clients' planning goals.
How I got here:
After graduating from the University of Vermont, I spent over a year at Fidelity Investments, working with large corporations in cash management investments. I desired to lead and impact the financial lives of closely held businesses and individuals. In 1993, I started in the financial advice business. I quickly learned from the individuals and business owners I came in contact with that there was a great need to help organize their financial "house." They just needed the proper guidance in a language they understood. They needed solid independent advice with the solutions, not just another financial product. Over the past 25 years, I have focused on my professional development by becoming a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant®, an Accredited Estate Planner, and an Accredited Investment Fiduciary Analyst® Designee. I have built Wealth Planning Resources with the help of a dedicated team with a combined tenure of more than 40 years.
William Berry
CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary® Designee
Who I am:
I am a father to three amazing children, two daughters who will undoubtedly care for me in my old age and a son who keeps us all on our toes. I married up. My wife, Erin, is my partner in everything I do. I am an avid sports fan, a lover of the outdoors, and an active participant in the CrossFit community. I believe in making memories, and I love nothing more than vacations and adventures with my family. I grew up in Simsbury, CT. We now live in Duxbury, MA, where we spend as much time on the beach as possible.
Why I get up in the morning:
I get up each morning to live my life to the fullest. I aim to appreciate, preserve, and build upon all that I’ve earned and received for myself, for my wife, and for my children. There are many things out of our control, and the best we can do is prepare for all possible outcomes. My own personal drive to do so for my business and my family is what helps me step into my clients’ shoes and strive to achieve that for them as well.
What I do well:
Provide professional yet personalized attention, with a key emphasis on establishing trust, maintaining independence, educating - not just executing, and providing a source of security and reassurance for my clients throughout their various life and business transitions.
How I got here:
My education was focused on finance, but when I graduated, I found myself teaching high school math. I didn’t just want to go work on Wall Street. I wanted to have a positive impact in some way. Math has always been my favorite subject, and I realized that I had an ability to connect with my students with creative lesson plans that tailored instruction to best reach them individually. As I began my own family, I realized that financial planning is the perfect combination of the expertise and skills I’d developed. Even better, it provides an opportunity to make a real difference in people’s lives. A little forethought and discipline can have a tremendous impact, and I love working with clients to create a plan that addresses their goals and concerns. I jumped into this profession in 2007 and haven’t looked back. I think every day how lucky I am to have built a career doing something that I truly enjoy.
Matt Rupley
Client Relationship Manager, CPFA ™
Who I am:
I have been married to Hope for 17 years and have two teenage children (Morgan & Tommy). We have lived in Acton, MA for the past 13 years. I am an avid golfer and serve on the Board of Governors of the Concord Country Club. When I am not in the office or on the golf course you will find me coaching youth football in the fall or cheering on one of our favorite Boston sports teams.
What I do well:
Simply put, I strive to make our client relationships stronger by providing them with the best possible value added service I can provide. I take tremendous pride in following up with our clients as quickly as possible so they can get on with their day! For more than 20 years I have focused on helping our clients implement and maintain their corporate retirement plans, individual financial plans, and investment and insurance portfolios. I enjoy being part of our clients' financial team and seeing these relationships grow over the years.
How I got here:
After graduating from Rollins College I spent two years working at John Hancock Financial Services working in customer service. In 1999 I joined Wealth Planning Resources, LLC and together with John have grown WPR to where it is today. It’s been 20 years now, and it’s amazing to see how the firm has grown.
Why I get up in the morning:
Every day is a new challenge and a new opportunity to help impact our clients' lives. We have a great group of clients at WPR, it motivates me to see them succeed.
Mike Schiavi
CERTIFIED FINANCIAL PLANNER™, CPFA™
Who I am:
I was born and raised in Dracut, Massachusetts. From a young age, I was always involved in sports, especially football, which instilled in me the values of discipline and teamwork, which I have carried through my young adult life. I attended Saint Anselm College in Manchester, NH, where I was a four-year starter on the football team. I graduated with a dual degree in Finance and International Business. I currently live in Beverly, MA, with my wife, Elizabeth, and our Husky puppy, Riggins. In my free time, I enjoy golfing and trying to perfect my swing, as well as snowboarding in the winter and traveling with my family.
Why I get up in the morning:
I strive to help clients achieve their goals of financial independence. Growing up in a blue-collar town where you work hard from a young age, the value of money was ingrained in me. Through observation and personal experiences, it was clear that many individuals work very hard for their money but don’t fully understand how to make their money work for them. My goal is to help clients understand and optimize their wealth during their working years so they can live comfortably and confidently in retirement. Helping clients accomplish and realize these goals each day inspires me to get up and do what I love every day.
What I do well:
As an advisor, I enjoy working collaboratively with our clients to create a fully personalized plan. This includes helping clients create their initial financial foundation, as well as helping them build upon what they have already established. I truly believe financial planning success starts from the ground up, and I have enjoyed helping others navigate through the beginning steps of setting up their 401K at their first job all the way through planning for retirement. I work hard to help my clients establish their financial goals and guide them step by step so they can realize their maximum success.
How I got here:
After graduating from Saint Anselm College, I started my career with Commonwealth Financial Network. A couple of years later, in the fall of 2018, I was fortunate to meet John and his team at WPR. I look forward to continuing WPR's philosophy of putting clients first and positively impacting clients' financial lives by supporting their financial needs and goals.
Ryan O’Toole
Client Relationship Associate
Who I am:
I am a lifelong resident of Waltham, Massachusetts, and it’s a place I’m proud to call home. From a young age, I developed a passion for sports, with a particular love for hockey, which instilled in me the values of teamwork, tenacity, and discipline. I am a proud graduate of Bentley University, where I graduated in May 2024. Outside of the office, I am an avid Boston sports fan and enjoy staying active by doing CrossFit.
Why I get up in the morning:
I am a detail-oriented person who thrives on continuous learning and personal growth. Passionate about becoming a financial planner/advisor, I wake up every day motivated to expand my knowledge and skills to help WPR's current and future clients achieve their financial goals. I take pride in my ability to listen attentively and create tailored investment strategies, always focusing on enabling others to make confident financial decisions.
What I do well:
I’m skilled at analyzing financial data and identifying ways to improve strategies. With a strong attention to detail, I focus on breaking down complex financial ideas into simple, actionable steps. I’m a good listener, which helps me understand the goals and needs of our clients. By staying informed about market and planning trends, I can support decision-making with valuable insights to guide future financial planning for Wealth Planning Resources.
How I got here:
My academic journey at Bentley University led me to earn both my Bachelor’s and Master’s degrees in finance. It was during this time that I discovered my passion for financial planning and wealth management. Through coursework, hands-on projects, and internships, I gained an appreciation of the importance of personal financial planning and investing. I joined the WPR team in the fall of 2024 to support our goal of helping individuals, families, and businesses’ long-term financial security.
Bonnie McCarthy
Operations Manager
Who I am:
I love my friends and my family and will find any spare moment to enjoy a beach day together, a movie, a concert, or a nice meal. I am most proud of my son, Sean, who attends the College of the Holy Cross. As an empty nester, it has been wonderful joining the WPR team, where I can connect my personal passions with professional growth.
Why I get up in the morning:
Growing up in Massachusetts, in the coastal town of Marshfield, I always appreciated the importance of community and personal connections. Now that my husband and I both work in the South Shore, it feels like coming full circle—reconnecting with familiar faces and forming new relationships. I find fulfillment in knowing that by supporting our clients, I contribute to their success and help them feel confident and secure in their financial futures.
What I do well:
I am the cliched people-person. I love to network and enjoy meeting and getting to know clients and colleagues on a more personal level. Whether it's coordinating with clients or collaborating with our team, I focus on building strong, lasting relationships. I take pride in ensuring that every client interaction reflects the level of care and attention that WPR stands for.
How I got here:
After graduating from UMass Amherst and moving to Georgia, I returned to Massachusetts and spent 10 years as a paralegal at several law firms in and around Boston. When I became a mother, I shifted my focus to the educational field, working as a Special Education paraprofessional and later as a clerical paraprofessional to the Special Education Team Chair. After my son left for college, I found a home at WPR where I can blend my operational expertise with a passion for building relationships and helping clients achieve peace of mind with their finances. Working in the beautiful seaside town of Duxbury has only deepened my appreciation for our community, and I am proud to be part of a team that genuinely cares about the families we serve.
Kristina O'Reilly
Client Communications and Marketing Manager
Who I am:
I am a mother to four grown daughters - three have recently graduated from college and embarked on career journeys, and one is working on completing her college degree at Mass Art in Boston. In the evenings, I enjoy walking to the pond in our town center. The sunsets there are magnificent! When at home, I can also be found enjoying time with my two Labrador Retrievers and experimenting with new recipes in the kitchen. My girls and I have lived in Westwood, MA, Dover, MA, and we currently live in Hopedale, MA.
Why I get up in the morning:
I have the opportunity to help the WPR team communicate important financial information to individuals and companies who rely on us. I am happy to be a part of this process – it is exciting and rewarding to know that my efforts matter.
What I do well:
I am a people person. It is important to me that people’s issues are heard and addressed. I also enjoy working behind the scenes on projects and tasks that have been delegated to me with specific objectives.
How I got here:
After graduating from Smith College and Suffolk Law School, I worked in legal departments in mid to large-size corporations for ten years. I learned during that time that I much prefer to work in smaller work environments where it is possible to interact with co-workers and clients on a more personal level. In 2009, I was offered the opportunity to work at WPR. Being part of a smaller firm has been rewarding. I have thoroughly enjoyed working hard together as a member of a tightly-knit team. I have also enjoyed getting to know our clients. Speaking and meeting with individuals in person has kept me motivated and eager to do the best I can for our extended WPR families.