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Our Team

/Our Team
Thomas Kelly M.P.A.

Tom recently joined Marathon Financial Advisors bringing with him 36 years of investment

Thomas Kelly M.P.A.

Financial Advisor

Christine Taylor

Chris joined the firm in 2008, and oversees the business bookkeeping, marketing, mutual

Christine Taylor

CFO

Barbara Carpenter

Barbara joined the firm since 2009 and is a licensed New York State

Barbara Carpenter

Securities Licensed Director of Operations

Anthony Montesano

Bringing the experience of nine years as a Financial Advisor, Tony joined the

Anthony Montesano

Licensed Operations Manager

Zachary Walton

Zach joined the firm in 2017 as a Securities Licensed Support Staff member.

Zachary Walton

Securities Licensed Support Staff

Hannah Lupole

Hannah joined the firm in 2017 as the Receptionist and Administrative Support. Hannah

Hannah Lupole

Receptionist and Administrative Support

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