A Committed Team
A successful retirement is accomplished through the early
adoption of a philosophy and a life plan. That plan must then be
guided by a solid investment philosophy. Wiley Group is an
eight-person team, with two principal members. We firmly believe
that the best retirement plan is one which minimizes volatility and
creates steady returns. Our experience affords us many viewpoints
on how best to allocate our clients' assets throughout retirement.
We want our clients to know everyone on our team and to understand
the entire process of working with us. With the reliability of a
financial plan, guided by a dependable investment philosophy, we
strive to make your retirement goals a reality in a way that
profoundly changes your ability to live more, in every aspect of
CEO and Chief Investment Strategist of Wiley
As CEO and Chief Investment Strategist of Wiley Group, Jim Wiley
is always in search of the next 'big idea.'
An entrepreneur at heart, Jim's passion for helping clients
articulate their life plan and make financial choices to realize
their vision is what separates him from his peers.
With 28 years in the financial services industry, Jim has seen
enough bull markets and bear markets to know how best to guide
clients so they may enjoy economic security now and in the future.
He began his career as a financial advisor at Dean Witter and later
spent over 20 years as a wealth advisor at Morgan Stanley Smith
Now, as the head of Wiley Group, Jim is driven to best serve his
client's financial needs, which is why the firm accepts fiduciary
responsibility as a Registered Investment Advisor. Jim
strives to provide superior communications and full transparency in
furtherance of his efforts to achieve the firm's objective to
generate consistent and sustainable return for its clients.
Needless to say, he loves an honest conversation.
Jim is a graduate of Dickinson College and the Wharton Executive
Education Program. A forward thinker, Jim relishes working in
synergy with other industry leaders to address issues affecting the
market. He is an active member of Vistage International and was
recently appointed as a member of the Immaculata University
Business Advisory Board in which he lends his expertise on business
development. Jim remains connected to both Immaculata and Dickinson
through a shared passion for sustainability and entrepreneurialism,
and periodically lectures on those topics to inspire students to be
forward-thinking. Dickinson College was recently ranked by
Sierra Magazine as the #2 greenest school in America for
its dedication to the environment and for infusing sustainability
into all facets of college life.
An avid runner and cyclist, Jim embraces wellness in all areas
of his life. He also serves his passion for conserving the natural
environment through ongoing personal efforts to promote
sustainability. To further this cause, Jim is an active contributor
to Dickinson College's scholarship program and works closely with
the school's leaders to generate donors in the region.
The married father of three sons is also a dedicated and
tireless member of the Caron Treatment Centers' advisory board.
Chief Investment Officer
As Chief Investment Officer, Don Riley is a valued member of our
Asset Allocation Committee who analyzes economic trends and market
statistics in order to develop and implement optimal trading
strategies. Don works closely with our Chief Investment Strategist
to advise clients with their portfolios, retirement strategies and
comprehensive services. He provides due diligence on all of the
Wiley Group's individual investments, asset classes and ETFs. Don
continuously evaluates risk and interprets data as it corresponds
to our portfolios.
He is passionate about helping clients and generating the most
efficient, optimal solution. With more than 25 years of experience
in financial services, Don has the knowledge and skill to guide our
clients along the right path.
In 1984, Don began his investment career as a trader and broker
at McNamara Trading Company. After 16 years with McNamara, Don
founded his own equity trading/specialist firm on the Philadelphia
Stock Exchange in 2000. During this time, Don administered all
trading, clearing, operations, customer acquisition and compliance.
In 2004, Don became a limited partner in Centurion Trading where it
was his sole responsibility to research all equities and ETFs.
Most recently, prior to joining Wiley Group, Don established the
Registered Investment Advisory firm, Millenium Wealth Advisors, in
2009. As founder and leader, Don acted as the portfolio manager for
the firm's proprietary actively managed investment strategies using
ETFs. Don currently holds his Series 7 and 65 licenses.
A graduate of Widener University, Don is devoted both in the
office and at home. His wife of 26 years was his high school
sweetheart. Together, they have 2 college-aged children. Don enjoys
playing basketball, and spending time with his family.
President and Chief Compliance Officer
As President and Chief Compliance
Officer of Wiley Group, Shannon Breuer leads by example.
A proven and seasoned industry leader, Shannon provides our team
with tenacity and passion for advancing Wiley Group's mission and
objectives as a well regarded, well managed registered investment
Prior to joining Wiley Group, Shannon held leadership roles in
Human Relations and Communications with Sunoco, Inc. and more
recently with McKnight-Kaney-Breuer LLC, a Philadelphia-based
consulting company helping leadership teams inspire and motivate
A graduate of Marymount University, Shannon is an advocate for
business leaders through her affiliations with professional and
community organizations. She is a member of the Forum for Executive
Women, the Philadelphia HR Planning Society and the Network
of Women in Computer Technology. She speaks to community groups and
organizations on transitions and volunteers as a career coach at
the Women's Resource Center where she also serves on the Steering
Committee of their Advisory Board. As an acknowledgment of
her leadership and community contributions across her career, she
received Philadelphia Business Journal's Women of Distinction Award
A former intern at Morgan Stanley, Kimberly has established
herself as a vital member of our team because of her combined
experience and innovative personality. As Client
Advisor, Kimberly provides daily assistance to the Asset Allocation
Committee by completing client inquiries and related tasks. In
addition, Kimberly initiates and oversees the process of delivering
our weekly client newsletters. She holds her Series 65 license.
An honors graduate of West Chester University, Kimberly is a
frequent traveler. She not only admires the earth's natural beauty;
but, she especially enjoys learning about the many different
cultures around the world. In her spare time, Kimberly practices
bikram yoga and volunteers for the American Diabetes
Prior to joining Wiley Group in 2009, Kristin was an intern at
Morgan Stanley Smith Barney. During her time as an intern, Kristin
further developed her enthusiasm for helping others. At Wiley
Group, Kristin acts as liaison between our firm's service partners
and our clients. In this role, she also supports the Asset
Allocation Committee, and collaborates with other team members to
fulfill client requests. Kristin holds her Series 65 license.
Kristin graduated cum laude from LaSalle University. She remains
active in the community by participating in the Annual Buddy Walk
and by contributing to various cancer awareness organizations. She
enjoys spending time with family, friends and her dog, Dublin.
Client Service Specialist/Compliance
As Client Service Specialist, Erin's diligence translates
well to her role at Wiley Group.
Erin serves as a key resource
for our clients by anticipating client needs and proactively
developing solutions. She supports daily operational activities and
helps to ensure that all transactions are made in adherence to the
firm's policies and external regulatory requirements. In addition,
Erin coordinates our firm's comprehensive services. Erin has her
Series 65 license.
A graduate of Kutztown
University, Erin is ambitious both on and off of the clock. This
animal lover is always ready for a new adventure and enjoys
Client Service Specialist/Compliance
Regina "Gina" Iadicicco is a crucial member of our operations
team. As Client Service Specialist, Gina exemplifies her meticulous
and friendly personality when assisting our clients on a daily
At Wiley Group, Gina initiates the account transfer process and
ensures that all client needs are satisfied accurately and
according to schedule. She also works closely with our Chief
Compliance Officer to maintain firm policies that comply with
applicable state and federal regulations. Gina is a seasoned vet
with more than 15 years of experience. She honed her skills in
client services positions for Merion Wealth Partners, LLC and
StoneRidge Investment Partners, LLC prior to joining our team.
Always ready to lend a hand, Gina frequently volunteers for the
American Red Cross. She enjoys visiting the theater and dining at
Office Administration Specialist
A graduate of Holy Family University, Tracey is greatly
committed to helping others. Her professional career outside of
Wiley Group includes employment as a Registered Nurse and various
roles in the healthcare industry. Tracey is conscientious, thorough
and encompasses the ability to adapt in different situations. These
skills greatly contribute to her role as Office Administration
Tracey works closely with human resources as well as our
operations team to ensure that all firm and employee reports are
complete. She implements our vendor management strategy, reconciles
firm statements and creates financial documentation. Her hobbies
consist of cooking, reading and traveling. She also performs
volunteer work at the Children's Hospital of Philadelphia and