Meet the Team

Nick Lalonde, CFP®, is the founder and lead wealth manager for Third Act Wealth Management, a firm dedicated to empowering high achievers to redefine retirement and thrive in their third act.

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Nick discovered his passion for wealth management at a young age. Growing up in a household reminiscent of the Brady Bunch, he was one of six children and always marveled at his parents' ability to provide in abundance. His fondest childhood memories were formed around the dinner table, filled with laughter and shared stories of the day. However, this once joyful and harmonious life was disrupted by the unexpected. Nick's stepfather faced serious health issues that kept him out of work for nearly a year, and economic difficulties in the family business forced his mother to increase her work hours to keep the family afloat. Despite her efforts, their household couldn't survive on one income, leading his parents to make the difficult decision to divorce.

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Witnessing his family's financial struggles left a profound impact on Nick. He understands that even the most successful individuals can face unexpected challenges that disrupt their lives and plans. Driven by this understanding, Nick believes that high achievers deserve proactive and insightful financial guidance to ensure their continued success and fulfillment.

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Nick founded Third Act Wealth Management in 2023 after gaining valuable experience with two of the largest firms in the country. He firmly believes that the key to achieving personal success lies in helping others achieve theirs. This philosophy has been the cornerstone of his career, leading him to finish in the top 1% in growth among advisors at his prior firm from 2018 to 2022. Additionally, Nick was a finalist for the ThinkAdvisor Luminaries Thought Leadership Award in 2022 and earned the prestigious Five Star Wealth Manager award in 2024.

Meet Jaylene Roloff, Client Service Manager at Third Act Wealth Management

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Jaylene Roloff is the Client Service Manager at Third Act Wealth Management. Originally from Florida, Jaylene worked in some of the top hotels in the country, where she honed her skills in hospitality and learned how to deliver an exceptional client experience. In her role at Third Act Wealth Management, Jaylene is dedicated to ensuring an exceptional client experience by handling back office support, addressing the administrative needs of clients, and maintaining client satisfaction through diligent follow-up on tasks and communication. Her proactive approach and attention to detail help create a seamless and efficient client service process.

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Prior to joining Third Act Wealth Management, Jaylene worked in a similar capacity at JPMorgan, where she served financial practices across the East Coast. Her experience at JPMorgan honed her skills in client service management and provided her with a strong foundation in the financial services industry.

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In her free time, you'll find Jaylene wedding planning with her fiancé, Joe, attending the best country concerts, or taking a road trip to mark off a goal of visiting all 50 states.

Jason joined Third Act Wealth Management in 2024 as a Paraplanner. In his role, Jason is dedicated to providing the highest level of service to the clients and colleagues he supports. He plays a crucial part in the financial planning process by preparing for client appointments, assisting with follow-up tasks, and ensuring all client interactions are seamless and efficient. Jason's meticulous attention to detail and proactive approach help deliver a comprehensive and personalized wealth management experience.

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Before joining Third Act Wealth Management, Jason was a vital member of the Private Client team at Charles Schwab. There, he served as a point of contact for high-net-worth clients and their outside professionals. This experience allowed Jason to learn and sharpen foundational skills in the financial services industry. He enjoyed serving and guiding clients with complex needs, discovering a passion for the wealth management industry along the way.

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During his tenure at Charles Schwab, Jason earned his Series 7, 63, and 65 licenses. His expertise in managing complex financial needs and his dedication to client service make him an invaluable asset to the Third Act Wealth Management team.

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Jason's approach to wealth management is centered on understanding each client's unique goals and needs, ensuring they receive personalized and effective financial strategies.

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In his free time, Jason enjoys practicing kickboxing, staying active in the gym, traveling, and spending time with his dog, Candy.

Cheryl Lalonde brings a diverse professional background to her role as [insert job title] for Third Act Wealth Management. After retiring in 2018 from a long, successful legal career in state government as legal counsel to numerous state boards and agencies, Cheryl transitioned into pharmacy compliance, where she applied her analytical skills and attention to regulatory detail. In addition to her compliance career, Cheryl recently agreed to moonlight for Third Act Wealth Management, by contributing her writing expertise to craft compelling messaging that reflects the firm’s values, voice, and mission.

Cheryl exemplifies the spirit of our credo by embracing life’s next chapter with curiosity, action, and creative purpose. In her own third act, she made a bold cross-country move, fueled by a deep commitment to family, a thirst for travel, and a renewed passion for writing. With fresh eyes and an open heart, Cheryl has thrown herself into this new season with gusto, describing it as “shaking up the Etch A Sketch” to rediscover the joy of starting fresh, building new connections, and stoking the exciting stories that are unfolding for her.

Rosemarie Toole is a dynamic professional born and raised in New York. She pursued her higher education at Florida State University, earning dual degrees in Criminology and English Writing. After graduation, Rosemarie dedicated 18 years to her role as an Executive at Target stores, where she honed her leadership and organizational skills. 2010, she transitioned to the financial sector, becoming a Virtual Administrator in an Office of Supervisory Jurisdiction (OSJ). Through this experience, Rosemarie discovered her passion for client communication and support.

Today, as a Client Manager and Administrative Assistant, she diligently ensures clients receive exceptional assistance, leveraging her extensive background to create positive experiences. Outside of her professional life, Rosemarie is a proud mother of a daughter who is about to graduate high school.

She enjoys spending her free time golfing, relaxing at the beach, walking, and engaging in activities that allow her to soak up the sun.