265 Church Suite 501
, New Haven
, CT
 06510
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Five people in business attire sit around a conference table with laptops in a modern office, viewed through a diamond-shaped window design.

Our Team

Our people make the difference.

At Kreitler Financial, every team member combines expertise, care, and dedication to help clients navigate their financial lives with confidence. Get to know the individuals who make Kreitler Financial a place of thoughtful guidance and real human connection.

Five people in business attire sit around a conference table with laptops in a modern office, viewed through a diamond-shaped window design.

Our Team

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Charles F. Kreitler, CFP®

President, Wealth Manager

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Melissa Taylor

Chief Operating Officer, Integrator

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Sandy Blanchard

Operations and Compliance Manager

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Kersti T. Melchiore, FPQP™

Director of Client Experience

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Jacob W. Ness, CFP®

Wealth Manager, Financial Planner

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Beau Tillinghast, CFP®

Senior Financial Planner

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Max Trachten

Associate Financial Planner

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Dwayne Tyril, CFA®

Director, Investments

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Alyse Uzarski

Senior Analyst

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Margie Berviller

Executive Assistant to Charlie Kreitler

Tamarac Portfolio
eMoney Planning

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