MEET THE PUTNEY Team

The Putney Financial Group 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 Lent

Founder,
Registered Investment Advisor

Terry Allen

Financial Advisor
JD, CPA

 
 
 

Nancy Schrock

Director
of Operations

Rebecca McCready

Client Services and New Account Manager

 
 

Denise O’Toole

CommunicationsDirector

Jill Baradat

Community Relations Coordinator

Alida Newlin

Front Desk Administrator