Our Team

Keith Greenfield

Keith Greenfield graduated Magna Cum Laude in Finance from Boston University. As a member of the Million Dollar Round Table’s prestigious Top of the Table, Keith is consistently recognized as a national leader in the field of estate planning and insurance design. Over the years, Keith has also been involved in helping successfully launch several technology companies.  In addition to his professional accolades, Keith, his wife Tina and their children Kadie, Stephanie, Jordana and Jordan founded a children's theater group called Open Fields.  Open Fields ”where young talent grows” has been offering incredible opportunities for personal growth both on and off the stage for the past ten years.  Open Fields members have gone on to star on Broadway as well as getting into top notch colleges and universities nationwide as theater majors.  Keith, Tina and their children live in Dover, MA.

Daniel R. Williams

Daniel Williams graduated from Babson College with a triple major in Finance, Investments and Entrepreneurial Studies. Dan is a Certified Financial Planner, a Chartered Financial Consultant and has been named in Boston Magazine and The Wall Street Journal as one of Boston’s top financial planners. He is a frequent speaker to senior organizations and teaches several adult education courses in the Greater Boston community. Dan lives in Sudbury with his wife Stephanie and sons Jeffrey and Griffin. He enjoys coaching his son’s teams and playing the saxophone in the Williams Brothers Band.

Cindy Zou

Cindy grew up in a family where her parents were avid travelers. Their sense of adventure was contagious and inspired Cindy to explore the world outside of her hometown in China. The decision to leave was lamented during a trip to New York during her Junior year of college, she would continue her education in the states.  After receiving her bachelor degree of Financial Management from Nankai University in Tianjin, China, Cindy attended Ohio State University, graduating in 2014 with a Master’s degree in Finance. From there, she travelled to Wellesley, Massachusetts where she joined the Dover Group team as a financial analyst. Her strong background in finance and impressive analytical skills have made her an integral part of the Dover Group Team. Cindy is a Certified Financial Planner (CFP®), as well as a Certified Financial Analyst.

Cindy enjoys spending time with her husband, Ricky, and planning trips with her family. Her favorite pastime is her and her husband Ricky, performing for their two cats at their home in Newton (Cindy on piano with Ricky accompanying on guitar).

Certifications:

• CFA, CFP®

Kathleen DeBlois

A Massachusetts native, Kathleen grew up in Sherborn, Massachusetts, not too far from the Dover Group. She traveled out West to California where she attended Santa Clara University, graduating with a Bachelor of Arts in Art History. She joined the Dover Group team in 2015 as an Administrative Assistant, and now works as  the Director of Client Services. Her focus is on client services, life insurance & long-term care policy management and new business, and overseeing the office operations. She is skilled in Microsoft Word, Microsoft PowerPoint, and Microsoft Excel, as well as communication, and prioritizing tasks. Kathleen currently resides in Boston, and enjoys spending time with friends and family.

Certifications:

• Licensed MA Resident Individual Producer
• Notary Public