Team
Nicholas J. Reiland, CFP®, ChFC®
Private Wealth Manager
Nick began his career as a Financial Advisor in 2001. He works collaboratively with his clients to build customized financial plans and manage their hard-earned assets. His tax efficient approach and realistic strategies allow clients...
Tim Kuntz, CFP®
Private Wealth Manager
Tim began his career in the financial service industry in 2013. He has gained a unique perspective on comprehensive financial planning, investment management, and estate planning from his many mentors. Tim has advanced quickly in his...
Diane M. Simonaitis
Office Manager and Marketing Coordinator
Diane joined Upstream Investment Partners in 2015 after a 25+ year career in education. She was both a classroom teacher and principal. This is her first foray into the financial field. She enjoys making a difference in the lives of...
Nancy Sheehan-LeMoine
Administrative Assistant
Nancy Sheehan-LeMoine joined Upstream in 2016 after raising her 4 beautiful children and teaching special education for 28 years. She is excited to have a career in the financial industry supporting the Upstream advisors and clients....