Meet Our Team

Meet Our Team

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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. MacDonald

Financial Paraplanner Qualified Professional™

Emily MacDonald 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.”

Meghann Dayton, EA, MBA

Financial Planning Assistant

Meghann Dayton joined RNL & Associates in 2017. She comes to us with a Bachelor of Arts degree from Castleton University with a concentration in English literature and a Master in Business Administration from the University of Phoenix.

“I have found great joy and pride in my new home at RNL & Associates and am excited to gain more experience with tax preparation, financial planning, and investment management.”

MEMBERSHIPS
Member NAEA (National Association of Enrolled Agents)

Thomas Baker

Financial Planning Assistant

Tom Baker joined RNL & Associates in 2018. He received his Bachelor of Arts degree from Florida Gulf Coast University with a concentration in communications and a minor in political science.

“Being part of the RNL team means more than financial planning; it’s a mindset centered around treating clients like family and working tirelessly toward the best possible solutions for them and their loved ones.”