-
Don Reilly
Chairman Emeritus
-
Frank Reilly, MIBA
Cofounder & President
-
Christina Dodge
Chief Operating Officer
-
Dean Peabody
Managing Director – Trading
-
Sonja Larimore, IACCP®, AIF®
Managing Director – Operations & Compliance
-
Tom Weary, CFA
Chief Investment Officer
-
Taher Saleh Ali
Head Research Analyst/Portfolio Manager
-
Dr. Dan Seiver
Chief Economist
-
Jason Brothers, MBA, MS
Securities Trader
-
Scott Fortney
Vice President – Wealth Management
-
Mark Shane
Vice President – Middle East
-
Jenifer Pratt, CPA/PFS, CCFC, CFP®, MBA
Senior Wealth Advisor
-
Bradley Johnston, CFP®, MSBA
Senior Wealth Advisor
-
Christopher Drake
Wealth Advisor
-
Nate Nieri, CFP®, MSBA
Director – Financial Planning
-
Andrew Demos, CFP®
Senior Financial Planner
-
Jeff Clark, CFP®, RICP®, MBA
Senior Financial Planner
-
Michele Tagney
Director – Client Services
-
Shanda Simmons
Administrative Services Manager
-
Hanna Kennedy
Client Service Representative
-
Rebecca Ybarra
Receptionist & Client Service Specialist
-
Damian Dufour, CRPS®
Director – Retirement Services
-
Scott Martineau
Vice President – Plan Management
-
Jackson Miller, CRPS, AIF®
Participant Specialist II
-
Christian Reilly
Participant Specialist I
-
Jennifer Arganbright
Marketing Manager
-
Lindsey Boyd
Marketing Specialist II
-
Liza Mikha
Operations Specialist
-
McKenzie Reilly
Operations Specialist
-
Jason Yncera
Sales Support Specialist
-
Elmira Arthur
Executive Assistant to the President
Your Team
The Professionals Helping You Achieve Success