Meet The Healy Team

A Team That Will Always Go The Extra Mile For You

Meet our team of dedicated professionals who will go above and beyond what’s required to help you grow through a tailored strategy.

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Financial Advisors

Patrick Couch

Financial Advisor

Joe Cramer, CFP^®

Financial Advisor/Owner

Nick Liskey

Financial Advisor/Owner

F. Richard Preuss, Jr., CLU^®, CHFC^®

Financial Advisor/Owner

Randall J. Raciti, CLU^®, CHFC^®

Financial Advisor/Owner

Christin Rose, CFP^®

Financial Advisor

Daniel Sexton

Financial Advisor

Margot Taylor

Financial Advisor

Matthew J. Urbanski

Financial Advisor/Owner

Practice & Division Managers

Cynthia Casas

Practice Manager

Mary Couch

Practice Manager

Sara Reyes, FLMI

Division Leader

Rikka J. Stewart

Practice Manager

Anna Trinidad

Practice Manager

Christine Weldy

Practice Manager

Administrative Associates

Alexandria (Allie) Antoniu

Administrative Associate

Abby Rotzien

Client Service Associate

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Let's have a conversation and start down the path towards a better future today.

Our Services

We offer a wide array of services for complete long-term financial planning, helping ensure you have everything you need in one place.

Private Client Services

Our Approach

We focus on aligning our financial planning with your values, helping ensure you can meet your goals and enjoy a more satisfying life.

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About Us

Healy Financial is a full-service financial firm that provides financial guidance to clients in a way that aligns with their values. Find out more now.

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