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Your Team

The Professionals Helping You Achieve Success

  • Executive Management
  • Wealth Advisors
  • Portfolio Management
  • Financial Planning
  • Marketing
  • Operations & Support
  • Institutional Consulting
  • Don Reilly

    Chairman Emeritus

  • Frank Reilly, MIBA

    Cofounder & President

  • Dean Peabody

    Managing Director – Trading

  • Christina Dodge

    Managing Director - Marketing & Special Projects

  • Sonja Larimore, IACCP®, AIF®

    Managing Director - Operations & Compliance

  • Taher Saleh Ali

    Head Research Analyst/Portfolio Manager

  • Dr. Dan Seiver

    Chief Economist

  • Jason Brothers, MBA, MS

    Securities Trader

  • Jenifer Pratt, CPA/PFS, CCFC, CFP®, MBA

    Senior Wealth Advisor

  • Bradley Johnston, CFP®, MSBA

    Senior Wealth Advisor

  • Nate Nieri, CFP®, MSBA

    Director - Financial Planning

  • Damian Dufour, CRPS

    Director – Retirement Services

  • Paul Villanueva

    Vice President- Retirement Services

  • Scott Martineau

    Vice President - Plan Management

  • Jackson Miller, CRPS, AIF®

    Participant Specialist II

  • Shanda Simmons

    Administrative Services Manager

  • Michele Tagney

    Client Service Representative

  • Jason Yncera

    Sales Support Specialist

  • Liza Mikha

    Operations Specialist

  • Elmira Arthur

    Executive Assistant to the President

  • Rebecca Ybarra

    Receptionist & Client Service Specialist

  • Lindsey Boyd

    Marketing Specialist II

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