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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Dean Peabody
Managing Director – Trading
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Tom WearyCFA®️
Chief Investment Officer
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Curtis WestCFP®, MSBA
Senior Wealth Advisor
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Jenifer PrattCPA/PFS, CFP®, MBA
Senior Wealth Advisor
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Gabrielle ReillyCFP®, MSBA
Senior Wealth Advisor
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Bradley JohnstonCFP®, MSBA
Senior Wealth Advisor
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Joshua LandCFP®
Senior Wealth Advisor
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Andrew FerretteMSBA, CFP®
Senior Wealth Advisor
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Dylan DunleaCFP®
Senior Wealth Advisor
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Christopher Drake
Wealth Advisor
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Brad Berman
Vice President – Wealth Management
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Scott Fortney
Vice President – Wealth Management
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Erin Paulson
Vice President – Wealth Management
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Lisa GoodmanMBA
Vice President – Wealth Management
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Mark Shane
Vice President – Middle East
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Richard BoydAPMA
Relationship Manager
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Nicole DohertyMSA, CPA
Tax Manager
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Jackson MillerCRPS, AIF®
Retirement Plan Specialist II
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Andrew DemosCFP®
Senior Financial Planner
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Jeff ClarkCFP®, RICP®, MBA
Senior 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
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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Shanda Simmons
Administrative Services Manager
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Hanna Kennedy
Client Service Representative
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Rebecca Ybarra
Receptionist and Client Service Specialist
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Damian DufourCRPS®, CPFA
Director – Retirement Services
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Scott Martineau
Vice President – Plan Management
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Christian Reilly
Participant Specialist I
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Jennifer Arganbright
Marketing Manager
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Lindsey Boyd
Marketing Specialist II
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Liza Mikha
Operations Specialist
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McKenzie Reilly
Operations Specialist
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Jason Yncera
Sales Support Specialist
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Elmira Arthur
Executive Assistant to the President