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Meet the Team

This is PFA

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Timothy A. Monty, AIF®

Managing Partner, LPL Financial Planner

  • Accredited Investment Fiduciary® (AIF®) designation

  • Experienced advisor with expertise in retirement income planning, cash flow analysis, wealth management and protection solutions

  • Enjoys spending time outdoors with his wife and two children

  • Outdoor enthusiast (mountain biking, hiking, paddling, kayaking, golfing)

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George Lee, CFA

LPL Investment Advisor Representative

  • Chartered Financial Analyst (CFA) designation

  • Reputable investment strategist with 30 years of experience in analysis and implementation

  • Loves a challenge and is skilled at solving complex problems

  • Enjoys traveling with his wife and spending time with family

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Melissa Reyes, CFMP

Director of Marketing 

  • Certified Financial Marketing Professional (CFMP) designation

  • Creative director and driving force of PFA's brand strategy

  • Enjoys the beach, travel and exploring new places

  • Fan of true crime books & podcasts

  • Mother of two 

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Kylie Richards, CFP®

LPL Financial Planner

  • CERTIFIED FINANCIAL PLANNER® practitioner

  • Driven professional committed to providing top-quality financial planning services to each and every individual and business client based on their unique situation, risk tolerance and goal analysis

  • Spends free time with her husband outside hiking

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Abraham Trabulsy

Financial Advisor

  • Enthusiastic UVM graduate passionate about helping individuals reach their financial goals through education, analysis, planning, and implementation

  • Camp Ta-Kum-Ta summer week staff member

  • Enjoys boating, skiing, golfing

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Betty Blanchard

Office Manager, Client Services Specialist

  • Organized and dedicated at the heart of it all, supporting advisors and clients with unparalleled expertise, passion and patience

  • Spends free time enjoying her rural property with her husband

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