The Dover Group is a full service financial planning firm that counsels high net worth families. While the majority of our clients are either retired or approaching retirement age, our team also works with families who have a child or young adult with an emotional or physical disability. Our sensitivity and compassion in helping families plan for their future is what differentiates The Dover Group as a company. We draw on our own personal experiences, as well as those of other families that have faced similar challenges.
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 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, and in his free time enjoys spending time with family, volunteering at his church, hiking, skiing, playing soccer and music with his sons.
John (Jack) Kilvington was born in London, England and currently lives in Boston, MA. He is a graduate of Suffolk University in Boston and holds a BSBA in Management, with minors in Finance and Real Estate. Jack started in finance through his accounting role in The Global Pacific Group while in high school. After this, Jack worked at Julius Baer in the Bahamas as a summer intern. Jack joined the Village Wealth Management team in 2018 as a Client Services Associate where he primarily focused on improving client relationships. In 2019, John moved to Dublin Ireland to work as a Digital Executive for Bad Hombre Digital, where he engaged in web development and digital marketing analytics. Jack joined The Dover Group in 2021 as a Financial Analyst, where he works to ensure clients maintain access to up-to-date financial projections and investment analytics.
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.
As your financial partner, our mission is to provide you the information you need to make the choices that matter most in your life.
Financial planning provided by Williams Advisory Services, LLC, a Registered Investment Adviser.
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