Important for your Security
Please note this email selection is not a secure form of communication. For your protection RNL & Associates will not provide confidential account information via this format.
Timothy S. O’Connor, EA, CFP®
Financial Advisor
Tim O’Connor, VP, Financial Advisor and Tax Manager, began his financial services career with RNL & Associates in 2000. He has extensive experience in financial planning, portfolio management, and tax planning/preparation. Tim earned a Bachelor of Science degree in finance through Castleton University. In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, Tim is an Enrolled Agent (EA). This puts him in a unique position to consider the tax implications across the many areas of financial planning.
DESIGNATIONS
CFP® (CERTIFIED FINANCIAL PLANNER™ practitioner) since 2007
EA (Enrolled Agent) since 2006
MEMBERSHIPS
Member FSI (Financial Services Institute)
Member NAEA (National Association of Enrolled Agents)
“I love working at RNL & Associates. We work in an environment focused on helping and educating clients along their financial journey. One of the greatest satisfaction you get while working at RNL & Associates is hearing the appreciation of a client who values the service they receive.”
*tax planning and preparation services offered through RNL & Associates are separate and unrelated to Commonwealth.
Katherine B. Brady, CFP®
Financial Advisor and Office Operations Manager
Katherine Brady has been with RNL & Associates since 2008. She is a financial advisor and the office operations manager. She specializes in insurance and social security planning. Katie earned a Bachelor of Science degree from Castleton University, with concentrations in business management, business marketing, and computer information systems.
DESIGNATIONS
CFP™ (CERTIFIED FINANCIAL PLANNER™ practitioner)
MEMBERSHIPS
Member FSI (Financial Services Institute)
“The ability for us to work as a team to help someone work toward a goal or find an answer makes me come to work knowing I am making a difference in people’s lives.”
Emily A. Gabriele
Financial Paraplanner Qualified Professional™
Emily Gabriele has been with RNL & Associates since 2012 and is a cornerstone member of our financial planning services team. She is a Financial Paraplanner Qualified Professional™ and she earned her Bachelors of Science degree, concentrated in accounting, from SUNY Plattsburgh.
“I enjoy coming to the office to learn new items daily. Helping others to better understand a financial matter that is confusing to them is extremely satisfying. I love coming to our office knowing we are a united, supportive front/family.”