Our Team
At Key Financial, our greatest asset is our people. Our team of dedicated professionals brings together diverse expertise, credentials, and perspectives—all united by a shared commitment to exceptional client service and financial excellence.
Our advisory team is supported by a dedicated staff of CFP® and CFA® professionals, client service specialists, administrative professionals, and operations experts who ensure seamless execution of your financial strategies and exceptional client experience at every touchpoint. Like the strong, nurturing tree in our logo, we stand ready to provide both protection and guidance as you grow your wealth.
Patti Brennan, CFP®, CFS®
CEO
Eric Fuhrman, CFP®, MBA, CIPM, CEPA®
Chief Planning Officer
Brad Everett, CFA®, CAIA®, CFP®
Chief Investment Officer
Bernadette Hunter
Leadership Advisor Emeritus
Vince Kailis, CEPA®
Chief Operations Officer
Lori Vogan
Director of Client Services
Samuel Baez, CFP®, AAMS®, CRPC®
Planning & Portfolio Consultant
Liz Miller
Portfolio Consultant
Spencer Peet, CFP®, CAIA®
Portfolio Consultant
Michael Brennan, CFP®
Planning & Portfolio Consultant
Rory Forster
Planning & Portfolio Consultant
Diane Krainik, CFP®
Planning Supervisor
Matt Mainwaring, CFP®
Planning Consultant
Michelle Murtoff
Planning Consultant
Jillian Robertson
Planning Consultant
Kelsey Girafalco
Planning Consultant
Drew Nakajima
Data Engineer
Carrie Brennan
Communications Analyst
Stacy Franz
Key Client Specialist
Jessica Stunda
Key Client Specialist
Amanda Cannon
Key Client Specialist
Trisha L. Todd
Key Client Specialist
Catherine Crepack
Key Client Specialist
Amy Stout
Key Client Specialist
Katy Walsh
Key Client Specialist
Laura Richards
Key Client Specialist
Eileen Breslin
Key Client Specialist
Jennifer Meehan
Executive Assistant
Susan Frost
Executive Assistant
Evan DeBlase
Data Operations Specialist
Rick Palmer
Accountant
Tom Belisari, CFP®
Certified Financial Planner
Danielle Hopkins
Office Manager
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Key Financial, Inc. is engaged, or continues to be engaged, to provide investment advisory services.
Key Financial Family
Bentley Brennan
Director of First Impressions
2005 – 2019
We are deeply saddened by the passing of Bentley. He inspired us through his pure joy of life, his sweetness, and the gift of brightening everyone’s day.
He is greatly missed by everyone at KFI, and so we honor Bentley with a “Pup of the Month” page dedicated to him.