Our Story

We have been working as advisory partners since 2002. In 2010, we co-founded Doble LeBranti Financial Group with the goal of educating individuals, businesses and families on how to achieve their most important goals. We do not believe value-added advice can be garnered without knowing as much as possible about one’s personal, business, and financial life. So we focus and train ourselves to ask the right questions. In-depth discussions, one-on-one communications both in the office and socially translate into our best advisor-client relationships.

We believe our role is to be a lifelong educator that supports you through many of life’s challenges and transitions. Acting as your financial quarterback, we think it is important that all your advisors (CPA, estate attorney, etc) are communicating for your benefit and working as one, cohesive unit to help ensure that your goals and dreams are realized. Please enjoy reading about our family, our background, and our interests below and visit our Contact page to send us a message or schedule a time to talk about your goals and situation.

Our Team

  • Partner, Financial Advisor

    I am an avid gardener, a trait I inherited from my Sicilian grandfather. Herb, cucumber, spinach, lettuce, and tomato varietals fill my backyard each Summer. Get me talking about growing tomatoes and the conversation might never end. The garden is a special place for my daughter Shelby (3) and me. I chase her around the eggplants, teach her when to pluck a tomato off the vine, and help her separate the basil from the stem.

    More About Dennis

  • Partner, Financial Advisor

    I am a life-long MA native and live in Andover with my wife Nadine and 2 daughters Elisia and Calia. When I'm not in the office, I keep busy helping assistant coach Elisia’s basketball team, watching Calia at gymnastics and dance and enjoy a night out on the town with Nadine following some of our favorite DJs and bands who play the soul, disco and R&B that we love cutting a rug to.

    More About Rich

  • Client Service Assistant

    Although I love a fresh-cooked meal and night on the couch watching a movie with my family, I am far from a homebody. I am always on the go with my three teenagers, Kyle, Brady, and Kali. Singing, basketball, baseball, skiing, tennis, lacrosse and gymnastics are just a few of the activities that the children are devoted to. I am very passionate about health and wellness too and enjoy yoga, Barre, Pilates, and Taekwondo where I have obtained my black belt!

    More About Shannon

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Dennis Doble, CFP®

Partner, Financial Advisor

I am an avid gardener, a trait I inherited from my Sicilian grandfather. Herb, cucumber, spinach, lettuce, and tomato varietals fill my backyard each Summer. Get me talking about growing tomatoes and the conversation might never end. The garden is a special place for my daughter Shelby (3) and me. I chase her around the eggplants, teach her when to pluck a tomato off the vine, and help her separate the basil from the stem. I also like to fish (both salt and freshwater, spin or fly). And to complete the circle, I really love to cook and consume great, organic food. There’s something magical and fulfilling about consuming a tomato harvested or fish caught that same day. My ginger bluefish and seared tuna with side aioli recipes count among my friend’s and family’s favorites.

My path to financial advisory started in New York in 2001. While working as an Associate in Goldman Sachs’ Investment Banking department in New York, I woke up one day and could not envision a life where I didn’t live in Boston and own a business. So I walked into my Managing Director’s office and submitted my resignation letter. No one ever left Goldman without a significant banking job already lined up, so my bosses were a bit shocked. My work friends did not believe I would follow through at first, but the timing was right and I did not waver. Before I started on this new path and returned to Boston, I took some time to drive to California and back, on a mission to visit as many ballparks as possible. I completed this journey with the help of family and friends stationed across the country. Chicago’s Wrigley Field, Colorado’s Coors Field, and La Jolla house some of my best memories. Not making it to Pittsburgh’s PNC Park, which had just opened at the time, and is a tremendous park and city is one of my few regrets. At the end of the trip, I knew financial planning would be the focus of my career. As the eldest child, I had always enjoyed advising my parents as they prepared for their own retirement. My experience and conversations with them gave me some real perspective on how the typical client thinks and feels about risk, investing, and the financial markets.

As I worked and gained experience in the field, I wanted to better understand every aspect and situation a family or business owner might encounter tax and estate-wise, so I obtained my CERTIFIED FINANCIAL PLANNERTM (CFP®) designation. This was a multi-year process and involved a lot of case study on unique situations. It proved to be really helpful for my joint work with client CPAs and attorneys.

While I don’t talk much about “Haaavaaahhd,” I am proud that I graduated with a B.A., Economics and was a walk-on, starting catcher for the university’s baseball team. The overall success of our team my senior year and a Fenway Park at-bat will forever be etched in my memory. The at-bat occurred during the Beanpot. After a twelve pitch battle, I got a hold of one. The ball was still rising as it careened off the Green Monster. I remember it “took a homerun away.” Others remind me that I was held to a single. In the years following graduation, my coach at Harvard, the late Joe Walsh, a great friend and confidant, would talk about the admissions standards being extremely stringent. “Thank God you attended Harvard when you did because you would never get in today,” he joked as I nodded my head in agreement. Coaches were always looked up to in my family. My Dad was a long-time high school basketball coach in Belmont and Burlington. I always enjoyed being around and part of a team, whether professionally or personally. I help out my friend’s and their children practice when my time allows for it. They get a chuckle when I tell them that I still play baseball (or some version of it) in an adult night league. I believe it was Shoeless Joe Jackson that once said “I’ve never seen anyone get old playing baseball.” Cheers to that!

My wife Valerie and I are active in raising funds and awareness for the March of Dimes and their mission: Improving the health of babies by preventing birth defects, premature birth, and infant mortality. This is done in memory of our son Mason who is always in our thoughts. We also support and raise funds for Big Brother/Big Sister as Valerie has been a Big Sister to an Arlington teen, Amanda (19), since 2007. . I live in Winchester with Valerie and our beautiful, happy daughters Shelby (3) and Madelyn (born August 2018). When I am not at the office, I enjoy golfing and chasing Shelby around the yard and down the playground slide.

Now you know about me. If you decide to work with DLFG, I look forward to finding out more about you and your hobbies, business, and family.

Dennis Doble
Dennis, Valerie, Shelby, & Madelyn

Rich LeBranti, CFP®

Partner, Financial Advisor

I am a life-long MA native and live in Andover with my wife Nadine and 2 daughters Elisia and Calia. When I'm not in the office, I keep busy helping assistant coach Elisia’s basketball team, watching Calia at gymnastics and dance and enjoy a night out on the town with Nadine following some of our favorite DJs and bands who play the soul, disco and R&B that we love cutting a rug to. I don’t watch TV shows, but the Boston Celtics are always on from October to May in the LeBranti household. In between the flurry of kids sports and activities, we love exploring some of our favorite places on summer weekends: Castle Rock in Marblehead, MA, where I went often as a child, New York City, to enjoy picnics in Central Park and food at Eataly and Old Orchard Beach, ME where we are lucky enough to enjoy a family beach home and the arcades, rides and a huge candy store in the town center. In winter, you will find us sneaking up to Bretton Woods, NH for ski trips which always includes stopping at the mountain top candy store Chutters to grab a “bag” of candy (I see a theme here).

The LeBranti Family Garden is always an annual highlight, where me and the 3 girls spend a great deal of time preparing the soil and planting vegetables like tomatoes, cucumbers, green beans, red peppers, Italian eggplant, lettuce, herbs and much more. Nothing is better than picking a ripe tomato off a vine and eating it like an apple – Calia’s favorite thing to do! At season end, we pickle the remaining green tomatoes, cucumbers and green beans to be enjoyed all fall and winter (ask me for my recipe). I also spend each January making my own homemade fresh and dry sausage – sometimes 100’s of pounds—that is shared among a few families who work over 2 days to make an amazing finished product. I have also joined one of these families in making home-made red wine, an art I hope to master as I stay connected with my 100% Italian heritage. Fun fact: my paternal grandfather, Joseph LeBranti, who was from Castellammare del Golfo, Sicily, was a candy maker and the inventor of Junior Mints(there is that theme again!).

Music is another passion for the LeBranti’s. We spend many evenings in our home gymnastics room, which is our formal living transformed into a “gym”, with bars, beams, rings, rollers and mats – where we often have dance parties and watch routines by Elisia and Calia. We also spend time in the basement playing instruments (I am a self-admitted bass and drum hack) and singing and dancing along to records that I play for the girls – with 3000+ vinyl records to choose from in my collection (which I inherited!!). When not at home enjoying music with the family, I spend time with high school friends at a home studio tinkering with many music forms and can rarely be seen at a few different local establishments playing some vinyl records for others to dance to (fyi: I don’t do weddings).

I graduated from Stonehill College with a BS in Biology in 1998. On track for medical school, with a life-long dream of becoming a doctor and helping others, I realized in my Junior year after interning in the Cardiology unit at NEMC (now Tufts) and watching 2 open heart surgeries (that was so cool!), that medicine did not suit me. Since I still had a desire to help people, I decided that financial planning would be a great profession. Thanks to a life mentor, who I still credit today with much of my personal and professional success, I had the chance to fulfill that desire of helping people and took a job at OneCore in 2000, working under my mentor, as the first stepping stone to building a financial planning practice. At OneCore, I assisted small businesses with their finance needs in regard to cash management, retirement planning and insurance. At our firm now, I head the corporate retirement plan, risk management and client service departments. In 2012, I received the CERTIFIED FINANCIAL PLANNER™ professional designation.

I graduated from Malden Catholic(MC) High School in 1994. If you ask me why I have been blessed with some personal and professional success, I will credit much of it to MC, along with my loving family support and good old-fashioned hard work. I am the Nominating Officer of the MC Alumni Association Board, which I helped to create. Our group sponsors many annual events that help raise money for various scholarships that we award each year, as well as Toys for Tots, where I coordinate donating many toys from the group over the holidays, and Habitat For Humanity, where Dennis and I along with MC students swing a hammer for a great cause a few times a year. Our biggest and newest undertaking is a Mentor Program, (something I hold dear to my heart), and almost 100 MC alums, along with me, have dedicated themselves to the group to be a resource for career advice, internships and a connection to a fellow MC alum who may have had a similar experience or share an interest in a specific industry or field of study. My passion for MC runs deep and I live by the school's motto at home and in business - "Plus Ultra" = More Beyond.

Enough about me…let’s learn about you. I look forward to hearing your story and seeing how we can help you navigate your financial future.

Rich LeBranti
Rich, Nadine, Elisia, and Calia
Elisia and Calia

Shannon Rein Trask

Client Service Assistant

Although I love a fresh-cooked meal and night on the couch watching a movie with my family, I am far from a homebody. I am always on the go with my three teenagers, Kyle, Brady, and Kali. Singing, basketball, baseball, skiing, tennis, lacrosse and gymnastics are just a few of the activities that the children are devoted to. I am very passionate about health and wellness too and enjoy yoga, Barre, Pilates, and Taekwondo where I have obtained my black belt!

I was born and raised in Beverly, and still live there today with my husband of twenty years, Gary, also a lifelong resident of the Garden City. We both enjoy traveling to new places. Some of our favorite destinations are Kauai, Hawaii, Wine Country in California and Aruba, One Happy Island. We also enjoy packing the car for a sunset dinner at the beach or for a ski trip to the mountains with family and friends.

I earned a Bachelor of Science degree at Fitchburg State University and started my professional career working in the booming high tech industry during the late 1990s as a systems engineer and technical marketing specialist for start-up software companies. As we started a family, I launched my own photo greeting card and gift basket business Kali Kards, named after my daughter. I then worked in the wellness industry as an independent consultant promoting Arbonne and Zrii products lines and became very active with North Shore Women in Business.

Before joining Doble LeBranti Financial Group, I worked at a GE-affiliate as an Agency and Customer Relationship Specialist and earned my Property and Casualty Insurance license while there. At DLFG, my role is all client service, and my goal is to help our clients in any way I can.
Shannon Rein Trask
Kali, Shannon, Brady and Kyle
Brady, Shannon, Kali, Kyle and Gary

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To be a thoughtful, well-meaning, enthusiastic leader in Our Community that promotes a culture of innovative thinking, customized advice, and strong relationships.

OUR CORE VALUES

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