Meet the Team
Meet The Wealth Management Team
We are a diverse group of wealth management professionals deeply committed to achieving a single goal each and every day: delivering exceptional private wealth management and administrative support to our clients.
Our financial professionals hold the following advanced industry certifications: Chartered Financial Analyst®, Certified Financial Planner®, Certified Investment Management Analyst®, Accredited Asset Management Specialist®, Chartered Retirement Planning Counselor® , Certified Divorce Financial Analyst®, Certificate in Investment Performance Measurement™, and Accredited Investment Fiduciary®.
PIM Team

Christopher J. Reedy, MBA, CFP®, CIMA®
Principal / Chief Executive Officer / Chairman of the Board of Directors / Investment Committee


