We love this job. Enough said.
Jessica Blood, CFP®
Founder & CEO
John Blood, CFA®, CFP®
Chief Investment Officer
Brian DeAcetis Jr., CFP®, CPWA®, MSF
Financial Advisor
Jenny Lynch, CFP®
Financial Advisor
Theresa M. Rosen
Advisor Emeritus- Client Liaison
Founder Prudence Financial, Inc
Louise Sharp, CLTC, AIF®
Financial Advisor
Maya Werner, CFP®
Financial Advisor
Rosie Thornock
Client Service Administrator
Rhea Doctor
Director of Investment Services
Jessica Blood, CFP®
Founder & CEO
As the Founder & CEO of PlanWise Financial Group, her mission is to share her knowledge and expertise to help pursue both financial well-being and personal contentment.
Jessica is proud to call herself a CERTIFIED FINANCIAL PLANNER® professional. This certification shows Jessica’s commitment to staying educated in financial knowledge while putting her clients’ interests first.
Jessica was born and raised in Upstate New York. She is a Cum Laude graduate of the Boston University Questrom School of Business (a proud “Terrier”) and a scholarship track and cross-country athlete. Despite living in Austin now, she finds herself always rooting for the Red Sox and Patriots – in addition to the ‘Horns. Hook ‘em!
Jessica met her husband, John, in Boston. They moved from Boston to Austin in 2009 and fell in love with all Austin had to offer. Jessica and John have two miracle IVF children, Connor and Caroline, as well as her fur child, Brady the labradoodle. When Jessica is not working, you will find her spending time with her friends and family, volunteering at Connor or Caroline’s school, running, and traveling. Always up for an adventure, the family looks forward to exploring new places each summer.
Giving back is a big focus for Jessica, her family, and everyone at PlanWise. Jessica is involved with the Ronald McDonald House of Austin to help raise awareness and gives back by volunteering, gathering necessities for families in need, and attending many of their annual fundraisers. Knowing how painful — and joyful — the fertility process can be, Jessica is also passionate about lending families going through fertility treatments a shoulder to cry on or a listening ear.
John Blood, CFA®, CFP®
Chief Investment Officer
John began his investment career as an analyst for Morningstar, Inc, one of the most respected independent investment research firms in the country. He then spent 10 years as Director of Research and Chief Market Strategist for Commonwealth Financial Network, where he provided investment guidance to financial advisors with more than $50 billion in assets under management. Most recently, he founded and ran his own Registered Investment Adviser — Disciplined Wealth Strategies/Efficient Advisors — and served on the executive leadership teams at Dimensional Fund Advisors, LP (DFA) and Ladenburg Thalmann Financial Services, Inc.
John is passionate about helping investors make well-informed financial decisions by looking beyond market hype, emphasizing transparency and a long-term perspective. John has been a frequent public speaker on investment theory and investor behavior, and he enjoys sharing the knowledge and wisdom he has acquired in his career to help make complex financial topics easier to understand for all investors.
John holds both MBA and MS in Finance degrees from Boston College, as well as a BS degree in engineering from Rensselaer Polytechnic Institute. John is also a CFA® charterholder and a CFP® practitioner. When not working, you can find him on the golf course, coaching youth sports, or spending time with his wife Jessica and children Connor and Caroline.
Brian DeAcetis Jr., CFP®, CPWA®, MSF
Financial Advisor
As a financial advisor at PlanWise, Brian’s goal is to work with clients to help them understand and pursue their “Why”. Although the numbers and strategies can drive our day-to-day conversations, finding what clients are passionate about and empowering them to work toward their goals is what makes his job so exciting and fulfilling.
Growing up in a big family where finances were not a familiar topic of conversation, Brian was able to experience firsthand the value that an advisor can, or could, deliver to clients and their families. Understanding the impact that a knowledgeable financial professional can have with clients, along with his inner analytical nature, he knew this was the career for him.
Brian started his career in 2019, working in a financial advisory firm in downtown Boston. Getting into the industry right before the start of a pandemic was certainly a challenging time but was a great learning experience as well. Learning to navigate and nurture client relationships during uncertain times has allowed him to have a fresh perspective on the importances within a client relationship. Brian then joined our Broker/Dealer, Commonwealth Financial Network, in the beginning of 2022 where his role shifted inside of the Advanced Planning Team. This role allowed him to work closely with financial advisors across the country to consult and strategize around many financial planning topics and ultimately led him to PlanWise in April of 2024.
Brian holds both a BSBA and MS in Finance degrees from Suffolk University and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Certified Private Wealth Advisor® professional. Brian was born and raised on the south shore of Massachusetts and now resides in Dedham, MA. Outside of work, he enjoys golfing as much as possible, taking his dog Leon on long walks, and keeping up with all of the Boston sports teams.
Jenny Lynch, CFP®
Financial Advisor
As a financial advisor at PlanWise, Jenny’s role is to assist clients with all aspects of the financial planning process. She graduated from Stonehill College in 2006 with a Psychology degree and has been working in the financial services industry ever since. Over the past 15+ years, she has worked at companies such as Columbia Threadneedle Investments, our Broker/Dealer, Commonwealth Financial Network, and Ned Davis Research, an industry leading investment and economic research firm. It was at Ned Davis, that Jenny learned about the history and psychology of the stock market and came to realize that her college degree and work experience were very intertwined. Her years of experience have taught her that you don’t have to know everything about the stock market and economy to be an effective investor. You just need to have a disciplined plan that keeps you on track toward pursuing your goals.
Jenny enjoys helping busy people piece together their financial puzzles and simplify one seemingly complex part of their lives. As a wife, mother, student, and working professional, she knows what it is like to juggle a million things at once and feel like you will never have time for it all. Her passion for financial planning led her to continue her education. She has completed Boston University’s Certificate in Financial Planning Program, and is proud to call herself a CERTIFIED FINANCIAL PLANNER® professional.
Jenny and her husband, Kevin, live in Milton, MA with their three children, Thomas, Lily, and Harrison. Jenny and Kevin were both collegiate lacrosse players and their competitive nature lives on in their children. As a family, they love doing anything outdoors, from hiking in the Blue Hills to spending their summers on the beaches of Cape Cod. When she is not doing schoolwork or driving her kids to and from their various sporting events and extracurricular activities – she enjoys sneaking out for a long run or a workout on her Peloton.
Theresa M. Rosen
Advisor Emeritus- Client Liaison
Founder Prudence Financial, Inc
As Founder and CEO of Prudence Financial, Inc., Theresa built a practice dedicated to helping clients preserve and invest their financial well-being for life. This year, Theresa celebrates 40 years in the financial services industry. Still guided by her motto—“Simplicity + Prudence = Powerful Solutions That Make Sense”—she brings a clear, practical, and personalized approach to client service and support.
After an extensive vetting process, Theresa partnered with PlanWise Financial in 2024 to facilitate a smooth transition for her clients’ ongoing care. “My clients are like friends and family. They deserve the highest level of attention, and I know PlanWise is able to provide that.” Since stepping back from her role as advisor and joining the team in July 2024 as a Client Service Liaison, Theresa has embraced a mentoring role while continuing to support clients with the same dedication and service philosophy that defined her career.
Outside of work, Theresa enjoys the outdoors, travel, reading, writing, and time with family. A former marathoner, she has run the Boston, NYC, and Miami Marathons for charity, raising more than $50,000 for various charities. An avid hiker, she has completed all 48 of New Hampshire’s 4,000-foot peaks and is working toward completing the New England 67, having already hiked three of Maine’s highest summits.
Louise Sharp, CLTC, AIF®
Financial Advisor
Louise’s goal is to make the financial planning process fun for her clients. She believes each person’s journey is unique, and she strives to provide a sense of relief and confidence that will inspire her clients to pursue their true joys in life. She prides herself in helping to simplify seemingly complicated situations, and loves building lasting, meaningful relationships.
Growing up in Newark, Delaware, Louise was a painfully shy child, hating any kind of attention, and talking only when necessary. It wasn’t until going away to the University of Vermont that she spread her wings and opened her world to new adventures and people. After graduating UVM with a degree in Mathematics, she pursued a career in the high-tech industry. It was at Honeywell Bull Information Systems that she met her husband, Bob. They have been blessed with not only Bob’s three daughters, but an amazing daughter together, Sara. Louise’s love of numbers eventually served her well as a financial advisor. For almost 30 years, Louise has served in the financial services industry, successfully navigating decades of economic, political, and cultural changes.
Louise lives with her husband Bob in Falmouth, MA. She loves the ocean and is known for daily 4-mile walks whenever possible. She is passionate about giving back, and has held advisory positions with several charities, including Haven Project, Care Dimensions, Dana Farber Cancer Institute, as well as doing pro bono financial coaching. She is currently serving on the board of Palmarito Sea Turtle Rescue.
A key part of Louise’s philosophy is to keep humor front and center. She believes that the ability to laugh improves almost every situation in life, even the most challenging.
Maya Werner, CFP®
Financial Advisor
Maya joined PlanWise in July 2022 as a Client Service Associate. Her addition brings another fun, smart, outgoing, and friendly personality to the PlanWise family. After an engaging internship with PlanWise in Summer 2021, Maya knew it was the right place for her to grow, learn the ins and outs of the wealth management industry, and ultimately fulfill her dream of becoming a financial advisor.
Maya is a 2022 Texas A&M University graduate (Gig ‘em!). She graduated Magna Cum Laude with a BBA in finance. Throughout her four years, Maya was involved with philanthropic events for her sorority, Tri Delta. She discovered a passion for helping others and enjoyed coordinating fundraising events, including raising money for St. Jude Children's Research Hospital. The fulfillment Maya found in helping others is just part of the reason she wanted to pursue a career in wealth management.
When she’s not working or studying, Maya enjoys spending time with her friends and family, boating on Lake Travis, cheering on the Aggies at football games, hitting a spin class downtown, or traveling (Greece is one of her favorite places). Maya was born and raised in Lakeway, TX and has one older sister, Siena. They grew up with two loving parents, Joe & Tracy, who met in Milan, Italy while working as electrical engineers for IBM. At home, the Werners have two adorable mini-Australian Shepherds, Blue and Buffy.
Maya obtained her CERTIFIED FINANCIAL PLANNER® certification in November 2025!
Rosie Thornock
Client Service Administrator
As Client Service Administrator at PlanWise, Rosie is focused on serving our clients and supporting our financial advisors as they address client needs and seek to exceed expectations. Rosie comes to PlanWise with an extensive background in both business operations and customer service. She enjoys working on the systems, processes, and projects that allow the practice and advisors to operate efficiently and effectively for our clients.
Rosie’s path to a financial services career is unique. She is a teacher by education, holding a bachelor’s degree in science education from Brigham Young University. Rosie taught middle school science for several years before taking a career break to focus on raising her young family. Upon returning to the work force, Rosie began teaching for a well-known test prep company, where she quickly transitioned from teaching to the business operations side. After several years in the test-prep world, Rosie decided to take her career in a new, more fulfilling direction, and began seeking opportunities in finance and accounting. She is now beyond thrilled to be part of the caring and dedicated PlanWise team.
When not working, Rosie’s favorite thing to do is spend time doing anything with her favorite four people in the world: her husband, Brian, and three teenaged kids (Allison, Carter, & Lindsey). They are recent transplants to Massachusetts and enjoy exploring New England together. When time allows, Rosie can be found reading, sewing, or dreaming up the next home remodel project on the list. She is also active in her church community and currently serves on the children’s programming board for the Blackstone Valley area of congregations.
Rhea Doctor
Director of Investment Services
Rhea joined PlanWise in August 2026 as Director of Investment Services. Prior to joining PlanWise, she spent five years at Dimensional Fund Advisors, where she partnered with financial advisors across the country on portfolio construction, provided investment education and resources, and supported firms in delivering thoughtful, evidence-based investment solutions to their clients. She is passionate about making investing more approachable and helping clients feel informed and confident.
Rhea earned her Bachelor of Business Administration in Finance from The University of Texas at Austin. At PlanWise, she applies her experience with public markets and portfolio design to support the advisory team in helping clients better understand their investments.
Outside of work, Rhea enjoys trying new restaurants around Austin, taking walks around Town Lake, painting, Pilates, and spending time with family and friends.