Meet The Team

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)

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

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

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

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!!)

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

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