Meet the Team

This is PFA

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  • LinkedIn
Timothy A. Monty, AIF®

Managing Partner, Financial Planner,
Investment Advisor Representative

  • Accredited Investment Fiduciary®

  • 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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  • LinkedIn
George Lee, CFA

Investment Advisor Representative

  • Chartered Financial Analyst

  • 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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  • LinkedIn
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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  • LinkedIn
Ellen Willett

Paraplanner, Baystate Financial 

  • Certified Financial Planner

  • Focused data junkie, supporting PFA with in-depth analysis from Massachusetts-based office

  • Loves traveling and spending time on Cape Cod with her family

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Melissa Reyes, CFMP

Director of Marketing & Business Development

  • Certified Financial Marketing Professional

  • 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 teenagers (help me!!)​

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  • LinkedIn
Kylie Billings

Financial Planner

  • 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 fiancé outside hiking
     

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  • LinkedIn
Betty Blanchard

Operations Manager

  • 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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  • LinkedIn
Additional Support

from Baystate Financial 

  • Abigail Shields, Director of Financial Planning​

  • David Grebber, J.D., LLM, LUTCF, Agency Director - Advanced Markets​

  • Herbert K. Daroff, J.D.*, CFP®, AEP®, Director of Estate & Business Planning

Boston