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.