Plan to Succeed
Honoring our region’s reputation as a global standard in academic excellence, technological innovation, and financial acumen, we deliver intellectually honest financial advice that employs the finest technology in asset management today, while honoring the time-tested principles that have helped investors build wealth for generations. Whether you’re planning for retirement, funding a child’s education, or simply ensuring you’ll be protected if something goes wrong, we can help you organize your finances to meet your life goals.
The Boston Standard
You’re smart. You’re busy. And you know your financial life could be more thoughtfully organized. You’ve considered expert help, but you’re concerned about fees and conflicts of interest. We built our firm to help you optimize your finances in an environment of trust and confidentiality. We offer the industry’s highest standard of care and a fee structure that puts your interests first.
This is Personal
As a boutique firm delivering a highly customized service, we get to know our clients well. We value open and honest communication. And we're passionate about helping each client reach their goals. We'd love to hear your story and how we can put over 65 years of financial services experience to work for you.
Lee G. Eudy, CFP®, AAMS
CERTIFIED FINANCIAL PLANNER™firstname.lastname@example.org
781. 721. 0087
Raised and educated in North Carolina, Lee’s post-graduate career began with Outward Bound International working as a guide and travel writer. Lee started financial planning with American Express in 2003. Those early years required 60+ hour work weeks, but Lee was energized by the impact sound planning made in his client's lives. In 2011, Lee founded Boston Standard with two partners who share the values articulated throughout this site. The vast majority of Lee's clients are analytic professionals working in technology, academia, and the life sciences. As a result, Lee specializes in helping his clients plan thoughtfully around their incentive stock plans, pensions, and deferred compensation. Lee lives in Melrose with his wife, Rebecca, and two sons. While he still dreams of kayaking adventures, Lee spends most of his free time these days chasing his kids around and rooting for the Celtics.
Dena G. Catino
Client Service Specialist
tel: 781. 721. 2300
A Boston native, Dena graduated with honors from Suffolk University with a degree in Finance. Post graduation, Dena joined a Boston-based investment firm where she worked in a variety of roles for 12 years. Following a three-year hiatus to Italy with her family, Dena joined Boston Standard and brings an irreplaceable energy, attention to detail, and thousand-watt smile to work every day. Her meticulous nature keeps us organized, our client scheduling and correspondence up-to-date, and our financial planning analyses on point. Dena lives in North Reading with her husband Anthony, two sons, Antonio and Nicholas, and dog, Oliver. She loves to travel, ski, garden, and read. But if it’s the weekend, you’ll probably find her on a sideline north of Boston watching her boys play sports.
Robert W. Tafuri, CFP®
CERTIFIED FINANCIAL PLANNER™
tel: 781. 721. 0085
Rob grew up on Long Island, New York and earned degrees in Finance and Business Management from Boston College. He began his career as a Financial Advisor with American Express where his amiable personality and meticulous nature made personal financial planning a natural fit. Rob earned his CERTIFIED FINANCIAL PLANNER™ designation and joined with like-minded partners to found Boston Standard to ensure his clients’ best interests remained the sole focus of his work. Rob delivers exceptional client service by treating each client question or request with the urgency and attention it deserves. He also enjoys the intricacies of our financial planning software and how it can best be utilized to help clients model their goals and objectives. But Rob is no robot; he’s the most gregarious, outgoing member of our whole team. Rob resides in pastoral Sudbury with his wife, Bethany and sons, Braden & Landon. In his free time, Rob enjoys golfing, travel, and trying new restaurants.
Colleen M. Connor
Client Service Specialist
tel: 781. 721. 0073
Colleen was born in greater Boston and has split her time living here and Fort Lauderdale, FL enjoying the unique, divergent qualities of both. Before joining Boston Standard, Colleen developed centralized purchasing departments for numerous organizations. Her keen eye and attention to detail have made for a seamless transition to our client support team. An animal lover at heart, Colleen loves hiking across the wonderful open spaces throughout New England (weather permitting, of course!). Colleen also loves attending live music events and literally gets paid to enjoy shows at some of the area's best venues including the Pavillion, House of Blues, and Fenway Park.
Zachary C. Bouchard, CMFC®, CRPC®
Managing Partner & Chief Compliance Officer
tel: 781. 721. 0072
Zach played varsity soccer and graduated with honors with degrees in economics and philosophy from Boston College. He's worked in the financial services industry since 2003 with fortune 500 companies and boutique firms alike. His responsibilities have ranged from Financial Advisor to Director of Compliance and Operations. Zach’s breadth of industry experience inspired many of the best practices our firm utilizes in day-to-day operations and long term planning. As Managing Partner, Zach oversees all operations including our administrative team, compliance, trading, and investment platforms. These responsibilities fit naturally with his systems-orientated personality. His commitment to environmental sustainability inspires our green office initiatives and socially responsible investment platforms. Zach feels lucky to be married to his best friend and partner Katie. When not running after his kids, Maple and Asher, Zach still finds time to run around on the soccer field. He also loves to read, garden, and play music of all kinds.