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About Us - BiosThe Robert J. Reby team of financial planning specialists is an experienced group of financial industry professionals. Team players include Certified Financial Planners™, Certified Financial Planner™ candidates and Client Service Managers. Plus a full staff of operations and office management. Click here for a list of Reby team individual contacts by areas of expertise. Click here to see the Robert J. Reby team’s recommended list of business reading. |
Bob Reby, CFP®
Founder, CEO and President,
Robert J. Reby & Company, Inc.
Danbury, CT
Robert J. Reby*
Certified Financial Planner™
More than two decades ago, Robert J. Reby founded a Conservative Wealth Management firm (now known as Robert J. Reby & Company, Inc.) with the desire to focus on the specific needs of individuals and small-business owners.
As his business grew, Bob’s dedication to the importance of financial planning led him to become a Certified Financial Planner™ in 1988 and then a managing executive with Royal Alliance Associates, Inc.
In 2005, Bob was recognized by her Excellency M. Jodi Rell, Governor of the State of Connecticut, when she proclaimed October 6th to be Robert J. Reby & Company Day in recognition of his service and significant contributions to the Danbury area and the State of Connecticut with distinction.
Bob is active in numerous professional organizations including the Financial Planning Association ( www.fpanet.org/), The Young Presidents’ Organization (www.ypo.org), a member of the Western Connecticut State University Foundation Board (www.wcsu.edu/ia/foundation.asp) and a member of the Danbury Hospital Development Fund Board (www.danhosp.org/DH_devfund_layout.cfm?id=291).
In March of 2008, Bob Reby was again recognized in an exclusive listing of Top Financial Advisors in the State of Connecticut by Connecticut Magazine. He regularly speaks on financial matters for local area corporate retirement clubs and has been featured in the FPA’s Financial Planning magazine.
Bob also offers his experience to a variety of media including CNN, CNBC, FOX-TV, Business Week, Fortune, Investor’s Business Daily, Associated Press, Forbes.com, the Connecticut Post and The Fairfield County Business Journal. He is an on-air financial specialist for “Good Morning, Connecticut,” on Channel 8 (an ABC-TV affiliate) in New Haven. For eight years, Bob hosted “Money Sense,” a weekly radio show offering financial education. He also penned a newspaper column of the same name.
Bob holds a Bachelor of Business Administration degree in Finance from James Madison University in Harrisonburg, Virginia. In addition to helping his clients pursue and maintain their financial independence, he enjoys his passion for golf, playing tennis and spending time with his family.
Bob and his wife Mary founded The R. J. Reby Foundation in 1997. It is a nonprofit organization with a mission to encourage and support formal education and life-long learning in the areas of business, finance and personal finance and personal excellence. Bob’s commitment to assisting clients with their finances prompted him to write Retire Without Worry, which was published in January 2004 by the Foundation. All profits, after taxes, from the book go to fund the Foundation’s charitable activities. Each year the Foundation gives scholarships to local students. The Foundation has provided tens of thousands of dollars in the form of financial aid to students in Fairfield County, CT, and Northern Westchester County, NY.
George J. Koeltl,
Financial Planner,
Robert J. Reby & Company, Inc.
Danbury, CT
George J. Koeltl*
Financial Planner
George J. Koeltl has 14 years of experience as a financial professional. He provides customized financial planning solutions for affluent people in Fairfield County (Connecticut) and Northern Westchester County (New York). These solutions potentially enable people to increase the chance that they will retire only once, to help them work towards the goal of increasing their income in a predicable fashion for lifestyle continuation, and potentially grow their investments in the face of rising prices and increased taxes.
In particular, George is knowledgeable in helping retired individuals and those transitioning to retirement, by utilizing strategies such as wealth transfer planning, stock option planning as well as tax-efficient investment planning.
George earned his B.S. degree in Accounting at Lehman College in New York and successfully completed his CPA examination in 1991. He served as a member of the New York State Society of Certified Public Accountants (CPA) from 1997-1999 and served on its Personal Financial Planning Committee in New York City.
Prior to joining the Reby firm, George worked as a financial advisor with Merrill Lynch and UBS. George and his wife stay busy with their three children and in his leisure time, coaches basketball and softball for their local Little League.
Karl Seelaus, CFP®
Financial Planner
Robert J. Reby & Company, Inc.
Danbury, CT
Karl G. Seelaus*
Certified Financial Planner™
Karl G. Seelaus, Financial Planner, has 35 years of experience in the financial services business. Since 1983, he has been an Account Vice President - Investments with UBS Financial Services. After graduating from the University of Pennsylvania with a BA degree, Seelaus attended law school while working for the law firm of former President Richard M. Nixon: Nixon, Mudge, Rose, Guthrie, Alexander and Mitchell. He switched from a career in law to working in financial services, where for three decades he has helped hundreds of individuals accumulate and preserve wealth for themselves and family members.
Seelaus received a CFP® certificate in 1979 from the College for Financial Planning and in 2000 was awarded the title of Investment Management Consultant from UBS Financial Services School for Advanced Studies.
A member of the U.S. Coast Guard Auxiliary Flotilla 72, Seelaus was awarded the prestigious 9/11 U.S. Department of Transportation medal for his work in directing the activities of 1200 Auxiliarists supporting Coast Guard Regulars and Reserves. They provided Search and Rescue activities and patrolled Long Island Sound harbors and ports during the days and weeks following the World Trade Center tragedy.
Paul K. Kupchok
Financial Planner
Robert J. Reby & Company, Inc.
Danbury, CT
Paul K. Kupchok*
Financial Planner
Certified Long-Term Care Insurance Professional
Paul Kupchok joined Robert J. Reby & Company, Inc., in 2001 as a Financial Planner. Active in the financial industry since 1995, Paul has worked as a financial consultant with Salomon Smith Barney and as a financial advisor with UBS Paine Webber.
He provides customized financial planning solutions for affluent people in Fairfield County (Connecticut) and Northern Westchester County (New York). These solutions potentially enable people to maximize the chance that they will retire only once, to help them to maximize their income in a predicable fashion for lifestyle continuation, and grow their investments in the face of rising prices and increased taxes.
Paul’s financial background began with Robert J. Reby & Company, Inc., when he worked at the firm as an intern while attending Pace University, majoring in finance. Paul is currently studying for his Certified Financial Planner™ designation at Pace University. He is a Certified Long-Term Care insurance professional and has appeared on local television programs. As part of his commitment to community service, he is the Treasurer of the Housatonic Valley Sports Organizing Committee.
Patrick M. Doherty
Financial Planner
Robert J. Reby & Company, Inc.
Danbury, CT
Patrick M. Doherty*
Financial Planner
Patrick M. Doherty, a 1993 graduate of Niagara University, joined Robert J. Reby & Co. in November of 2006 from Commerce Capital Markets. While there he provided financial services for Commerce Bank customers in New York City, Westchester County and lower CT. Patrick started his financial career at Morgan Stanley in White Plains, NY.
Patrick holds his series 7 and 66 registrations and is life and health certified. He has recently completed the Certified Financial Planning program at Boston University and is a Certified Financial Planner candidate.
Patrick and his wife Carol Ann enjoy spending time with their four kids Cat, Chris, and Dan and the most recent addition, Gianna.
The Reby Team
Beth Campbell
Executive Assistant
Robert J. Reby & Company, Inc.
Danbury, CT
Beth Campbell
Executive Assistant
Beth joined Robert J. Reby & Co. in January of 2005. In her role as Executive Assistant, Beth’s primary job is acting as Bob Reby’s liaison with clients and the RJR team. She is also a member of the Marketing Committee. Beth has over 20 years of experience supporting executives in the legal field, financial services, and internet technology industries.
Beth and her husband enjoy summer cruising and exploring the waters of the Connecticut River and Long Island Sound in their boat. Beth has one daughter and three step-children.
Laurie Ham
Chief Compliance Officer and Chief Operating Officer
Robert J. Reby & Company, Inc.
Danbury, CT
Laurie Ham*
Chief Operating Officer and Chief Compliance Officer
Laurie Ham joined the Reby team in September of 2000 as a Sales Associate. In her current role, she is the Chief Operating Officer and Chief Compliance Officer. Laurie is a registered representative and holds the Series 7, 63, and 65 registrations. In addition, she is a registered principal having the Series 24 and 51 registrations. Laurie has recently completed the Certified Financial Planning program at Boston University and is a Certified Financial Planner candidate. Prior to joining the Reby firm, she worked at Northeast Bank in Minneapolis, MN as an AVP of Operations.
Laurie and her husband, Aaron, enjoy watching their son, James, play hockey. They also share their home with their two English Bulldogs, Bailey and Minnie.
Danielle Hayes
Client Service Manager
Robert J. Reby & Company, Inc.
Danbury, CT
Danielle Hayes**
Client Service Manager
Danielle has been with Robert J. Reby & Co. since 2004. As a Client Service Manager, she plays an integral role in supporting the team of financial planners. Her daily responsibilities include execution of trades, distribution of client income, and maintaining client relationships. She graduated from Western Connecticut State University with a B.A. in Social Sciences. Danielle started her career in finance with First Investors Corporation where she obtained her Series 6 and Series 63 designations and Connecticut Life and Annuity Licenses.
On a personal note, Danielle enjoys playing volleyball and hiking with her Yellow Labrador Retriever, Lincoln.
Soonita James
Operations Associate
Robert J. Reby & Company, Inc.
Danbury, CT
Soonita James
Operations Associate
Soonita is part of the Operations Team at Robert J. Reby & Company. Prior to joining us in 2002, she worked for over five years at Merrill Lynch as the Operations Specialist. She resides with her husband and 3 children. Soonita and her husband, are proud to announce their daughter’s engagement this year.
Frank Lecardo
Client Service Coordinator
Robert J. Reby & Company, Inc.
Danbury, CT
Frank Lecardo**
Client Service Coordinator
Frank Lecardo is Client Service Coordinator for Robert J. Reby & Company. A graduate of Sacred Heart University in Fairfield, CT, he holds a Bachelor’s of Science degree in finance. He has Series 7, 63, and 65 registrations and separately obtained a Connecticut Life and Health Insurance license. Frank is currently working on his CFP® designation. He is a member of Alpha Sigma Lambda, a national continuing education honor society. In his free time, Frank enjoys spending time touring the rivers of Connecticut and Long Island Sound in his Boston Whaler.
Donna Muro
Office Manager
Robert J. Reby & Company, Inc.
Danbury, CT
Donna Muro
Office Manager
Donna Muro is the Office Manager at Robert J. Reby & Company. Donna keeps our office functions running smoothly as well as acting as our liaison with building management. She also manages our client database and creates the reports that help us to provide our high level of service. However, when asked, she will tell you that her favorite ‘tasks’ include her interactions with clients. Donna will soon be celebrating her 9th anniversary with Robert J. Reby & Company.
Frances A. Reyes
Revenue Analyst
Robert J. Reby & Company, Inc.
Danbury, CT
Frances A. Reyes
Revenue Analyst
Fran began working with Robert J. Reby & Company, Inc. in April 2007 as a Revenue Analyst. Her primary responsibilities are working on the Company’s compensation statement, payroll, benefits and budget. Fran has over 25 years’ experience working in public and private accounting offices. She recently became a QuickBooks Pro Advisor, assisting many small businesses with their computerized accounting needs. Fran is a member of the American Institute of Professional Bookkeepers which helps keep her up-to-date on current changes in tax and accounting issues. Whenever possible, Fran likes to scuba dive with her family, practice yoga and go horseback riding. Fran enthusiastically supports her son Jason’s goals to eventually become a commercial airline pilot. She also enjoys her 3 retired racing Greyhounds - Marz, Firefly and Chenille.
Rosanne Schepis
Client Service Manager
Robert J. Reby & Company, Inc.
Danbury, CT
Rosanne Schepis**
Client Service Manager
As a Client Service Manager, Rosanne plays an essential role in supporting our team of financial planners. Her responsibilities include participating in client meetings, processing client service requests, executing trades, and maintaining client relationships. She has over 20 years’ experience in the financial services industry and holds Series 6 and 63 registrations. Rosanne also holds a Connecticut Life/Health Insurance license. Being an avid hiker, she enjoys living in Fairfield County with its proximity to numerous trails
* Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC. Advisory and financial planning services offered through Robert J. Reby & Co., Inc., a registered investment advisor.
** Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC.
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