Our Advisor Team

Meet Our Team

Our team has over a century in combined experience

Find a Team Member:

Ahmed Sourour, RICP®, AIF®
Bob Knoll, ChFC®, CLU®
Brian D. Singleton, J.D.
Brit Bryson
Cheryl Yoelson
Christopher Jule
Dawn Wald
Dennis Walker, CFP®, AIF®
George Reilly, ChFC®
George O'Shaughnessy III
Helen Uhlman
John Melnick
Kate Reilly, RICP®
Kostas Koufidis, CFP®, AIF®
Kristian Svendsen
Lonna Barrett
Mary Pucciarelli, MBA
Robert Scrabis, RICP®, AIF®
Rodney Juco

George Reilly, ChFC^®

Senior Partner

732-623-5727

732-623-5730

george@reillyfinancialgroup.com

Bob Knoll, ChFC^®, CLU^®

Partner

732-623-5728

732-623-5730

bobk@reillyfinancialgroup.com

Kostas Koufidis, CFP^®, AIF^®

CERTIFIED FINANCIAL PLANNER™ professional, Partner

732-623-5548

732-623-5730

kostas@reillyfinancialgroup.com

Robert Scrabis, RICP^®, AIF^®

Partner

732-623-5729

732-623-5730

rscrabis@reillyfinancialgroup.com

Mary Pucciarelli, MBA

Financial Services Representative, Investment Advisor Representative, Special Care Planner

732-623-5963

732-623-5730

maryp@reillyfinancialgroup.com

Dennis Walker, CFP^®, AIF^®

CERTIFIED FINANCIAL PLANNER™, professional, Financial Services Representative, Investment Advisor Representative

732-623-5732

denis@reillyfinancialgroup.com

Brian D. Singleton, J.D.

Director of Advanced Markets

973-261-5960

bsingleton2@financialguide.com

Kate Reilly, RICP^®

Financial Planner

732-623-7872

kate@reillyfinancialgroup.com

Kristian Svendsen

Financial Services Representative

732-623-5540

732-623-5730

kristian@reillyfinancialgroup.com

Ahmed Sourour, RICP^®, AIF^®

Financial Planner, Financial Advisor, Investment Advisor Representative

732-623-7831

732-623-5730

asourour@financialguide.com

Helen Uhlman

Financial Services Representative

732-623-7880

732-623-5730

helen@reillyfinancialgroup.com

Our Support Team

John Melnick

Client Relationship Manager

732-623-5733

732-623-5730

john@reillyfinancialgroup.com

Cheryl Yoelson

Executive Assistant

732-623-5735

732-623-5730

cheryl@reillyfinancialgroup.com

Brit Bryson

Personal Assistant

732-623-6514

732-623-5730

brit@reillyfinancialgroup.com

Lonna Barrett

Director of Marketing

732-623-5737

732-623-5730

lonna@reillyfinancialgroup.com

Rodney Juco

Business Development Consultant

732-623-7868

732-623-5730

rodney@reillyfinancialgroup.com

Christopher Jule

Director of Client Service & Onboarding

732-623-7089

732-623-5730

christopher@reillyfinancialgroup.com

George O'Shaughnessy III

Director of Client Technology

732-623-7855

732-623-5730

georgeo@reillyfinancialgroup.com

Dawn Wald

Personal Marketing Assistant

732-623-7889

732-623-5730

dawn@reillyfinancialgroup.com