Our Team

William N. McKenna, CFP – President and Founder

Bill has been providing financial and investment advice to clients since 1982. He founded DFM in 1986 to offer successful individuals and their families sophisticated financial planning and investment advisory services. A Certified Financial Planner since 1985, Bill has a broad background including senior executive positions in corporate America, real estate brokerage, insurance, and extensive investment and financial market experience.

Bill is actively involved in all aspects of the firm. His primary responsibilities include overall firm management as well as economic and investment research. He also writes a periodic economic and investment forecast letter for clients and friends of the firm.

Raised in Boston, Bill graduated from Milton Academy, earned a B.A. from Bucknell University and is a U.S. Air Force veteran. He is a member of the Financial Planning Association (FPA), the Boston Estate Planning Council, the South Shore Chamber of Commerce, the Norwell Chamber of Commerce, and the Angel Forum of Florida. He and his wife, Lorrie, divide their time between Duxbury, Massachusetts and Stuart, Florida, where the firm also serves clients. Bill and Lorrie are members of the Willoughby Golf Club in Stuart.

H. Calvin Place Jr. CFA - Managing Director

Calvin works closely with DFM clients on the development and execution of wealth management strategies. Taking into consideration the clients various objectives, Calvin delivers customized investment and planning solutions. Additional responsibilities at the firm include collaborating on the overall investment policy, portfolio management, investment research, and risk management.

Calvin’s investment management experience includes 9 years at Putnam Investments where he held Portfolio Management and Analyst responsibilities as part of the Global Core Equity team. He began his investment career in 1995 with The Boston Company. Working with Boston Company trust and custody clients, Calvin delivered a broad array of products and services while managing client relationships. Calvin grew up in Wellesley, Massachusetts, and graduated from Deerfield Academy. He attended Bucknell University where he earned a B.S. in Economics, and went on to earn an MBA from Boston University in 2000. Calvin also holds the CFA designation.

Calvin is a member of the Boston Security Analyst Society, the South Shore Chamber of Commerce, the Norfolk & Plymouth Estate & Business Planning Council, and the Association for Investment Management and Research (AIMR). Calvin and his wife, Tara, live in Needham, Massachusetts with their three sons. They enjoy taking an active role in their community, coaching youth sports, and playing golf.

Sharon Wall – Finance and Operations

 With over 25 years of experience in office management and administration, Sharon manages the daily operations of the company, which includes the portfolio management system and client reporting management. Sharon was raised in Norwell, MA and received her Associates Degree from Lasell College. She currently lives in Rockland, MA with her husband and son.

Carole Walsh – Client Service

Carole is responsible for servicing client relationships and assisting with the firm’s operations. Her background includes 12 years experience as executive assistant to the president of a national company, with over 20 years in accounting, management, and office administration. Carole was raised in Boston, and attended the University of Massachusetts and Wesleyan University. She lives in Weymouth, MA.