Megen A Reilly

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Megen A. Reilly

Chief Operations Officer & Chief Compliance Officer

Megen is Chief Operations Officer and Chief Compliance Officer at Almanack. She is responsible for overseeing the operational and compliance functions at the firm. Additionally, Megen has strategic experience in the financial services industry with a strong record of success in engineering robust technology infrastructures to create firm-wide efficiencies and scalability for growth.

With over 20 years of experience in the financial services industry, and after holding various positions throughout her career, Megen has developed the knowledge base and skill set to excel in her current position. Her operational and compliance background allows her to provide insight and expertise to streamline the day-to-day experience and introduce added efficiencies all while maintaining a compliant perspective. Her hands-on approach to providing guidance and support is one of the key components that sets Almanack apart from other firms. Megen prides herself in creating and growing personal relationships with each of the Almanack advisors, their staff, and their clients.

Prior to joining Almanack, Ms. Reilly spent nearly two decades working for several Philadelphia based financial firms with top-producing advisors, supporting those advisers with her operational and compliance expertise and assisting in growing their practice.

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Jane Faber, New York

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Jane Faber, New York

Jane Faber, New York

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.

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