Meet Our Advisory Team
Our Stoneham-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth.
If you’re searching for a financial advisor in Stoneham, MA our team is ready to support you and your financial goals.
Connect with Us
Managing Directors
Jeanne Sullivan, CFP®
Partner, Managing Director
Jeanne is a Partner and Managing Director for the Beacon Pointe Stoneham office. With more than 45 years of experience in financial services, she brings a thoughtful approach to helping clients navigate the complexities of their financial lives. Jeanne specializes in providing comprehensive financial planning and investment management, drawing on decades of experience across varying market cycles to guide clients through each stage with clarity and confidence.
Prior to joining Beacon Pointe through the 2026 acquisition of Financially in Tune, which she founded in 2011, Jeanne built a diverse career spanning wealth management, strategic planning, and marketing roles with firms including Fidelity Investments, American Express, and Financial Research Corporation. She has been a CERTIFIED FINANCIAL PLANNER (CFP®) professional since 1996.
Jeanne has been actively involved in advancing financial education throughout her career, previously serving as Director of Consumer Education for the Massachusetts chapter of the Financial Planning Association. Her commitment to financial literacy has included organizing and participating in educational initiatives, speaking engagements at the Boston Public Library, and presentations at Mount Holyoke College. She was also selected by the Boston Globe to participate in its prior “Money Makeover” series.
Jeanne holds a Bachelor of Arts in Economics with honors from Mount Holyoke College, a Master of Arts in Law and Diplomacy with concentrations in International Economics and Business from The Fletcher School at Tufts University, and a Certificate in Financial Planning from Boston University. Originally from Kansas City, Missouri, Jeanne now resides in Massachusetts with her husband. She also has two grown sons and a daughter-in-law and enjoys country music, playing guitar, and cross-country skiing.
Philip Lee, CFP®
Partner, Managing Director
Philip is a Partner and Managing Director for the Beacon Pointe Stoneham office. With more than two decades of experience in financial planning and investment management, Philip works closely with individuals and families to navigate life transitions and pursue their long-term financial goals. He values the personal nature of the planning process and the opportunity to provide thoughtful, fiduciary guidance tailored to each client’s unique circumstances.
Prior to joining Beacon Pointe through the 2026 acquisition of Financially in Tune, Philip built his career working directly with clients after beginning his professional path as a congressional aide and later in the healthcare industry. Philip earned a Bachelor of Arts in Economics from Kalamazoo College, completed the Certificate in Financial Planning from Boston University, and has been a CERTIFIED FINANCIAL PLANNER (CFP®) professional since 2004. His financial insights have been featured as a selected financial planner in the Boston Globe’s prior “Money Makeover” series. He has also dedicated time to several nonprofit organizations, including serving as Treasurer for the Clifton Improvement Area, an organization focused on preserving Beach Bluff Park and the natural environment in Swampscott and Marblehead.
Originally from New York’s mid-Hudson Valley, Philip now resides in Marblehead, MA, with his wife, having successfully “launched” their three grown children. Outside of the office, Philip enjoys gardening, hiking, traveling, and supporting the arts. He is also an avid beekeeper and has completed hiking all 48 of New Hampshire’s 4,000+-foot peaks.
Wealth Advisors
Jennifer Kundrot, CFP®
Senior Wealth Advisor
Jennifer is a Senior Wealth Advisor for the Beacon Pointe Stoneham office. With more than 25 years of experience in the financial services industry, she brings a thoughtful, client-centered approach to financial planning, helping individuals and families better understand their finances and work toward their long-term goals. Jennifer began her financial planning career at a small firm in the Boston area before joining Financially in Tune in 2022, which was acquired by Beacon Pointe in 2026. Her career path reflects a strong analytical foundation and a passion for continuous learning, beginning her professional journey in actuarial science, spending 12 years in the field before transitioning into financial planning to make a more direct impact on clients’ lives.
Jennifer holds a Bachelor of Science in Mechanical Engineering from Cornell University and a Certificate in Financial Planning from Boston University’s Center for Professional Education. She is a Fellow of the Society of Actuaries and became a CERTIFIED FINANCIAL PLANNER (CFP®) professional in 2017. Originally from the South Coast region of Massachusetts, Jennifer spent time in the Bay Area during college but ultimately remained rooted in New England. She and her husband have one daughter and enjoy traveling and exploring new places together.
Client Service & Operations
Amanda Magee, FPQP®
Principal, Operations Manager
Amanda (Mandy) is a Principal and Operations Manager of the Beacon Pointe Stoneham office. With more than 20 years of experience in financial planning, she is dedicated to helping clients navigate their financial lives with clarity and confidence. Mandy values building long-term relationships and supporting families as they plan for the future.
Prior to joining Beacon Pointe through the 2026 acquisition of Financially in Tune, Mandy spent over a decade with the firm, where she played an integral role in delivering comprehensive planning services and also earned the Financial Planner Qualified Professional (FPQP®) designation as well as her Series 65 designation. Originally from the Monadnock region of New Hampshire, Mandy now resides in Stoneham, MA, with her husband, their two daughters, and their pug, Fritzi. Outside of the office, she enjoys traveling and is always seeking new family-friendly destinations.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.