Wiley Group - Retirement Portfolios and Retirement Advice

Jim Wiley

CEO and Chief Investment Strategist of Wiley Group

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 Barney.

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.

Don Riley

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.

Shannon Breuer

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 advisor.

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 employees.

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 in 2010.

Kimberly Jobson

Client Advisor

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 Association.

Kristin Mack

Client Advisor

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.

Erin Searl

Client Service Specialist/Compliance Assistant

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 traveling internationally.

Regina Iadicicco

Client Service Specialist/Compliance Assistant

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 basis.

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 contemporary restaurants.

Tracey Wiley

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 Specialist.

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 enjoys yoga.