Meet The Team

The Putney Financial Group LLC provides advice to clients based on their individual or family needs and circumstances. Your professional, dedicated team includes seasoned advisors and operations specialists who listen closely to develop a suitable financial plan. We work with you to develop investment strategies and monitor all your portfolio activity. As an independent Registered Investment Advisor (RIA), we place our clients' financial and personal objectives first.  Each team member embraces your goals as their own. 

Ray LentFounderWealth Manager

Ray Lent

Founder

Wealth Manager

Kelly S. LawsonDirector of Wealth ManagementWealth Manager

Kelly Lawson

Director of Wealth Management

Wealth Manager

A.J. TaylorChief Market AnalystWealth Manager

A.J. Taylor

Chief Market Analyst

Wealth Manager

Nancy SchrockDirector of Operations

Nancy Schrock

Director of Operations

Terry L. AllenJD, CPAWealth Manager

Terry L. Allen

JD, CPA

Wealth Manager

Denise O’TooleCommunications Director

Denise O’Toole

Communications Director

Jill BaradatDirector, Insurance Division and Project Marketing

Jill Baradat

Director, Insurance Division and Project Marketing

Rebecca McCreadyClient ServicesNew Account Manager

Rebecca McCready

Client Services

New Account Manager