Meet The Team

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  • LinkedIn

Timothy A. Monty

Managing Partner, Financial Planner, Investment Advisor

  • 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

  • Certified Financial Analyst

  • Researched and reputable strategist with 30 years of simpliflying complex investment processes

  • Loves a good database

  • Enjoys traveling and spending time with his adult childen

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  • LinkedIn

Abraham Trabulsy

Financial Services Representative

  • 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, CFP

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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  • LinkedIn

Melissa Reyes, CFMP

Marketing Director

  • Certified Financial Marketing Professional

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

  • Enjoys 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 fiance 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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