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Don Reilly
Chairman Emeritus
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Frank Reilly, MIBA
Cofounder & President
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Christina Dodge
Chief Operating Officer
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Sonja Larimore, J.D., IACCP®️, AIF®️
Chief Compliance Officer
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Dean Peabody
Managing Director – Trading
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Tom Weary, CFA
Chief Investment Officer
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Damian Dufour, CRPS®
Director – Retirement Services
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Scott Martineau
Vice President – Plan Management
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Jackson Miller, CRPS, AIF®
Retirement Plan Specialist II
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Christian Reilly
Participant Specialist I
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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, MS
Securities Trader
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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 Goodman, MBA
Vice President – 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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Jeff Clark, CFP®, RICP®, MBA
Senior Financial Planner
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Bradley Johnston, CFP®, MSBA
Senior Wealth Advisor
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Christopher Drake
Wealth Advisor
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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 & Client Service Specialist
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Jennifer Arganbright
Marketing Manager
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Lindsey Boyd
Marketing Specialist II
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Elmira Arthur
Executive Assistant to the President
Your Team
The Professionals Helping You Achieve Success