ABOUT
Welcome to Blue Hills Wealth Management.
Our family owned and run business has a unique aspect to it. We have refined the process of understanding relationships and learning to present concepts in clear and understandable ways over three generations of Advisors.
We offer our perspective to those searching out a caring environment with over 60 years of delivering the “real” talk that family is known for. We partner with the best in the business to deliver the services of the big guys, with small firm attitude. Join our family to experience planning from your point of view, born from relationships and delivered by credentialed professionals.
OUR TEAM
DANIEL ROMAINE
Founder and Financial Advisor
CFP®,ChFC®,CLU®,AIF®
Dan founded Blue Hills Wealth Management with one goal in mind: to provide clients with the kind of honest, thoughtful financial advice that actually changes lives. As founder and Financial Advisor, Dan personally oversees the planning process and is the steady hand behind every major financial decision. When you work with Blue Hills, Dan's judgment is always in your corner.
SARA ROMAINE KAPPOS
Vice President and Financial Advisor
CFP®, CCFS™
Sara brings warmth, discipline, and deep expertise to every client relationship. As a Vice President and Financial Advisor, she works alongside Dan to deliver comprehensive financial planning — and is a key reason Blue Hills continues to grow with intention. If you're new to the firm or exploring what's possible, Sara is often your first conversation.
SUE ROMAINE
Operations Manager
Sue is the person who makes sure everything runs smoothly behind the scenes. From onboarding to ongoing service, she keeps the team coordinated and your experience consistent. If something needs to move, Sue makes sure it does — accurately and on time.
MAUREEN ROMAINE
Client Relationship Manager
Maureen takes care of the logistics so your experience with Blue Hills is always smooth and well-organized. From scheduling your next review meeting to coordinating client events, she makes sure every interaction with the firm is easy and enjoyable.
Hannah DeChristoforo
Director of Growth, Engagement & Design
Hannah shapes the way Blue Hills looks, sounds, and feels to the people we serve. From your first impression of the firm to the materials you receive as a client, Hannah ensures the experience is polished, clear, and genuinely welcoming. She also helps new clients feel at home from day one.
Jennifer Zemotel
Client Service Associate
Jen handles the hands-on details of your account with care and precision. Whether it's opening accounts, coordinating paperwork, or following up on a service request, Jen is the person making sure nothing falls through the cracks. Her attention to detail means you can trust that your account is in good hands.
Michael Powers
Paraplanner
Mike works behind the scenes to support the planning process — running analyses, preparing projections, and helping make sure your financial plan is accurate and well-organized. He's the analytical engine that helps your advisors show up fully prepared.
Cindy Balsamo
Virtual Client Service Support
Cindy provides dedicated support to our service team, helping ensure that your requests are handled promptly — especially during busy periods. Working virtually, she's an important part of our commitment to responsive, reliable client care.