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A Committed Team

Our holistic approach encompasses a financial life guidance assessment and concierge support for financial well-being. At Wiley Group, it has meant investment in technology, research and the best talent in the business.

Jim Wiley

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.'

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Don Riley

Don Riley

Chief Investment Officer

As Chief Investment Officer, Don Riley is a valued member of our Investment Management Committee. Don provides oversight, management and monitoring of the firm's investments and helps guide the asset allocation and manager selection decisions for the firm's proprietary portfolio strategies.

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Shannon Breuer

Shannon Breuer

President and Chief Compliance Officer

As President of Wiley Group, Shannon Breuer leads by example.

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 Timothy Hewitt

Timothy Hewitt

Senior Wealth Advisor

As a Senior Wealth Advisor, Timothy provides extensive knowledge in all areas of wealth management. He partners with clients to understand their goals and identifies opportunities to help them realize their vision. He specializes in investments, taxation, retirement planning, estate planning, insurance and risk management, college savings analysis, and real estate investing.

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Kimberly Jobson

Kimberly Jobson

Client Advisor

A former employee at Morgan Stanley, Kimberly has established herself as a vital member of our team with her eight years in the financial services industry, her problem solving nature and her technical curiosity.

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Jason Wiley

Jason Wiley

Relationship Manager

As our newest member, Jason brings his passion for meeting and helping others to Wiley Group.

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Claudia Roberts

Claudia Roberts

Client Service and Compliance Specialist

Claudia’s standard for helping clients achieve their goals has proved to be nothing short of the best.

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Regina Iadicicco

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.

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Tracey Wiley

Tracey Wiley

Office Administration Specialist

Tracey is a graduate of Holy Family University. Her professional career outside of Wiley Group includes employment as a Registered Nurse and various roles in the healthcare industry.

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A Committed Team

Our holistic approach encompasses a financial life guidance assessment and concierge support for financial well-being. At Wiley Group, it has meant investment in technology, research and the best talent in the business.

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