Kelleher Financial Advisors
Home
  • Company
    • About Us
    • Our History
    • Leadership Team
    • Advisory Board
    • Contact
  • Services
    • Overview
    • Asset Management
    • Estate Planning
    • Retirement Planning
    • Charitable Planning
    • Tax Planning
    • Education Planning
    • Cash Flow Management
    • Insurance Needs
    • Family Governance
  • Markets
    • Families
    • Overview
    • Business Owners
    • Individuals & Professionals
    • Family Governance
    • Pension Plan Participants
    • Foundations
  • Strategic Partnerships
  • News & Insights

Meet Our Leadership Team

Built by industry leaders and with an over 25 year track record of success, KFA has developed a team of experts who treat clients as they would their own family.

We're Here to Help

From Asset Management to the most complex Family Governance issues, our team has the expertise to help.

We're Here to Help
LinkedIn

Colleen Kelleher Sorrentino Managing Partner

LinkedIn

Sean Kelleher President and Managing Partner

Art Goetchius Chief Executive Officer

LinkedIn

Thomas Burnett CFA, Vice Chairman and Director of Research

Greg Viscovich Chief Compliance Officer

James Miller Chief Information Officer

Nicole Parascandola Client Services Manager

LinkedIn

William K. Lavin, Jr. Executive Managing Director

Kelleher Financial Advisors
  • Form CRS
  • Company
  • Services
  • Markets
  • Contact
  • Strategic Partnerships
  • News & Insights
  • Disclosures

© 2022 All Rights Reserved.

  • Company
    • About Us
    • Our History
    • Leadership Team
    • Advisory Board
    • Contact
  • Services
    • Overview
    • Asset Management
    • Estate Planning
    • Retirement Planning
    • Charitable Planning
    • Tax Planning
    • Education Planning
    • Cash Flow Management
    • Insurance Needs
    • Family Governance
  • Markets
    • Families
    • Overview
    • Business Owners
    • Individuals & Professionals
    • Family Governance
    • Pension Plan Participants
    • Foundations
  • Strategic Partnerships
  • News & Insights