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 & CompanyDayin 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 recognized in the State of Connecticut by Connecticut Magazine,in a list of Barron's Top 100 Financial Advisors. He regularly speaks on financial matters for local area corporate retirement clubs and has been featured in the FPA’s Financial Planningmagazine.

 The “Barron’s Winner’s Circle Top 100” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor. Please see www.wcorg.comfor more information.

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 Postand 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 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, CFP^®
Financial Planner,
Robert J. Reby & Company, Inc.
Danbury, CT

George J. Koeltl*
CERTIFIED FINANCIAL PLANNER^™

 

 

 

Karl Seelaus, CFP®
Financial Planner
Robert J. Reby & Company, Inc.
Danbury, CT

Karl G. Seelaus*
CERTIFIED FINANCIAL PLANNER™

 

Prior to joining the Reby team in 2006, Karl was an Account Vice President with UBS Financial Services and a Senior Account Executive at Merrill Lynch. After graduating from the University of Pennsylvania with a B.A. degree, Karl attended law school while working for the law firm of former President Richard M. Nixon. Karl decided to transition from a career in law to one in financial services, where for over three decades he has helped individuals plan for their futures. Karl is a CERTIFIED FINANCIAL PLANNER™ and also holds the series 7 and 65 registrations with Royal Alliance Associates, as well as his Insurance Licenses.

Karl, who was born and raised in Philadelphia, has lived in Connecticut for the past thirty years. Karl is a member of the U.S. Coast Guard Auxiliary Flotilla 72; he 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. Karl and his wife, Barbara, are also members of CERT, Citizen Emergency Response Team; which is called upon in times of disaster. Karl also enjoys spending his free time sailing, surf fishing, reading and walking. Karl is a member of the Financial Planning Association (FPA) and the Ridgefield Chamber of Commerce. 

 

 

 

Paul K. Kupchok
Financial Planner
Robert J. Reby & Company, Inc.
Danbury, CT

Paul K. Kupchok*
Financial Planner
Certified Long-Term Care Insurance Professional

Paul has been active in the financial industry since 1995 working as a financial consultant for Salomon Smith Barney and as a Financial Advisor at UBS Paine Webber.  Paul originally started his career with RJR and Co., Inc as an intern while attending PaceUniversitywhere he studied finance.  Paul holds his series 7, 63, and 66 security registrations with Royal Alliance Associates.  Paul, a CERTIFIED FINANCIAL PLANNER™ candidate, has his Life and Health Insurance Licenses and is also a Certified Long-Term Care Specialist (CLTC).

 

Paul enjoys his free time during the summer playing golf and spending time on Long Beach Islandwith his family.  During the winter months Paul can be found skiing in Vermont. Paul is the newly elected VP of the Housatonic Valley Sports Organizing Committee.

 

 

Patrick M. Doherty, CFP^®
Financial Planner
Robert J. Reby & Company, Inc.
Danbury, CT

Patrick M. Doherty*
CERTIFIED FINANCIAL PLANNER^™

 With over 8 years in the investment industry, Patrick's experience includes various aspects of wealth management, including developing and implementing financial plans for individuals. Before joining Robert J. Reby & Co., Inc., Patrick was a wealth advisor at Commerce Capitals Markets, Inc., serving clients in the New York City and Westchester areas. Patrick graduated from New York’s Niagara University with a Bachelor of Science Degree majoring in Commerce. He has earned the CERTIFIED FINANCIAL PLANNER ™ designation and holds series 7, 66, and 31 with Royal Alliance Associates, Inc. Patrick also maintains his Life and Health Insurance licenses. 

Natives of New York, Patrick and his wife, Carol, have four children, Catherina, Daniel, Christopher and Gianna. They also share their home with two Boston Terriers, Murphey and J.D.  Patrick’s hobbies include spending time with his family, running, reading books on American history, and participating in various sporting activities. Patrick also serves on the John F. Kennedy High School future planning committee.

 

Beth Campbell
Executive Associate Robert J. Reby & Company, Inc.
Danbury, CT

 

Laurie joined Robert J. Reby & Co. in 1999.  Laurie came to us with 15 years of experience in the field of Banking. She was the AVP of Operations at Northeast Bank in Minneapolis.  Laurie attended Concordia University, St. Paul, majoring in Management and Communications. 

 

Danielle Hayes
Client Service Manager

 

 

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 2 children. Soonita and her husband recently inherited another son with the marriage of one of their daughters.

 

  

Donna has been with RJR & Co. since 1999. Donna’s voice is very familiar to our clients as she is usually the first to greet them either on the phone or when they come to our offices.  

Donna and her husband, Bob, have been residents of Connecticut their entire lives.  They enjoy spending time with their children, Bob and Mandy, and their FIVE granddaughters, Lindsay, Jenny, Sydney, Trinity and Melody. When Donna has some spare time she also enjoys photography, scrapbooking and reading.  Donna is also active on the Parish Council and the Woman’s Guild of her church.

 

Rosanne joined the Robert J. Reby team in April of 2006. Rosanne has over 24 years of experience in the financial services industry. During her career, Rosanne has held a variety of positions including, Registered Representative, Life Insurance Agent, Office Manager and has trained others in these areas as well. Rosanne’s professional credentials include FINRA registrations series 6, 63, and 65 held with Royal Alliance Associates, Inc. Rosanne also has her Life and Health insurance license.

 

Rosanne was born and raised in Ossining, New York but has made Connecticut her home for the past 20 years. In addition to her numerous responsibilities at the office, Rosanne keeps very busy out of the office as well. Rosanne enjoys attending jazz concerts and theater productions. She is an avid hiker and a “Hike Leader” for the local chapter of the Adirondack Mountain Club. In addition, Rosanne is an acting Board member for the “Friends of Tarrywile Park” and volunteers as an adult sponsor for a weekly teen support group.

 

*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.