You are unique.
So are we.
At Reilly Financial Advisors, we appreciate that no two clients are alike, and we believe that those differences should be not only celebrated but catered to. Our team members are equally as individual, and we hope the photos below will serve to give you a little insight into their lives outside of the workplace.
Established in 1999 to provide clients with an integrated approach to all their financial needs, Reilly Financial Advisors acts in fiduciary standard to put clients’ best interests first.
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Don Reilly
Chairman Emeritus
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Frank ReillyMIBA
Co-Founder and President
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Christina Dodge
Chief Operating Officer
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Sonja LarimoreJ.D., IACCP®, AIF®
Chief Compliance Officer
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Tom WearyCFA®️
Chief Investment Officer
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Gabrielle ReillyCFP®, GFP (USA), MSBA
Director – Wealth Management
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Bradley JohnstonCFP®, ChFC®, MSBA
Strategic Manager – Wealth Management
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Jenifer PrattCPA/PFS, CFP®, MBA
Senior Wealth Advisor
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Joshua LandCFP®
Senior Wealth Advisor
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Andrew FerretteCFP®, MSBA
Senior Wealth Advisor
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Dylan DunleaCFP®, CDFA®
Senior Wealth Advisor
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Ryan MunroeCFP®️, CIMA®️, CDC®️
Senior Wealth Advisor
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Christopher Drake
Wealth Advisor
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Hanna Kennedy
International Wealth Advisor
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Brett GreenigMSA, CPA, CRPC®, CRPS®, CISP
Tax Manager
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Gabe AdamsCFP®, MSPFP
Director – Financial Planning
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Andrew DemosCFP®
Senior Financial Planner
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Umesha WeerasuriyaCFP®
Financial Planner
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Taher Saleh Ali
Head Research Analyst/Portfolio Manager
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Dr. Dan Seiver
Chief Economist
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Jason BrothersMBA, MS
Senior Securities Trader
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Jake Cohen
Securities Trader
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Jason Watters, MBA
Alternative Investment Analyst
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Michele Tagney
Director – Client Services
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Alexia Mendez
Client Service Specialist
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Christian Reilly
Director – Participant Services
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Scott Martineau
Director – Plan Management
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Jennifer Arganbright
Marketing Manager
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Will Kelly
Operations Manager
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Liza Mikha
Senior Operations Specialist
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McKenzie Reilly
Special Projects Coordinator
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Elmira Arthur
Executive Assistant to the President
Please Note: The achievement of any professional designation, certification, degree, or license; membership in any professional organization; and/or any amount of prior experience or success should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if RFA is engaged, or continues to be engaged, to provide investment advisory services.