Reilly Financial Advisors is a fee-only Registered Investment Advisor established in 1999 to provide clients an integrated approach to all their financial needs. By acting in Fiduciary Standard, we are responsible for putting client’s best interest first, before that of our own compensation.
We serve clients across the United States and around the world with the tools critical to achieving financial success. Many of our clients first came to us during a period of transition, such as nearing retirement, divorce or having recently been widowed; we work with clients and their portfolios to appropriately manage each individual situation.
- Executive Management
- Wealth Advisors
- Relationship Management
- Financial Planning
- Portfolio Management
- Marketing
- Operations & Support
- Institutional Consulting
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Don Reilly
Chairman Emeritus
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Frank Reilly, MIBA
Cofounder & President
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Dean Peabody
Managing Director – Trading
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Christina Dodge
Managing Director- Marketing & Special Projects
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Sonja Larimore, IACCP®, AIF®
Managing Director - Operations & Compliance
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David Cariani, CFA, CFP®
Chief Investment Officer, Managing Director
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Matt Griffith, CFP®
Director - Wealth Management
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Brad Berman
Vice President – Wealth Management
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Curtis West, CFP®, MSBA
Senior Wealth Advisor
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Jenifer Pratt, CPA/PFS, CCFC, CFP®, MBA,
Senior Wealth Advisor
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Michael Baril, CFP®
Senior Wealth Advisor
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Gabrielle Reilly, MSBA
Senior Wealth Advisor
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Bradley Johnston, CFP®, MSBA
Wealth Advisor
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Sam Long
Director of Business Development & Education
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Scott Fortney
Vice President – Wealth Management
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Erin Paulson
Vice President – Wealth Management
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Larry Yanoff, CFP®
Vice President – Financial Education and Wealth Management
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Mark Shane
Vice President – Middle East
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Nate Nieri, CFP®, MSBA
Director - Financial Planning
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Andrew Demos, CFP®
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 Brothers, MBA, MSF
Securities Trader
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Damian Dufour, CRPS
Vice President – Retirement Services
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Scott Martineau
Vice President - Plan Management
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Jackson Miller, CRPS, AIF®
Participant Specialist II
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Shanda Simmons
Administrative Services Manager
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Michele Tagney
Client Service Representative
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Jason Yncera
Sales Support Specialist
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Liza Mikha
Operations Specialist
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Elmira Arthur
Executive Assistant to the President
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McKenzie Reilly
Operations Assistant
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Rebecca Ybarra
Orange County Receptionist
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Lindsey Boyd
Marketing Specialist II