Meet the Team

Don Reilly

Chairman Emeritus

Frank Reilly, MIBA

Cofounder & President

Christina Dodge

Chief Operating Officer

Sonja Larimore, J.D., IACCP®️, AIF®️

Chief Compliance Officer

Tom Weary, CFA

Chief Investment Officer

Christian Reilly

Director – Participant Services

Scott Martineau

Director – Plan Management

Taher Saleh Ali

Head Research Analyst/Portfolio Manager

Dr. Dan Seiver

Chief Economist

Jason Brothers, , MBA, MS

Securities Trader

Gabe Adams, CFP®, CSRIC®

Director of Financial Planning

Andrew Demos, CFP®

Senior Financial Planner

Hanna Kennedy

International Wealth Advisor

Michele Tagney

Director – Client Services

Jennifer Arganbright

Marketing Manager

Danielle Delgado

Marketing Specialist

Will Kelly

Operations Manager

Elmira Arthur

Executive Assistant to the President