Seth Corkin

Seth works in the details to assemble your financial jigsaw puzzle. Your decisions have a cascading impact on many financial areas and Seth makes sure no consideration is overlooked.

  • Advising high net-worth families, corporate executives, medical professionals, and business owners since 2012

  • Began career as Financial Counselor working with executives at public and private pre-IPO companies helping them navigate the tax and investment nuances of their unique compensation plans

  • BS in Personal Finance from the University of Wisconsin-Madison

  • CFP(r) and ChFC(r) designation.  Also an Enrolled Agent before the IRS (the highest tax designation the IRS awards)

  • Owns and operates standalone tax practice - Corkin Tax 

  • Lives in Brookline with wife, Olivia, and dog, Harley

  • Interests:  All things New England and Wisconsin Badger sports, drawing/painting.  Pro-bono financial planning as a Dana Farber Financial Coach.  Golf game is a work in progress.

Cassie Golden

Cassie gets things done and keeps the trains running on time. She works in the details to ensure client goals are met with precision and care. 

  • Advising high net-worth families since 2021

  • Began career as a Planning Analyst at an RIA, supporting advisors and clients

  • BS in Finance with a concentration in the CFP® Certification Education Option from Virginia Tech

  • CFP® designation

  • Lives in Richmond, VA with husband, Alec

  • Interests: painting, gardening, road trips, live music, and collecting vinyl records

Bob Dockendorff

Bob helps you get to the right answer on tough financial decisions and stick to the plan when things get volatile.

  • Advising high net worth families since 2013

  • Began career as tax attorney at Big 4 accounting firm

  • BA in Philosophy from UVM; JD from Suffolk Law, LL.M. from BU Law

  • CFP® designation

  • Lives in Hingham, MA with wife, Caitlin, and three children, Charlie, Tommy, and Jane

  • Interests: Golf, bbq, skiing, riding bikes, music