Our Team

William A. Payne, CLU®, ChFC®, MSFS

Principal and Co-Founder

Bill Payne is a principal and co-founder of PRW Wealth Management LLC. His primary focus is advanced planning for high net worth individuals and families. This involves a fully integrated approach to managing, preserving, and distributing wealth in a tax-efficient manner. Read Bill’s entire bio. 

Richard A. Renwick, CLU®, ChFC®, MSFS

Principal and Co-Founder

Rick Renwick is a principal and co-founder of PRW Wealth Management LLC, where it is our MISSION to provide CLARITY FOR YOUR PRESENT and to support your VISION FOR YOUR FUTURE. It is our belief that you are far more likely to accomplish all you desire if you and your advisors are walking forward in lockstep fashion supported by these two foundational pillars.…read Rick’s entire bio. 

Elliot Herman, CFP®, CPA

Partner and Chief Investment Officer

Elliot is a Partner and Chief Investment Officer at PRW Wealth Management LLC. He oversees the firm’s wealth management practice, developing plans focused in the areas of wealth transfer, retirement, investment, tax, risk management, and estate planning.  He also is responsible for the development, implementation, and monitoring of customized investment plans for the Firm’s clients…read Elliot’s entire bio

Janice A. Forgays, Esq., CLU®

Estate and Wealth Management Counsel

Janice is an attorney with over 25 years of assisting affluent clients and advisors on comprehensive, complex and effective wealth accumulation, conservation and transfer planning. Janice supports the work of other professional advisors in helping clients achieve their complex…read Janice’s entire bio.

Ted Dziuba, CLU®, ChFC®

Director – Advanced Planning

Ted Dziuba is the Director of Advanced Planning at PRW Wealth Management LLC.  He joined PRW in 2008 to assist in the firm’s wealth transfer and estate planning endeavors.  Ted’s primary responsibilities include life insurance product research, case management and design…read Ted’s entire bio.

Gary A. Wentling, MBA

Director – Finance and Operations

Gary Wentling is the Director of Finance & Operations for PRW Wealth Management LLC.  His primary responsibility is managing the firm’s daily operations.  This includes workflow and project oversight, financial accounting, computer network administration, human resource administration, and team management. Read Gary’s entire bio.

Nathan Baldwin, CFA, CFP®

Senior Wealth Advisor

Nate Baldwin joined PRW Wealth Management, LLC in April 2021 as a Senior Wealth Advisor. He brings to the firm over 22 years of financial planning and investment management experience. Nate’s primary responsibilities are providing financial planning and investment services to clients, drawing on his own expertise while collaborating with… Read Nate’s entire bio.

Jared Sweeney, CFP®

Senior Wealth Advisor

Jared joined PRW Wealth Management, LLC in April 2018 as a Wealth Advisor.  He brings to the firm over 12 years of banking, lending, investment management, and financial planning experience.  Jared’s primary responsibility is to counsel clients using a multi-disciplinary approach to provide comprehensive solutions to their complex financial situations…read Jared’s entire bio.

Duncan Payne

Business Development Officer

Duncan Payne graduated from Northeastern University in 2012 with a Bachelor of Arts in History and International Affairs. Shortly after graduating, Duncan served 8 years in the Naval Special Warfare Community as a Navy SEAL. Duncan gained valuable leadership experience and tremendous problem-solving capabilities while on Active Duty…read Duncan’s entire bio.

Cheryl Mattar

Senior Client Service Specialist

Cheryl is a Senior Client Service Specialist at PRW Wealth Management LLC and has been with the firm for 15+ years. Her primary responsibilities include the processing of all investment business from inception to completion.  She is also responsible for all client-related service and support.…read Cheryl’s entire bio.  

Stephanie Manchon, CLU®

Client Services Manager

Stephanie is the Client Services Manager at PRW Wealth Management, LLC. She has over 16 years’ experience in financial services, focused primarily on delivering exceptional service to clients and building strong, lasting relationships. Stephanie’s experience allows her to work closely with both the investment and insurance teams to help deliver comprehensive solutions to clients…read Stephanie’s entire bio.

Marilyn Starbird

Senior Executive Assistant

Marilyn is a Senior Executive Assistant at PRW Wealth Management LLC. Her primary responsibilities
include providing high level support for senior management, anticipating needs for the PRW team
providing superior service for our clients…read Marilyn’s entire bio.

Debra Burns

Senior Support Advisor

Debra (Deb) Burns is a Senior Support Advisor at PRW Wealth Management. She has over fifteen years of experience in financial services and currently holds a Series 65 (NASAA Investment Advisers Law Examination) License along with a MA resident Life & Health Insurance License. Deb studied Human Development…read Debra’s entire bio.

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