Meet The 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  Wealth Manager

Ray Lent

Founder

Wealth Manager

Kelly S. Lawson   Director of Wealth Management  Wealth Manager

Kelly S. Lawson

Director of Wealth Management

Wealth Manager

A.J. Taylor   Chief Market Analyst  Wealth Manager

A.J. Taylor

Chief Market Analyst

Wealth Manager

Nancy Schrock   Director of Operations

Nancy Schrock

Director of Operations

Terry L. Allen   JD, CPA  Wealth Manager

Terry L. Allen

JD, CPA

Wealth Manager

Denise O’Toole   Communications Director

Denise O’Toole

Communications Director

Jill Baradat   Director, Insurance Division and Project Marketing

Jill Baradat

Director, Insurance Division and Project Marketing

Rebecca McCready   Client Services  New Account Manager

Rebecca McCready

Client Services

New Account Manager

Alida Newlin   Executive Administrator

Alida Newlin

Executive Administrator