Alliance Private Wealth 

We’re devoted to making our clients’ financial lives as easy and stress free as possible. We truly enjoy making complex topics a bit easier to understand and directing our clients toward an effective plan for achieving their financial goals. Our team based approach means that the right hand always knows what the left is doing and no detail is too small to gain our attention. This is why our clients can rely on us to take the lead when it comes to their financial well-being.

We truly enjoy making complex topics a bit easier to understand and directing our clients toward an effective plan for achieving their financial goals. Our team based approach means that the right hand always knows what the left is doing and no detail is too small to gain our attention. This is why our clients can rely on us to take the lead when it comes to their financial well-being.

Meet The Team

Gregory A. Farland, CFP®, AIF®, CExP™

Gregory A. Farland, CFP®, AIF®, CExP™

Chief Executive Officer

Robert A. Mestjian, CFP®

Robert A. Mestjian, CFP®

Chief Investment Officer

James F. Kelleher, CPA

James F. Kelleher, CPA

Director of Taxation

Alyson M. Shaw

Alyson M. Shaw

Client Services Manager

Christine M. Farland

Christine M. Farland

Finance Manager

Holly Cloutier

Holly Cloutier

Digital Marketing Manager

Daniel W. Carroll, CFA

Daniel W. Carroll, CFA

Senior Research Analyst

Elisabeth B. Williams

Elisabeth B. Williams

Financial Planning Coordinator

Lauren A. Diver

Lauren A. Diver

Client Service and Operations Coordinator

Barbara A. McCauley

Barbara A. McCauley

Administrative Assistant

Zeke Farland

Zeke Farland

Chief Morale Officer

Contact Us

Contact us to learn more about how we can simplify your family’s finances, or to make an appointment.