Our Team

Stephen Dellelo

Certified Financial Fiduciary^®, ChFC, CLU, RICP, BPC

Founder | President & CEO

Stephen Dellelo is the Founder and President of Dellelo Wealth Management, a firm he launched in 1991 to offer everyday savers the kind of honest, empowering financial guidance he knew was missing from the industry. With over 30 years of experience, Stephen has built a practice rooted in clarity, compassion, and strategy—helping people retire with confidence and navigate life’s biggest transitions.

After earning his MBA from Babson College and working in the financial services world, Stephen saw firsthand how confusing and overwhelming planning could be. He founded Dellelo Wealth Management to change that. Today, the firm is known for delivering truly holistic planning—not just investment management—grounded in lifestyle goals, tax-smart strategy, and long-term peace of mind.

Education & Experience

A nationally recognized advisor and speaker, Stephen has been featured in The Wall Street Journal and on Ed Slott’s IRA Advisor platforms. He regularly speaks on advisor education and has contributed pro bono tax return preparation for U.S. Army personnel through the Financial Planning Association’s military outreach program. 

He holds multiple advanced designations and credentials, including:

• Certified Financial Fiduciary®
• Retirement Income Certified Professional® (RICP®)
• Chartered Financial Consultant® (ChFC®)
• Chartered Life Underwriter® (CLU®)
• Bucket Plan Certified™ (BPC™)
• Enrolled Agent (EA)
• Member, Ed Slott Master Elite IRA Advisor Group℠
• Member, Massachusetts Financial Planning Association

Get to Know Stephen

A proud father of two and grandfather of six, Stephen grew up in Stoughton and now lives just down the road in Easton. When he’s not with clients, you’ll find him playing music, woodworking, or practicing at the range for competitive target shooting.

Cheryl Bush, BPC

Director of Operations | Investment Advisor

Cheryl Bush joined Dellelo Wealth Management in 2014 and serves as the firm’s Director of Operations. A Bucket Plan Certified® Investment Advisor with over 11 years of experience in the financial services industry, she specializes in holistic lifestyle planning for women and Gen X professionals, helping clients navigate change, gain clarity, and build confidence in their financial future.

Cheryl’s path into the industry was personal. After watching her father struggle with the high cost and complexity of long-term care, she became committed to ensuring others could plan ahead with peace of mind. Today, she’s known for her calm presence, clear guidance, and ability to make people feel understood—especially those who have never felt truly seen by a traditional advisor.

Education & Experience

Cheryl’s work reflects a blend of professional rigor and personal connection. Whether helping a client prepare for retirement, manage a major life transition, or understand the emotional side of money, she brings deep experience and an open, empathetic approach.

She specializes in:

• Holistic financial and lifestyle planning
• Retirement transition strategy
• Insurance and Medicare guidance
• Relationship-based planning for women, caregivers, and Gen Xers

Before joining the financial industry, Cheryl worked in business operations and administration, bringing a detail-oriented mindset and a talent for systems and service to every client interaction.

Get to Know Cheryl

Cheryl is a proud mom, stepmom, grandmother of six, and great-grandmother of one. Outside the office, she enjoys competitive shooting, knitting, gardening, cooking, and spending time by the ocean. A passionate animal advocate and community volunteer, Cheryl supports organizations close to her heart, including the MSPCA, Disabled American Veterans (DAV), Boston Children’s Hospital, and Toys for Tots.

Kirstie Imprescia

Client Services Associate

As a Client Services Associate at Dellelo Wealth Management, Kirstie is dedicated to ensuring seamless financial experiences for both new and existing clients. With a background in the financial industry and years of expertise as a client service specialist and administrative assistant, she brings a unique blend of skills to the table. Whether it’s account openings, or collaborating with our advisory team, her goal is to make our clients’ journey smooth and delightful.

Outside the office, you’ll find Kirstie soaking up the sun with her family. She has two rambunctious boys! Family time and outdoor adventures fuel her spirit. She is always ready to connect and make a positive impact in her community by volunteering. Feel free to reach out—I’d love to chat!

Jonathan Medina

Client Services Associate

Jonathan joined the firm in June 2024 after graduating with a Bachelor of Science in Finance and Accounting from Bridgewater State University. His concentration in Finance during his education has equipped him for his journey towards becoming a Financial Advisor. Jonathan is fueled by a passion for providing clients with the best service from a holistic perspective. His drive to listen and learn will be the foundation for his future success.

Outside of work and studying for his future certifications, Jonathan cherishes time spent with his family. Being one of ten children and an uncle to twelve, he finds plenty of activities to keep up with. Although it can be a big task, Jonathan loves to cook for his family. He also enjoys taking hikes, playing golf, and any other sport that involves the outdoors.

Brutus

Chief Operating Pup

Brutus' main responsibility in the firm is to sleep. When he's not sleeping, he will be happy to greet our clients and keep them busy by giving him attention.

He also likes to be fed treats and go for walks. Brutus loves everyone and is all too happy to meet new and current clients at the door.

Opie

Chief of Treats

Opie is always open for a treat or two. When he’s not napping in Steve’s office you can find him protecting the office.