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, Registered Financial Officer

Ray Lent

Founder, Registered Financial Officer

Kelly S. Lawson   Director of Wealth Management

Kelly S. Lawson

Director of Wealth Management

A.J. Taylor   Registered Investment Advisor, Chief Market Analyst

A.J. Taylor

Registered Investment Advisor, Chief Market Analyst

Nancy Schrock   Director of Operations

Nancy Schrock

Director of Operations

Terry L. Allen   Financial Advisor, JD, CPA

Terry L. Allen

Financial Advisor, JD, CPA

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 and New Account Manager

Rebecca McCready

Client Services and New Account Manager

Alida Newlin   Executive Administrator

Alida Newlin

Executive Administrator