For someone immersed in numbers, you might expect Barbara Shegog, CFA, CPA, CDFA®, to be reserved. In reality, she’s anything but. Barbara thrives on connection, and financial planning gives her the opportunity to build meaningful relationships every day.
Known for her empathy and insight, she has a rare ability to understand her clients’ stories, motivations, and goals, often before they’ve even voiced them. She believes financial confidence is the key to helping every part of life fall into place.
Barbara specializes in guiding clients through major life transitions such as divorce, widowhood, and retirement. As a Certified Divorce Financial Analyst®, Certified Public Accountant, and Chartered Financial Analyst, she brings a well-rounded and strategic approach to even the most complex financial situations.
With more than 25 years of experience in investment management and consulting, Barbara has advised a wide range of clients through pivotal financial decisions. She holds an MBA from Boston University and a bachelor’s degree in economics and business from Lafayette College. Before founding BAS Capital Management in 2020, she held leadership roles at Arrowstreet Capital and State Street Global Advisors, where she developed investment strategies and worked closely with corporate and individual clients.
Barbara is also a frequent speaker on topics such as tax planning, divorce finances, and preparing for life’s financial turning points. Her ability to make complex topics feel approachable has made her a trusted resource for individuals and professionals alike.
When she’s not working with clients or studying the latest tax code updates, Barbara enjoys playing tennis, spending time with her family, and walking her beloved rescue dog.
Melissa LeFave is dedicated to guiding individuals through the financial complexities of divorce with clarity, empathy, and precision. As a divorce financial planning associate, she partners closely with clients to help them feel informed, supported, and confident as they make critical financial decisions during significant change.
Melissa holds a graduate degree from Merrimack College and a Master’s degree from Nova Southeastern University. She brings a strong blend of academic training, diligence, and compassion to her work, earning the trust of both clients and colleagues alike.
Known for her thoughtful, client-focused approach and unwavering work ethic, Melissa delivers clear, personalized financial insights that empower individuals to move forward with confidence and peace of mind.
Sam Secord is a passionate and dedicated divorce planning advisor with a unique perspective. Sam’s journey through divorce, combined with her background in interior design and financial planning, allows her to offer an empathetic and insightful approach to clients navigating their own transitions.
With credentials that include CDFA®, CPA, and CFA, our clients know they are working with a team that brings both knowledge and experience to the table. We provide clear, thoughtful guidance through even the most complex financial situations.
Life transitions can be overwhelming, especially when finances are involved. Our focus on empathy and clear communication helps clients feel supported every step of the way. We are more than advisors—we are advocates.
We guide clients through a process that brings structure and perspective during times of uncertainty. Our goal is not just to create a financial plan but to help each client feel more in control, more informed, and more confident about the road ahead.
We offer a complimentary one-hour consultation to focus on your specific goals. If we agree it’s a good fit, you’ll receive a clear proposal outlining the project scope and fees. There’s no obligation, and in just one hour, we’ll start bringing clarity and organization to your financial life.
