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FEE-ONLY FINANCIAL PLANNING 

MEET SALTBOX

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

VERA
KELSEY-WATTS

Owner + CERTIFIED FINANCIAL PLANNER

Investment Management

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 dog, several houseplants and chickens.

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LESLIE
MODICA

Principal + CERTIFIED FINANCIAL PLANNER

Hourly Planning

Leslie (she/her) is a financial planner by trade and storyteller by heart. She believes there is no such thing as being “good” or “bad” with money and that everyone makes the best decisions possible with the resources they have. Leslie takes an educational approach to financial planning and is known around the office for her long email explanations to make sure clients understand financial topics.  Leslie started her career in journalism, where she learned how to listen to what people weren’t saying and understand how economic status, gender, and race influenced available decisions. During that time, Leslie learned how to comb through municipal and school budgets, reported extensively on the local housing market, and regularly covered politics and legislative issues. Her communication background later translated into a position as a Publications Associate for a local investment advisory firm that specializes in working with foundations and nonprofits. Leslie has also spent two decades working in the hospitality industry, a skill she brings to her care and warm approach to clients. She specializes in working with clients within the hospitality industry who have unique financial planning needs around uneven income and accessing benefits outside the traditional employer model.   Leslie received her CFP® designation in 2023. She holds a Bachelor’s of Journalism and Bachelor’s of Science in Political Science from the University of Missouri-Columbia. A native Chicagoan, Leslie moved to New England in 2007. She’s always eager to chat with a fellow Midwesterner, but cannot imagine life without the mountains and the ocean. Leslie’s home is in southern New Hampshire with her cat, Clark, and dog, Luke.

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BÉLA S.
ROBBINS

Chief Operating Officer

Operations

Béla (she/her) is a seasoned executive and has worked for several socially responsible, ESG-focused, and impact investing advisory firms, and has dedicated her career to be in service to her values by working with organizations with missions geared towards addressing racial, social, environmental, and economic injustices. She now focuses her time consulting with registered investment advisory firms in developing and executing their strategic plans, and providing operational and compliance solutions to help firms achieve optimal performance and success, while helping to build a transformative culture as a force of change. As a woman of color who has spent most of her career as a minority executive, advocating for marginalized communities is her calling, and collaborating with inspired leadership is her passion. She has a proven track record of providing leadership in financial management, and developing, supervising, and mentoring teams while ensuring that equity and inclusion are at the forefront of her approach. Béla holds the Series 7 and Series 65 licenses, and a Bachelor of Science in Business Administration specializing in Finance. She is also pursuing an MBA degree.

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ALLIE
HENKE

Operations Manager

Operations

Allie (she/her) lives in New Hampshire with her husband and two children. After completing her degree in Business Administration, she passed her Series 7 and 66. She has previously worked for a traditional wealth management firm before joining our team.

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ILIANA S–D
REINHARDT

Impact Researcher

Investment Research

Iliana (she/her) is following her calling to become a financial planner. She passed the series 65 exam and is a recipient of the Charles Schwab Foundation CFP® Certification Scholarship. She co-founded Wholehearted Bookkeeping, a cooperatively-owned bookkeeping firm, in 2020 and has been part of the conversations for building a new economy since 2013. Iliana is a Mexican immigrant currently based in Washington where she is homesteading with her husband and two children. She loves making soap and connecting with rad moms. She holds a Bachelor’s degree in Sustainable Development and Mathematics from Columbia University. During her time in New York City, Iliana organized around fossil fuel divestment and reinvesting in a Just Transition.

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JENNA
RODRIGUES (EA)

Tax Manager

Tax Preparation

Originally from Maine, Jenna (she/her) now lives in Boise, Idaho. She has worked for fee-only and traditional financial planning firms since 2017 in various paraplanner and associate advisor roles. Jenna is an Enrolled Agent, a federally licensed tax professional authorized by the US government to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential the IRS awards. Jenna has been working with us part-time as an in house Tax Preparer as she completes her CFP® coursework.

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JORDYN MIDDLEBROOKS

Associate Financial Advisor

Hourly Planning

Iliana (she/her) is following her calling to become a financial planner. She passed the series 65 exam and is a recipient of the Charles Schwab Foundation CFP® Certification Scholarship. She co-founded Wholehearted Bookkeeping, a cooperatively-owned bookkeeping firm, in 2020 and has been part of the conversations for building a new economy since 2013. Iliana is a Mexican immigrant currently based in Washington where she is homesteading with her husband and two children. She loves making soap and connecting with rad moms. She holds a Bachelor’s degree in Sustainable Development and Mathematics from Columbia University. During her time in New York City, Iliana organized around fossil fuel divestment and reinvesting in a Just Transition.

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