Sentinel logo
Sentinel logo
203-793-0707
Client Access

team member

William McKenzie

Bali is a well-rounded professional who blends a strong foundation in mathematics,
education, leadership, and service, always bringing warmth, clarity, and genuine care to
every client relationship. She is known for her ability to simplify the complex, support
others with patience and intention, and guide people toward meaningful progress in
their financial lives.
Bali spent 11 years in education as both a math teacher and tutor, specializing in
making challenging concepts understandable and approachable. She holds an
undergraduate degree in mathematics and a master’s degree in curriculum and
instruction, allowing her to expertly break down intricate ideas into clear, actionable
steps. During her time in the school system, Bali served as team leader, contributed to
multiple committees, and coached soccer for more than a decade. These experiences
strengthened her leadership, communication, and decision-making skills, qualities she
brings into every client conversation. Her background reflects a lifelong commitment to
helping others learn, grow, and achieve.
After years of teaching, Bali was recruited into the financial industry for her capability,
integrity, and unmistakable passion for serving others. Now, as an Investment Advisor
Representative, she combines analytical precision with a teacher’s touch, creating
strategies that are both deeply thoughtful and easy to understand. Bali is excited to
guide individuals, families, and retirees toward their investment and retirement goals
with confidence, clarity, and compassion. Outside of work, she enjoys staying active,
spending time with loved ones, being outdoors and exploring with her dog, watching all
sports, especially soccer, and continuing her personal and professional growth.

William McKenzie Read More »

Koko and Lyla

Lyla recently joined Sentinel Asset Management as Co-Head of Client Relations, after a successful summer internship program with the firm. She brings a fresh perspective to the team and is known for her innovative ideas and creative problem-solving skills. Lyla is currently entering the first grade at Killingworth Elementary School where she is excited to learn new things and make new friends. When not in school or assisting clients at Sentinel, you can find Lyla expressing her creativity through drawing and dancing. Lyla is excited to meet you and looks forward to welcoming you to the Sentinel family.

Koko and Lyla Read More »

Kevin McTigue

Kevin McTigue joined Sentinel Asset Management as a Paraplanner in 2024. A graduate of Wake Forest University, Kevin began his career in wealth management as a performance analyst with Evaluation Associates, a pension consulting firm in Norwalk, CT. He then further honed his skills through diverse roles at American Skandia, a leading annuity and mutual fund company, and Fleet Bank/Bank of America.

Before joining Sentinel, Kevin worked directly with clients in the mortgage industry, helping them achieve the dream of homeownership. Through his extensive experience in financial services, he developed a passion for educating clients and empowering them to reach their financial goals.

Kevin McTigue Read More »

Corinna Faulkner

As a long time client of Sentinel Asset Management, Corinna has recently joined the team as
the Office Manager.

Corinna can be described as a kind and compassionate individual who is always advocating for
others and putting their needs before her own.

Corinna Faulkner Read More »

Beth Leake

Beth brought a broad range of experience with her when she joined the firm as a Financial Paraplanner. Following 15+ years in the real estate industry as a sales agent and property appraiser, she transitioned to the legal field where she served for 10+ years as the firm administrator in a law firm that specialized in tax controversy and litigation. It is there that she obtained her IRS Enrolled Agent designation which enabled her to represent clients directly with the IRS to advocate on their behalf. Beth is also a Registered Social Security Analyst.

Beth Leake Read More »

Jason McGee Investment Advisor Representative 203-793-0707 phone 203-793-0705 fax jason@sam-ria.com Jason McGee is a seasoned financial professional with more than 21 years of experience in asset management, now dedicated to bringing institutional-level insight directly to individual investors and families. After two decades working alongside financial advisors, national accounts, and distribution partners across ETFs, mutual funds, and alternative investments, Jason has shifted his focus to helping clients make informed, confident financial decisions. Throughout his career, Jason has guided advisors through a wide range of market environments by delivering clear insights, deep product knowledge, and practical portfolio solutions. His expertise spans portfolio construction, manager due diligence, and multi-asset investment strategies—allowing him to translate complex financial concepts into clear, actionable guidance tailored to each client’s goals. Jason’s approach is grounded in integrity, education, and long-term partnership. He believes successful wealth management starts with understanding, and he is committed to helping clients stay focused through changing markets while building thoughtful, goal-aligned financial plans. Jason earned a bachelor’s degree in Economics and International Business from Pennsylvania State University and an MBA with a concentration in Finance from Saint Joseph’s University. He holds FINRA Series 7, 63, and 65 licenses, as well as a Pennsylvania Life and Health license, and remains committed to ongoing professional development. Jason resides in King of Prussia, Pennsylvania, with his wife, Jeanne, and their daughters, Madelyn and Eleanor. Outside of work, he enjoys staying active, competing in a weekly cornhole league with neighbors, and cheering on his beloved Philadelphia sports teams—especially the Eagles. He also values time spent traveling with his family, most recently exploring Alaska together.