our financial team

With more than 17 years of financial services experience, Paul has knowledge and keen insight into building effective, lasting professional relationships. He has achieved distinction in his field through the consistent application of three guiding principles: thoroughly understand client needs; provide sound, appropriate, and objective advice; and deliver exceptional client service. Paul Roy is a Private Investment Management (PIM) portfolio manager and runs the team's Advisory strategies, determining strategic and tactical decisions as well as manager and security selection. Paul holds his Series 7, 63 registrations and the Uniform Investment Advisor Representative (Series 65) registrations as well as his Massachusetts State Life Insurance license. Paul is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Analyst® designation. Paul ranks among the top Advisors at Wells Fargo Advisors and has been a Wells Fargo Advisors Premier Advisor for 7 years [2016-2022]¹. Within Wells Fargo Advisors, Paul has the distinction of Private Wealth Financial Advisor which recognizes select Financial Advisors with a history of serving the unique needs of highnet worth individuals, families, foundations, and institutions. Paul is part of the FA Speaker’s Bureau which is a select group of advisors across the firm that are called on for speaking internal and external speaking engagements. He is a member of the firm’s Platform Advisory Council (PAC) which is a unique group of team members specifically selected to represent Wells Fargo’s Wealth & Investment Management (WIM) division as it continues its future endeavors in designing & creating the future platform experience. He is also a member of the Wealth & Investment Management (WIM) Advisor Council which consists of 27 of Wells Fargo Advisors top advisors across the firm. He has been recognized by numerous industry publications, including "Five Star Wealth Manager", as seen in Boston Magazine, in every year from 2013-2023². Paul was recognized by Forbes Magazine as Forbes Top Next Gen-Wealth Advisors in 2017, 2018, 2019 & 2021, 2022³,Forbes Best-in-State Next-Gen Wealth Advisors 2022 and 2023⁴, as well as Forbes Best in State Wealth Advisors 2021,2022 and 2023⁴. Paul was also recognized by Financial Planning as 2022 Top 40 Brokers Under 40⁵. He is a member of the CFA Institute and Boston Security Analysts Society.

Originally from Lakeville, Connecticut, Paul graduated from Boston University with a bachelor's degree in Mechanical Engineering where he also played on the Boston University Men’s Soccer team. Active in the community, Paul is a regular volunteer for the ALS Association of Massachusetts and ALS-One. Since 2007 the Roy|Tedeschi |Schmidt Private Wealth Management Group, in conjunction with Wells Fargo Advisors, has also been the lead sponsor of the annual Sugarloaf Charity Summit to benefit the Maine Cancer Society, the Martha B. Webber Breast Care Center of Maine, and the Dempsey Center.

In his spare time, Paul is an avid participant in many athletic activities including soccer, basketball, and cycling. He also enjoys traveling and spending time with his wife Kathryn and their 4 children, Madison, Owen, Kellan and Peyton as well as their loving Bernedoodle, Noodle.

CA Insurance License Number: 0M99059. Resident State: MA

Lauren joined the Roy/Tedeschi/Schmidt Private Wealth Management Group in 2007 and serves as our Wealth Planning Consultant. Lauren is responsible for operational and business oversight of the Roy/Tedeschi/Schmidt Private Wealth Management Group, Envision® Plan updates and reviews, communications and serving in the role as liaison between our clients and financial advisors.

Lauren's technical and professional experience is reflected by her Series 7 and Series 63 registrations. She graduated from the University of New Hampshire in May of 2006 with a B.S. in Business Administration and concentration in Finance. When she isn’t working, she enjoys spending time with her family. Lauren lives in Braintree with her husband, Sean and her two kids, Michael and Isla.

With more than 18 years of experience in customer service and office management, prior to joining the Roy/Tedeschi/Schmidt Group of Wells Fargo Advisors, Elfidio worked in various positions within Wells Fargo Bank beginning in 2015 in the Washington DC area where he lived for 20 years. Elfidio moved to NH in 2017 where he accepted a position as Client Service Consultant with Wells Fargo Asset Management, as part of Wells Fargo Mutual Funds Distributors in Boston and obtained his series 7 and 63 registrations.

Elfidio gives back to the community by volunteering for A forever Home Animal Rescue Foundation from where he and his partner have rescued 4 dogs.

Elfidio values time with his family and friends and loves, swimming, traveling and hiking in the White Mountains of NH which reminds him of his childhood in his native Guatemala.

He is also fluent in English and Spanish.

As a Financial Consultant for the Roy/Tedeschi/Schmidt Private Wealth Management Group, Peter provides comprehensive investment planning services specifically tailored to meet the client’s unique goals. This experience, dedicated to high net worth families, business executives, and up and coming professionals encompasses the core principals of contemporary wealth planning such as investment strategy, risk management, tax minimization and estate planning. Most importantly, Peter is committed to delivering the exceptional level of service that the Group was founded upon dating back to 1981.

Peter is a CERTIFIED FINANCIAL PLANNER™ professional having completed extensive training and continuing education requirements. He holds the Series 7, 63, and 65 securities designations and is licensed in Massachusetts for life, accident, and health insurance products. He was named "Five Star Wealth Manager", as seen in Boston Magazine, for 2023¹. Prior to joining the Group in 2017, Peter worked for Columbia Threadneedle Investments, a Boston-based asset manager where he served as the Regional Sales Director covering North and South Carolina.

Peter graduated from the College of the Holy Cross where he majored in Political Science and was Captain of the Varsity Men’s Golf team. He continues to hone his skills and play competitively having won at the sport’s junior, collegiate, and amateur levels. Peter resides in South Boston and during his free time enjoys volunteering for the Francis Ouimet Scholarship Association, the Holy Cross Club of Greater Boston and the St. Sebastian’s Alumni Group.

CA Insurance License Number: 4017006. Resident State: MA

*Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.*

With over a decade of experience as a Financial Advisor, Kris brings structure and clarity to the complex financial needs that accompany substantial wealth for successful executives, business owners, and their families. Kris focuses on delivering a comprehensive wealth management experience for his clients that includes personalized investment planning, risk management, tax efficient strategies, strategic philanthropy, and wealth transfer planning by coordinating with his clients other key strategic advisors.

Kris is a CERTIFIED FINANCIAL PLANNER^TM professional and holds the Chartered Financial Analyst® designation. Kris was recognized by Forbes Magazine as Forbes Top Next-Gen Wealth Advisors for 2017 and 2018, Forbes Best-In-State Next-Gen Wealth Advisors in 2019, 2022 and 2023, as well as Forbes Best-In-State Wealth Advisors 2023¹. He is a member of the Boston Estate Planning Council, the CFA Institute, and the Boston Security Analysts Society.

Prior to earning his MBA in Finance from the Stern School of Business at New York University, Kris earned his BA in Economics from Trinity College where he was the captain of the Men’s Lacrosse team. In his spare time, Kris enjoys running, cycling, skiing and golfing. He and his wife, Abbie, live in Hingham with their children Sloane, Theo, & Maya.

CA Insurance License Number: 0G84395. Resident State: MA

For nearly 45 years, Dennis has helped clients address their financial concerns by developing customized investment portfolios that reflect their unique needs and goals. With decades of financial industry experience, Dennis has dedicated his career to delivering personalized investment planning services to successful business owners and their families.

Dennis has been a PIM designated Professional Investment Manager for over 25 years, leveraging his extensive experience through various market cycles to manage portfolios on a discretionary basis with the highest access to the firm’s research and investment programs. Dennis joined Wells Fargo Advisors and the predecessor firm Wachovia Securities in 2002, after holding the role of Senior Vice President at both Morgan Stanley Smith Barney and Drexel Burnham Lambert.

Prior to earning his MBA in Finance and Economics from Babson College Olin Graduate School of Business, Dennis earned his BA in Economics from Lycoming College where he played on the men’s basketball team. Outside of the office, Dennis is an avid runner who has completed more than a dozen New York City Marathons. He and his wife Susan, live in Ridgefield, CT and have two grown children.

CA Insurance License Number: 0G84266. Resident State: CT

The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

With nearly two decades of experience in the financial services industry, including over 15 with Wells Fargo Advisors, Dino brings a wealth of knowledge and support to our clients. Dino is primarily responsible for operational oversight and support in our New York City office, working alongside our Financial Advisors to provide a high level of customer service.

Since 2000, J.R. has been engaged in many facets of customer service and management. In 2022, he brought his enthusiasm for his career to the Roy/Tedeschi/Schmidt Group at Wells Fargo Advisors. J.R.’s experience includes working closely with clients, outside vendors, including multiple years of corporate travel and on-site support. His extensive background includes financial services, sales and marketing, and international logistics.

Having recently moved to Boston from his home state of Florida, J.R. is looking forward to experiencing New England. He enjoys spending time outdoors and traveling. In Florida J.R. shared his passion for his community by working closely with local homeless shelters and Pride organizations to participate in many outreach initiatives and hopes to continue this in Boston.