Our Team

Steadfast Guidance

As your guide, we walk beside you through all stages of your financial journey. Whether celebrating successes or navigating uncertain markets, we work diligently to help you avoid emotional mistakes, so you stay on course toward financial freedom.


Allison DeLena, CFP®

Financial Advisor


American University School of International Service

Career Background

After graduating from American University in Washington D.C., Allison started her career as an administrative assistant at Stonehearth Capital Management. With her CFP® certification under her belt, she rose through the ranks of the financial planning world — from a paraplanner to a financial planning specialist to the co-director of financial planning at Baystate Financial, managing a team of 12 who created financial plans for Baystate’s advisors.

In 2018, after the birth of her son, Allison sought a position closer to home, where she could continue to make a positive impact on people’s lives. After meeting the Blanchette Financial Group team, Allison knew she’d found a company where she could feel at home. In her role, Allison assists Stephen with building and analyzing financial plans and provides exceptional customer service to our clients.

Personal Life

Allison lives in Groveland with her son, Julian, and daughter, Zoe. In her free time, she enjoys traveling with her family and cheering on all Boston-based sports teams. Allison also volunteers with the Dana-Farber Cancer Institute as a financial coach, providing pro bono financial planning assistance to patients and their families.


Timothy Helman, CFP®, ChFC®, CLU®

Financial Advisor

Career Background

Tim attended the University of Miami (FL) and earned a degree in Finance with a minor in Economics from the University of Vermont. 

With an unwavering dedication to delivering superior client outcomes and a career marked by diverse experiences, Tim stands as a trusted financial advisor recognized for his multifaceted expertise.

Launching his career in financial services in 2014, he grew into a trusted leader at Commonwealth Financial Network, showcasing his versatility and expertise across the Insurance, Annuity Research, Investment Consulting Services, and Business Solutions departments.

His dedication is evident through his acquisition of the prestigious ChFC®, CLU®, CFP® designations, proving his commitment to continuous learning and expert financial planning. A client-centric approach defines his problem-solving ethos, ensuring tailored solutions to meet unique needs. His academic foundation and extensive designations reflect his devotion to excellence.

Personal Life

While dedicated to the financial well-being of his clients, Tim is equally passionate about life beyond the office. Tim lives in Littleton, Massachusetts with his fiancée, Shannon. Family time holds a special place in his heart. Other passions include improving his golf game, crafting new and creative dishes in the kitchen, and traveling the world. Adding a unique flair, Tim has embraced woodworking, transforming raw materials into bespoke furniture and indulging in DIY projects that reflect his creative prowess.


Catherine Cox

Administrative and Client Service Specialist

In her role as administrative and client service specialist, Catherine handles all aspects of account administration, including forms processing, updates, transaction requests, and account research. She is available to answer any questions in these areas. Catherine graduated from National University in San Diego, California, with a bachelor’s degree in business administration and a concentration in computer science. She lives in Merrimac, Massachusetts, with her husband, Darrel, and son, Jason. She enjoys sailing, hiking, skiing, gardening, and “all things outdoors.”

Our Extended Team

Through our affiliation with Commonwealth Financial Network®, we have access to teams of investment research specialists and advanced planning professionals to help us better serve your needs. Use these buttons to learn more about our support teams.