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™
Chief Executive Officer
Robert A. Mestjian, CFP®
Chief Investment Officer
Jane Johnson, CPA, CM&AA®, CBEC®
Director of Exit Planning
Laura Kevghas
Exit Planning Specialist
James F. Kelleher, CPA
Director of Taxation
Alyson M. Shaw
Chief Compliance Officer, Client Services Manager
Christine M. Farland
Finance Manager
Holly Cloutier
Head of Marketing
Daniel W. Carroll, CFA
Senior Research Analyst
JD Ramon
Financial Services Specialist
Lauren A. Diver, FPQP®
Paraplanner
Jeanine Feeley
Office Administrative Assistant
Barbara A. McCauley
Administrative Assistant
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.