Our Fiduciary Financial Planning Team
Improving Clients’ Lives Since 1985
Founded in 1985 by Bob Reby, CFP®, Reby Advisors remains committed to treating each client like family and delivering the best advice possible, for any situation that may arise in a client's life.
Accordingly, the Reby Advisors team has a diverse professional background, a broad set of professional designations, and more than a century of combined experienced. The financial planners and client service team collaborate to ensure that our collective knowledge benefits all clients.
Behind these values, we currently advise more than 500 families and manager more than half a billion dollars of client wealth.
Meet the Team
Robert J. Reby
President, CEO & Founder
CERTIFIED FINANCIAL PLANNER™
Robert J. Reby
After graduating from James Madison University with a B.A. in Finance in 1985, Robert J. Reby decided to pursue his passion for personal finance by founding Reby Advisors. After more than three decades in business, his vision and the firm’s mission remains the same: to inspire people to achieve financial peace of mind.
Under Bob’s leadership, the firm has grown from a local financial planning firm to a wealth management practice that has a national footprint. Bob has appeared on variety of media including CNN, CNBC, FOX-TV, Business Week, Fortune, Investor’s Business Daily, Forbes.com, and many others. He was also an on-air financial specialist for Good Morning, Connecticut, hosted Money Sense, a weekly radio show offering financial education, and penned a weekly newspaper column of the same name for the News Times.
Bob is active in numerous professional organizations including the Financial Planning Association (FPA) and The World Presidents’ Organization (YPO). He is also involved with numerous philanthropic organizations. Former Governor of the State of Connecticut M. Jodi Rell recognized Bob for his service and significant contributions to the Danbury area and the State of Connecticut when she proclaimed October 6th to be Robert J. Reby & Company Day. In 2019, he earned a Singularity University chapter license and is Ambassador of the SingularityU Fairfield-Westchester Chapter.
Bob’s commitment to improving lives through financial education prompted him to author Retire Without Worry and Wealth Redefined: Charting the Way to Personal and Financial Freedom, which reached the Amazon best-seller list for Ebooks in the 'Retirement Planning' and 'Budgeting & Money Management' categories. Reby Advisors hosts many educational community events each year.
Outside the office and the world of personal finance, Bob lives in Ridgefield, Connecticut with his wife, Mary. Bob is also an avid golfer and tennis player. He has earned a national final ranking as high as 30th in the United States Tennis Association in the Senior Division.
Books: Retire Without Worry; Wealth Redefined: Charting the Way to Personal and Financial Freedom
Media Appearances: Forbes.com, Investors Business Daily, Kiplinger’s Personal Finance, Businessweek, Associated Press, Dow Jones Newswire, Fox Business, CNN, CNBC, and others. Bob also hosted his own radio show Money Sense for 8 years.
Memberships: Ambassador of Singularity University Fairfield-Westchester Chapter, Financial Planning Association, The Young Presidents’ Organization, and Western Connecticut State University Foundation Board.
Education: B.A., Finance, James Madison University
Certification: CERTIFIED FINANCIAL PLANNER™
The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with Clients. Currently, more than 85,000 individuals have obtained CFP® certification in the United States.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
- Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, or attain a bachelor’s degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
- Examination – Pass the comprehensive CFP® Certification Examination. The examination, administered in 10 hours over a two-day period, includes case studies and Client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
- Experience – Complete at least three years of full-time financial planning- related experience (or the equivalent, measured as 2,000 hours per year); and
- Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.
Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:
- Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
- Ethics – Renew an agreement to be bound by the Standards of Professional Conduct.
The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their Clients.
CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.
Laurie Ham
COO and Chief Compliance Officer
CERTIFIED FINANCIAL PLANNER™
Master in Business Administration
Laurie Ham
Laurie brings more than 30 years of experience in financial services operations to her current role as Chief Operating Officer and Chief Compliance Officer. She started her career with Northeast Bank in Minneapolis, near her hometown, and joined Reby Advisors in 2000 shortly after moving to Connecticut with her husband, Aaron, and their son.
Laurie has a passion for turning big ideas into reality through research, planning, and the roll-up-your-sleeves work ethic required to make a small firm thrive. She lives Reby Advisors core value of “always strive to improve” by leading the firm’s financial planning innovations and technology adoption, from the planning software the firm uses to minimize the risks to your family’s lifestyle, to the new client portal. This is her favorite aspect of working at Reby Advisors: there’s a new challenge and a new project to improve our efficiency in delivering the best advice possible every day.
Prior to launching her professional career, Laurie earned a bachelor’s degree in Management and Communications from Concordia University-St. Paul, where she also earned her MBA. She is a CERTIFIED FINANCIAL PLANNER™ professional with security registrations 7, 63, 65, 24, and 51.
Outside the office, Laurie is an avid traveler, visiting destinations far and wide, from Waco, TX to China. At her home in the quaint town of Sherman, Connecticut, she enjoys baking, hosting events, and playing with her grandchildren.
The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with Clients. Currently, more than 85,000 individuals have obtained CFP® certification in the United States.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
- Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, or attain a bachelor’s degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
- Examination – Pass the comprehensive CFP® Certification Examination. The examination, administered in 10 hours over a two-day period, includes case studies and Client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
- Experience – Complete at least three years of full-time financial planning- related experience (or the equivalent, measured as 2,000 hours per year); and
- Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.
Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:
- Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
- Ethics – Renew an agreement to be bound by the Standards of Professional Conduct.
The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their Clients.
CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.
Patrick Doherty
CERTIFIED FINANCIAL PLANNER™
Chartered Special Needs Consultant®
Certified Long-Term Care (CLTC).
Patrick Doherty
Email: patrick@rebyadvisors.com
As a CERTIFIED FINANCIAL PLANNER™, Patrick focuses on eliminating his clients’ financial worries. His first step is simple: he listens. After gaining an understanding of client concerns, he aims to develop strategies to generate predictable streams of income that support client goals while minimizing the risks that may derail their lifestyle. His knowledge goes well beyond retirement planning and investments. He is a Chartered Special Needs Consultant (ChSNC™) and has a Certification in Long-Term Care (CLTC).
Patrick graduated from Niagara University with a B.S. in Commerce. He launched his career as a financial advisor in 2002 with Morgan Stanley. Seeking an environment and a culture that values relationship building and advising clients in a fiduciary way, he joined Reby Advisors in 2006.
Patrick’s clients include business owners, executives, and families who rely on him to not only develop their financial plans but also advise them on the many issues that arise over a lifetime. His favorite aspect of working for Reby Advisors is the opportunity to build relationships with great people, both inside the firm and with clients.
Ultimately, he understands that his role as a financial advisor is about helping people make wise financial decisions that support their lifestyle goals. Patrick finds his job particularly rewarding when he has the opportunity to advise clients on highly emotional topics that they probably would not get advice on elsewhere, such as how to provide for special needs family members in the most tax efficient manner.
Patrick and his Wife Carol Ann have five children! He lives with his family in Somers, New York, which he enjoys for its balance of small-town feel and proximity to New York City. His hobbies include reading about American history, and traveling with his family. Patrick is also passionate about learning from everyone he meets.
Patrick has Series 7, 66, and 31 securities registrations and holds licenses for life insurance and health insurance.
The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with Clients. Currently, more than 85,000 individuals have obtained CFP® certification in the United States.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
- Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, or attain a bachelor’s degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
- Examination – Pass the comprehensive CFP® Certification Examination. The examination, administered in 10 hours over a two-day period, includes case studies and Client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
- Experience – Complete at least three years of full-time financial planning- related experience (or the equivalent, measured as 2,000 hours per year); and
- Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.
Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:
- Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
- Ethics – Renew an agreement to be bound by the Standards of Professional Conduct.
The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their Clients.
CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.
George J. Koeltl
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor℠
Certified Divorce Financial Analyst (CDFA)
George J. Koeltl
Email: george@rebyadvisors.com
As a CERTIFIED FINANCIAL PLANNER™ for Reby Advisors, George is deeply committed to the firm’s mission of inspiring clients to achieve financial peace of mind. His professional experience and in-depth knowledge makes him exceedingly qualified to give advice on nearly any personal finance topic.
As a corporate Tax Auditor for the New York State Department of Tax & Finance in 1991, George gained extensive knowledge on how to read financial statements and develop strategies to minimize income taxes. He has also served wealth management clients as a financial advisor for Merrill Lynch and UBS.
Seeking an opportunity to work with a firm who shared his fiduciary values, George joined Reby Advisors in 2005 to focus on helping families and individuals take advantage of the financial opportunities in their lives, strengthen what they’ve already accomplished and, most importantly, minimize the risks that can derail their lifestyle. George collaborates with clients’ accountants, attorneys and other trusted advisors as part of comprehensive and ongoing wealth planning. He is a Chartered Retirement Planning Counselor (CHRPC®) as well as a Certified Divorce Financial Analyst (CDFA™).
He is knowledgeable in:
- social security optimization
- pension and benefits evaluation
- retirement income and tax planning
- healthcare planning
- investment management
- divorce settlement assessment
George holds a Bachelor of Science degree from Lehman College in Accounting and completed the CPA examination in 1991. He has security registrations 7, 63, and 65, and holds life and health insurance licenses.
Outside the Office
George lives in Valhalla, New York with his wife Eileen. His role as “trusted advisor” extends beyond the Reby office: George has three grown children – Maeve, Mariah and George – with whom he shares his knowledge to help with their personal finances, and in their missions to build successful careers.
In his spare time George enjoys cooking, kayaking and golf. He is also an avid sports fan, and he can talk Yankees or Knicks with the most loyal of fans.
George has served as a board member of the Greater Hudson Valley Chapter of the Financial Planning Association as well as the program committee chairman responsible for delivering CFP® education events that enhance its member skills.
The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with Clients. Currently, more than 85,000 individuals have obtained CFP® certification in the United States.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
- Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, or attain a bachelor’s degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
- Examination – Pass the comprehensive CFP® Certification Examination. The examination, administered in 10 hours over a two-day period, includes case studies and Client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
- Experience – Complete at least three years of full-time financial planning- related experience (or the equivalent, measured as 2,000 hours per year); and
- Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.
Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:
- Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
- Ethics – Renew an agreement to be bound by the Standards of Professional Conduct.
The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their Clients.
CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.
Doug Kuring
CERTIFIED FINANCIAL PLANNER™
Doug Kuring
Email: dkuring@rebyadvisors.com
After graduating from college in 2011, Doug accepted a position with General Electric’s two-year Financial Management Program. He held positions in both GE Energy and GE Corporate. Directly before joining Reby Advisors, Doug worked at GE Capital in Norwalk.
Education: B.A., Finance, Fairfield University
Outside the Office: Outside the office Doug enjoys golfing, Crossfit, and spending time with family and friends.
The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with Clients. Currently, more than 85,000 individuals have obtained CFP® certification in the United States.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
- Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, or attain a bachelor’s degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
- Examination – Pass the comprehensive CFP® Certification Examination. The examination, administered in 10 hours over a two-day period, includes case studies and Client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
- Experience – Complete at least three years of full-time financial planning- related experience (or the equivalent, measured as 2,000 hours per year); and
- Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.
Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:
- Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
- Ethics – Renew an agreement to be bound by the Standards of Professional Conduct.
The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their Clients.
CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.
Devone McLeod
CERTIFIED FINANCIAL PLANNER™
Master of Business Administration
Devone McLeod
As a Financial Planner, Devone helps clients plan better, invest smarter, and live wealthier. At Reby Advisors, wealth is not measured as a dollar amount, but as achieving financial security relative to one’s lifestyle goals.
Devone joined Reby Advisors in 2017. His passion for improving lives through financial planning makes him a natural fit with the fiduciary culture at the firm.
Devone's financial services experience dates back to 2013, including progressively advanced roles at Key Bank as Relationship Manager, Wealth Associate and Assistant Vice President. In addition, he has earned the CERTIFIED FINANCIAL PLANNER™ designation. His educational qualifications also include a Certificate in Financial Planning from Bryant University, a Masters in Business Administration (MBA) from Saint Peter's University and a BA in Economics from Allegheny College. Later in 2020, Devone will earn a Master of Taxation from Villanova University.
At Reby Advisors, Devone now helps individuals avoid costly retirement mistakes by addressing critical risks to one's financial independence: market volatility, running out of money, premature death or disability, rising prices and taxes, poor estate planning, and the skyrocketing cost of healthcare. He also develops investment strategies designed to fund clients' lifestyle goals, and delivers clear advice designed to eliminate financial worries.
Having played high school basketball under legendary coach Bob Hurley Sr, Devone remains an avid basketball fan of both the college and professional game. He currently lives in New Jersey and is a proud husband and father.
Rudolf J. Weiss
CERTIFIED FINANCIAL PLANNER™
Certified Long-Term Care (CLTC)
Master of Science
Rudolf J. Weiss
Email: rjweiss@rebyadvisors.com
Rudolf – known at the office as “Rudy” – is a CERTIFIED FINANCIAL PLANNER™ whose vast experience as a financial advisor allows him to provide comprehensive wealth planning advice. His process starts with gaining an understanding of his client’s needs to uncover short and long-term goals, and then develop a plan that outlines the best ways to achieve them.
Rudy attended Bryant University as an undergraduate, studying Finance (Major) and Economics (Minor). He later earned a Master of Science in Taxation from the University of New Haven. He has been a CERTIFIED FINANCIAL PLANNER™ since 1982.
He has also earned a Certificate in Long-Term Care Designation (CLTC). Rudy feels that Long Term Care expenses are the last thing that can ruin a successful retirement. He works hard to prepare clients for the unexpected and to make sure that both spouses will be able to live comfortably.
His career as a financial advisor includes 22 years at Lincoln Financial Advisors and 9 years at Barnum Financial Group. Rudy decided to join the Reby Advisors team in March 2015 because he saw an opportunity to work with a firm that puts clients first. It was very important to him to find a firm that would benefit his existing clients and be a good home for future clients. He found the Lifestyle Sustainability Scorecard™ and its ability to identify the risks to clients’ lifestyles an important tool to help clients prepare for a rewarding retirement.
As the former Chairman and President of the Financial Planning Association of CT (FPA) Fairfield County Chapter and currently the Chapter’s Treasurer, Rudy is an active member of the financial planning profession.
Outside the office, Rudy is an avid golfer and enjoys working out and spending time with family and friends. During the weekends and his time off, he enjoys spending time with his wife Janet, relaxing and occasionally traveling.
The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with Clients. Currently, more than 85,000 individuals have obtained CFP® certification in the United States.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
- Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, or attain a bachelor’s degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
- Examination – Pass the comprehensive CFP® Certification Examination. The examination, administered in 10 hours over a two-day period, includes case studies and Client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
- Experience – Complete at least three years of full-time financial planning- related experience (or the equivalent, measured as 2,000 hours per year); and
- Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.
Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:
- Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
- Ethics – Renew an agreement to be bound by the Standards of Professional Conduct.
The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their Clients.
CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.
Dixon Downey
Financial Advisor
Accredited Portfolio Management Advisor
Dixon Downey
As a Financial Advisor, Dixon helps clients clarify their goals and develop financial strategies designed to achieve them.
Dixon spent the first ten years of his career with Merrill Lynch where he participated in the firm’s Financial Advisor training program. He eventually joined a team that managed over a billion dollars in client assets. Most recently, he transitioned to the RIA model with Round Rock Advisors to embrace the fiduciary standard and fee-based advice.
He joined Reby Advisors in December 2018 because he believes in the financial planning process to develop the most appropriate portfolio aligned with clients’ goals. Dixon also enjoys constructing reasonable and achievable budgets, understanding how various spending levels can be sustained and assessing all possible risks and challenges such as portfolio volatility and the ever changing tax landscape.
Dixon graduated from Fairfield University and has earned the Accredited Portfolio Management Advisor Designation (APMA) through the College for Financial Planning.
He is a long-time resident of Wilton, Connecticut. Outside the office, he enjoys golf, paddle tennis and his children’s activities such as competitive swimming.
Christopher Gatty
Client Service Manager
Christopher Gatty
Email: cagatty@rebyadvisors.com
As a Client Service Manager, Chris brings to the table more than 25 years of experience helping individuals and families evaluate their goals and identify strategies to achieve them. He describes his business philosophy as, "Life is dynamic and evolving. I'm dedicated to understanding your personal and financial aspirations, while developing a customized approach to help you reach your objectives."
Chris’s professional history includes positions held as Registered Representative for Barnum Financial Group, Vice President for Raymond James and Associates, Broker for Lehman Brothers, and Financial Consultant for high net worth individuals, among others. Chris works closely with CERTIFIED FINANCIAL PLANNER™ Rudolf Weiss at Reby Advisors, assisting “Rudy” with client communications, research, advisory responsibilities, and building relationships. The two have been working together for many years.
Chris grew up on Long Island, New York (Huntington) and as a young man enjoyed the perks having a father who worked for TWA airlines. He’s travelled all over the world with his family, from Europe to Africa, and even studied in Switzerland for a year. Chris attended the University of Notre Dame, graduated with a B.A. in Economics, and is active in the Alumni Club of Fairfield County. He launched his finance career in Chicago after graduation and returned to the East Coast after 8 years, choosing Stamford as his home.
He still lives in Stamford, Connecticut and enjoys spending time with his son, whether it’s attending sporting events, skiing, or helping with homework. Chris is also an automotive enthusiast. He taught at BMW racing school for 10 years and is currently a member of BMW Car Club of America.
Antonio Gonzalez
Client Service Manager
Master in Business Administration
Antonio Gonzalez
Email: agonzalez@rebyadvisors.com
Antonio joined the Reby Advisors team in 2019 as a Client Service Manager. He brings a passion for helping people achieve their financial goals, outstanding relationship-building skills and eight years of experience in the financial services industry.
His previous experience includes service roles at KeyBank, Prudential, TD Bank and Webster Bank. He has also taught financial literacy to inner city children and at-risk youth. He enjoyed being a role-model and mentor.
Outside the office, Antonio and his wife Daniella enjoy working out, cooking and spending time with family and friends. They live in Watertown, Connecticut.
Antonio earned a Master of Business Administration (MBA), with a concentration in Finance, in 2019 from Post University, where he earned his Bachelor’s degree three years earlier. He holds Series 6 and 63 securities registrations, and holds Life Insurance and Health Insurance licenses.
Danielle Sanborn
Client Service Manager
Danielle Sanborn
Email: danielle@rebyadvisors.com
As Client Service Manager, Danielle is committed to exceeding client expectations by delivering outstanding service. Clients appreciate her attention to detail, product knowledge, and efficiency; and they enjoy working with her because of her warm and engaging personality.
Danielle joined Reby Advisors in 2004. Her favorite part of the job is building relationships with clients and colleagues. Her people-oriented approach is a great fit with Reby Advisors philosophy that your financial strategies should align with your lifestyle goals and personal values.
Her reliability and care truly support the company's mission. She has been involved in the financial planning process with many clients, and finds it gratifying when everyone’s hard work results in clients achieving their goals, whether it’s retirement, leaving a legacy, or simply generating more income.
Outside the office, Danielle loves spending time with her family. She lives in Bethlehem, Connecticut with her husband and two children. Together they enjoy travel and outdoor activities, including at least two trips to Maine each year to visit family and an annual family archery rendezvous in Pennsylvania. They also like to go fly fishing, hiking, canoeing, and kayaking.
Danielle graduated from Western Connecticut State University with a B.A. in Social Science. She holds Series 6 and 63 securities registrations, and holds Life Insurance and Health Insurance licenses.
Flavio Sampaio
Client Service Manager
Flavio Sampaio
Email: fsampaio@rebyadvisors.com
As Client Service Manager, Flavio brings a wealth of financial knowledge, years of industry experience, and a proactive and detail-oriented approach to helping clients. He has a front-line role in fulfilling Reby Advisors brand promise of “eliminating your financial worries.”
Flavio graduated from Northeastern University in 2006 with a B.A. in Economics (Minor in Business Administration). Post-graduation, he launched his professional financial services career at Bank of New York Mellon as a Unit Investment Trust Fund Accountant. Prior to joining the Reby team in 2015, he also excelled in analyst roles at Netplus Capital and Moody’s Corporation. He specializes in financial markets analysis, reducing risk, executing financial transactions, and meeting deadlines for clients.
The private wealth management industry suits both his professional strengths and interests. He finds working with clients deeply rewarding because of the direct impact his work has on their lives.
Outside the Office
Flavio was born in Brazil and grew up in the Danbury area. He is the oldest of three siblings. He returned to Danbury to live near family and the Reby Advisors headquarters, after living and working in Manhattan for several years.
In addition to spending time with family, Flavio has had a lifelong passion for the sport of soccer and staying fit through regular exercise. His favorite cuisine is Latin American tapas and traditional Brazilian food.
Rosanne Schepis
Client Service Manager
Rosanne Schepis
Email: rosanne@rebyadvisors.com
As Client Service Manager, Rosanne’s mission is to exceed client expectations by proactively taking care of their needs, thereby eliminating many of their day-to-day financial worries. She is known throughout the office and by clients as highly detail-oriented, personable and extremely knowledgeable about what needs to be done.
Her career in financial services also includes positions as Registered Representative, Life Insurance Agent and Office Manager. Rosanne joined the Reby Advisors team in 2006 to help with accounting, but as a Client Service position opened up, she was clearly the right person for the role; not only in demeanor and attitude but also having the right experience, securities registrations and insurance license.
Rosanne will tell you that the relationships and friendships she’s made since joining the firm has been the most rewarding aspect of her job. She truly cares about client outcomes and it shows in both her work and casual interactions with the people she’s helping.
Outside the office, Rosanne is an avid hiker. She lives in Danbury, Connecticut and enjoys the trails in the nearby Hudson Valley. She is passionate about jazz and theater and frequents shows in New Haven and New York City. An admirer of high-performance sports cars; during the warm weather she can be seen pulling up to the office in her Honda S2000 convertible.
She shares her love for New York City with her nephews and nieces by taking them on various excursions. Rosanne supports Alzheimer’s research, her local food bank and is a trustee of The Friends of Tarrywile Park in Danbury.
Donna Tumillo
Client Service Manager
Donna Tumillo
As Client Service Manager, Donna Tumillo helps eliminate many stressful burdens and financial worries in clients’ lives by taking a proactive approach to addressing their financial needs. Donna brings to the position strong attention to detail, clear communication, and a friendly personality.
Prior to joining Reby Advisors in 2017, Donna worked at Lincoln Financial for seven years. As Reby Advisors experienced growth and sought an experienced hand to ensure the firm continued to meet and exceed client expectations, Donna was a natural fit for the position.
Donna feels that building relationships and making a positive impact in people’s lives are the most rewarding aspects of working at Reby Advisors. Intimate knowledge of an individual's goals, concerns, and values enables the firm to deliver a higher level of service.
Outside the office, Donna enjoys spending time with her husband, two daughters, and their dachshund. She loves being social and enjoying great food and wine with family and friends. She grew up in Westchester County and now lives in Brookfield with her husband, two daughters, and dachshund.
Dawn Rancourt
Senior Revenue Analyst
Dawn Rancourt
As Senior Revenue Analyst at Reby Advisors, Dawn works behind the scenes to ensure the financial success of the firm. Reliable, detail-oriented, and organized, she delivers essential accounting, forecasting, and budget reporting for the team throughout the year.
Dawn grew up in Dutchess County, New York and attended Western Connecticut State University where she earned a degree in Accounting. Soon after graduation, however, she realized that a career as a CPA was not for her, and joined Reby Advisors in 1991.
This makes her the longest tenured Reby Advisors employee other than Founder and CEO Bob Reby. Dawn started her career at Reby Advisors as a Client Service Manager, but her natural skill with numbers and preference for working on special projects led to her current role.
Dawn currently lives in Poughquaq, New York with her husband, Claude. They have three daughters and a son. Having lived in the area her whole life, she enjoys the change of seasons and the winters in particular, as she and her family love skiing. As a change of pace, she also likes vacationing in the Outer Banks. In her free time outside of the office, Dawn’s hobbies include reading novels and crossfit.
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