Advisors

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MICHAEL J. KILEY

FOUNDER & CEO
(PRINCIPAL OWNER)

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Dana Kiley

ADVISOR
(PRINCIPAL OWNER)

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Jacalyn Barens

ADVISOR

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Cameron Jalbert

ADVISOR

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Timothy Drake

DIRECTOR OF WEALTH MANAGEMENT

 

Investment Services

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CHAD NEAULT, CFA®

CHIEF INVESTMENT OFFICER

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TIMOTHY DRAKE

DIRECTOR OF WEALTH MANAGEMENT

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SUE MACKE

ACCOUNT SERVICES MANAGER

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ARIANA BECKETT

POLICY SERVICES ADMINISTRATOR

Insurance Services

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TIMOTHY TRIBBEY

EXECUTIVE DIRECTOR OF INSURANCE SERVICES

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MEGAN COLLINS

DIRECTOR OF NEW BUSINESS

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JACQUELINE CORLEY

MARKETING SUPPORT SPECIALIST

 

Administration and Operations

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CHRIS ROBERTS

EXECUTIVE DIRECTOR OF CORPORATE SERVICES

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SHANNON HURLEY

EXECUTIVE ASSISTANT

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SYDNEY SHEDWILL

WEALTH MANAGEMENT ASSOCIATE