William N. McKenna, CFP® - President & Founder

Bill founded DFM in 1986 to provide successful individuals and their families with 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 market experience.

Bill grew up in Boston, graduated from Milton Academy, earned a Bachelors Degree from Bucknell University and served in the US Air Force. He is a member of the Financial Planning Association (FPA), the Boston Estate Planning Council, the South Shore Chamber of Commerce, and the Norwell Chamber of Commerce. He and his wife, Lorrie, divide their time between Duxbury, MA and Stuart, Florida, where the firm also serves clients.  Bill and Lorrie enjoy playing golf and are members of the Willoughby Golf Club in Stuart. 

Stephanie Condakes Torski, MBA, CFA® -
Managing Director
As Managing Director,Stephanie works closely with clients on the development and implementation of their financial and retirement plans, as well as general wealth management strategies. She plays an integral role in researching, planning and implementing the firm’s investment strategies. Stephanie has over 17 years of personal financial and wealth management experience with Wall Street firms and her own fee-only SEC Registered Investment Advisory firm.

Stephanie was raised in Boston and attended the Winsor School. She received a Bachelors of Science Degree (Cum Laude) from Union College and a Masters of Business Administration from Duke University’s Fuqua School of Business. She has been a Chartered Financial Analyst since 1991, and a member of the CFA Institute and the Boston Security Analyst Society since 1989. She is also a member of the Financial Planning Association and the South Shore Women's Business Network.  Stephanie lives in Hingham, MA with her husband Greg and family.

Sharon Wall – Office Manager
With over 25 years of experience in office management and administration, Sharon manages and maintains the office systems and ensures the functionality of in-house software and hardware. Sharon is also responsible for internal accounting, payroll, billing, and insurance. In addition, Sharon handles special projects and provides back up support for securities trading. Sharon was raised in Norwell, MA and received her Associates Degree from Laselle College. She currently lives in Rockland, MA with her husband and son.

Carole Walsh – Client Services
As the liaison between our clients and Fidelity Institutional Brokerage, Carole is responsible for account maintenance and servicing, as well as responding to client requests in a timely manner. She also provides administrative support in the coordination of the firm’s day-to-day operations as well as the organization and production of special projects. She has over 12 years experience as executive assistant to the president of a national company, as well as 10 years in office management and administration.  Carole was raised in Boston, and attended the University of Massachusetts and Wesleyan University. She has resided in Weymouth, MA for 25 years.