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About Us

Our History

Doyle Wealth Management was founded in 2005 by Bob and Jill Doyle as an SEC - registered investment advisor providing comprehensive wealth management to individuals, families, and institutions.

Why Doyle Wealth Management?

We are firmly anchored as a fee-only advisor allowing us to provide objective, unbiased advice for the betterment of our clients’ portfolios.  In addition we are a registered investment advisor which means we act in the best interest of our clients at all times.

Our Team

Robert K. Doyle, CPA, PFS


Jillian D. Doyle, CPA

Chief Financial Officer

Richard J. Heiman

Executive Vice President

Anne Drake McMullen

Executive Vice President, Business Development

Connie E. Roman, CPA


Todd B. Youngs, CFA®

Director of Portfolio Management

Cassandra M. Smalley, CFP®

Director of Financial Planning & Portfolio Analyst

Amy Powell, CFA®

Portfolio Analyst

McLean A. Baran

Support Adviser

Robyn A. Bowman

Operations Manager

Kimberly A. Markiewicz

Operations Manager

Stacy Goodrich

Operations Support