An experienced and committed team

Bob is a Chartered Retirement Planning Counselor with over 27 years of experience in the financial services industry. He takes pride in being able to help individuals and families manage their investments, navigate the complexities of modern financial life, with a view to their long-term objectives. In creating an investment plan for your important life goals, he utilizes a disciplined approach to managing risk while balancing growth and preservation over time. Bob’s portfolio management anchors investment ideas and strategies in a deep understanding of all you want to accomplish, as well as, timely research insights and market trends. He crafts financial solutions and strategies for our diverse client base, providing insight, and proven value to help clients get the big decisions right.

Jaime is the Devaney Wealth Management team’s Senior Wealth Strategy Associate. She works closely with clients to build a comprehensive financial plan, ensuring that the plan remains aligned with their overall goals and objectives over time.  With a deep understanding of the unique challenges faced by those simultaneously caring for aging parents and supporting their own children, Jaime is passionate about providing guidance and support towards the achievement of all our clients’ financial goals, regardless of their stage in life. Utilizing insight earned over 20 years of financial services experience, Jaime focuses on clients’ financial goal analysis, daily portfolio operations, as well as, the team’s practice management, and strategy implementation.  

Kyle Tierney is the Client Service Associate for the Devaney Wealth Management team. A graduate of The College of New Jersey with a B.S. in Finance, he holds the SIE, Series 66, and Life and Health Insurance licenses. As a primary point of contact for clients, Kyle is dedicated to delivering exceptional service while supporting their operational and administrative needs with precision.

Kyle resides in Edison, New Jersey, and enjoys golfing, fishing, fitness, and traveling.

Will Devaney is a rising senior at the University of Rhode Island studying Economics. As an intern on our team, he provides valuable support across a variety of client service and operational functions, helping ensure that processes are carried out efficiently and accurately. Will brings a positive attitude and strong attention to detail to every project he undertakes. With one year remaining before graduation, he is exploring future opportunities in finance, marketing, and writing.