Our Team
Meet the team behind Key Financial, then scroll down to see the Key Family at work.
Patti Brennan, CFP®, CFS®
CEO
Eric Fuhrman, CFP®, MBA, CIPM
Chief Planning Officer
Brad Everett, CFA®, CAIA®, CFP®
Chief Investment Officer
Bernadette Hunter
Director of Client Engagement
Vince Kailis
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
Kristopher Thompson, CFP®, MBA
Planning & Portfolio Consultant
Rory Forster
Planning & Portfolio Consultant
Diane Krainik, CFP®
Planning Consultant
Matt Mainwaring, CFP®
Planning Consultant
Michelle Murtoff
Planning Consultant
Jillian Robertson
Planning Consultant
Drew Nakajima
Data Engineer
Carrie Brennan
Communications Analyst
Stacy Franz
Key Client Specialist
Jessica Stunda
Key Client Specialist
Kelsey Girafalco
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 O’Keefe
Key Client Services
Jennifer Meehan
Executive Assistant
Susan Frost
Executive Assistant
Tom Belisari, CFP®
Certified Financial Planner
Danielle Hopkins
Office Manager
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. KFI does not serve as an attorney, accountant, or insurance agent. KFI does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of KFI’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on KFI’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by KFI) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available on this web site.
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.