Our Team

Stephen Dellelo

Certified Financial FiduciarY^®, ChFC^®, CLU^®, MSFS

Founder & President

Stephen is the Founder and President of Orbis Strategic Wealth, a holistic financial planning firm, where he has been providing income strategies to families nearing or in retirement for over 30 years. He holds an accounting degree from Bentley University and an MBA and master's degree in Financial Services. He holds the following designations, Chartered Financial Consultant® and a Certified Financial Fiduciary® (CFF).

Stephen is a former college professor and formerly provided financial literacy to students in the Jr. Achievement Program. He is the co-author of the book Tax-Free Money for Long Term Care and has published various articles on personal finance.

He was chosen for by The Dementia Society of America to educate and help financially prepare families for the road ahead.

He is a member of Ed Slott’s Elite IRA Advisor Group℠, an organization of financial professionals who are committed to the study and mastery of IRA planning. As a member, Stephen has participated in numerous training workshops on individual retirement accounts.

Stephen likes to spend his free time with his grandchildren, shooting on the range or watching New England Patriots football games. He has also been known to dabble in the kitchen a bit.

_{Ed Slott's Elite IRA Advisor Group℠, is solely an indication that the financial advisor has attended training provided by Ed Slott and Company. Ed Slott is not affiliated with Prosperity Capital Advisors.}

Cheryl Bush, BPC^®

Investment Advisor & Licensed Life Insurance Professional

Medicare Advantage Plans, Medicare Supplement Plans & PDP's

Cheryl joined the firm in 2014 with an extensive background in management and customer relations. She currently holds her Series 65, life, health, and annuity licenses. Cheryl cares deeply about understanding her client’s goals, concerns, and dreams by listening carefully to what they have to say. Her approach supports investment planning individualized to each client’s wishes. She is also very passionate about educating and building confidence in women that can provide them financial independence.

In her free time, Cheryl enjoys spending time with her husband Kevin, and their two pups, Brutus and PePe. She loves to garden and cook using fresh local ingredients. She is the proud mom of two children, two stepchildren and "Nina" to six beautiful grandchildren. In the summer, you can find¬ Cheryl and Kevin at their favorite place by the ocean on Cape Cod. 

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.