MEET SALTBOX

Our staff is dedicated to helping you reach your financial goals and have the best possible planning experience.

OUR STAFF

VERA

KELSEY-WATTS

Principal Financial Advisor

Vera (she/her) is a financial planner with a fascination for the many resources in our world: the land, our families and communities built through individual and shared labor, and the material and immaterial wealth that we build, grow or inherit. Vera believes that how we manage our resources and make decisions around capital are some of the most important questions we may be faced with in life.

 

Vera majored in Economics, and studied in the heterodox tradition at Sarah Lawrence College. This course of study deepened her interest in understanding and knowing the history of our economic system, and the material conditions that affect our decision making. She completed further studies in the field of Behavioral Economics before turning to work in the nonprofit industry. Vera deployed her logistical, organizing and accounting skills to support organic farming ventures, serve on publisher editorial boards, and consult with cooperatively-run enterprises.

 

The world of financial planning piqued her interest as a way to bring together planning, education and action to empower clients in their understanding of their personal finances. She is committed to a holistic and informed approach to financial planning and management.

 

Vera was born in Massachusetts, educated in New York, and lived in Boston for several years before relocating to southern New Hampshire in 2016. Vera lives with her spouse, two dogs, and several houseplants and chickens.

TALKMORE

MUKOKI

Associate Financial Advisor

Talkmore (he/him) joined Saltbox in 2020 as Associate Advisor. He completed a Masters of Finance from the University of Massachusetts in Alternative Investments. His undergraduate major was insurance and risk management. Originally from Zimbabwe, Talkmore lives in Salisbury, MA and enjoys the beach and playing soccer.

KEIRA

COLGATE

Director of Operations

Keira (she/her) joined Saltbox in 2020 as Operations Manager, after several years of serving as Operations Director of her household. She loves all things logistical and is known for her large cups of coffee. Keira was born and raised in Newbury and is a New Englander through and through. She majored in Pre-Veterinary Medicine and worked as a specialty veterinary technician. When not at her desk or at home with husband, two children, two dogs and many small animals, she can be found on the sidelines of a field, a dojo, or driving somewhere in between.

PHUONG LUONG

Principal Financial Advisor

Phuong (she/her) is an educator and financial planner. Phuong specializes in financial planning for individuals and families as well as sustainable investing, with a focus on ESG investing and regenerative investing in community loan funds, land trusts, and cooperatives -- to shift capital from extractive industries toward building a solidarity economy. 

 

Phuong understands the current and historical barriers to building financial wealth for so many communities in the U.S. This knowledge comes from her experiences as a former public school teacher and nonprofit professional, a student of financial history and structural/systemic inequality, and from her own upbringing. 

 

Before joining Saltbox, she was the founder of Just Wealth, a virtual financial planning firm. She is the Chair Emeritus of the CFP Board’s Council on Education, where she advises CFP Board staff on the development of education standards and certification requirements for CFP® professionals. Phuong is also a Facilitator for the Boston University Financial Planning Program and a regular contributor to Morningstar, where she writes about financial planning and sustainable investing for an advisor audience. 

 

Phuong majored in Environmental Studies at Dartmouth College, where she was a graduate of the Teacher Education Program. She also earned her Master’s in Special Education from Boston University. Phuong completed the Financial Planning Program at Boston University, where she was a recipient of the Robert J. Glovsky Scholarship for Financial Planning.