Our Team

Michael M. Kaleel, CLU, ChFC

Founder and President of The Kaleel Company Inc., and managing Partner of Kaleel Investment Advisors, LLC, Michael has been providing wealth management since 1971.

With nearly 45 years of experience in the financial services industry, Michael provides clients with financial services and products related to retirement, wealth management, and wealth transfer strategies. Michael works with business owners and professionals to develop plans that will help them build and sustain wealth through investment programs, efficient insurance design and tax-efficient planning.

For over four decades, Michael has written and lectured nationally and internationally, on the subjects of wealth accumulation and wealth transfer programs. He has received many awards and accolades for his achievements and is a life and qualifying member of the Million Dollar Round Table (MDRT), a life and qualifying member of “Top of the Table,” (TOT) and has served multiple terms as a member of the TOT Advisory Board. Michael is also a licensed insurance broker; member of the Association of Advanced Life Underwriters (AALU); Forum 400, NAIFA Northeast and the Boston Estate Planning Council. He is a registered representative through Lincoln Financial Securities Corporation, Member FINRA, and holds equity ownership in Lion Street. Kaleel Company Inc., Kaleel Investment Advisors LLC and Lion Street are not affiliated with Lincoln Financial Securities.

Michael is a Chartered Life Underwriter (CLU) designee and a Chartered Financial Consultant (ChFC) designee. He holds a Bachelor of Science in Marketing from Southern New Hampshire University, and has earned accreditation from The American College in the areas of Investments, Insurance Planning, Pension, Taxation, and Estate Planning.

 

LFS-1716529-022117

 

Tracy A. Shea, CLU, ChFC, CFP®

Tracy joined The Kaleel Company in 2003 and her primary focus has been our firm’s individual and corporate insurance business as well as our securities compliance and regulatory maintenance.

Tracy began her career in financial services in 1988. Prior to joining The Kaleel Company, she managed institutional key accounts and international letter of credit for Fleet Bank, processed corporate licensing for Manulife Financial and most recently, led strategic marketing and business development incentives for two nationally registered broker dealers.

Tracy is a Representative with Lincoln Financial Securities Corporation and has successfully completed the Series 7 & 66 securities registrations as well as being a Massachusetts licensed insurance broker.

Tracy is a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC) and a CERTIFIED FINANCIAL PLANNERTM (CFP®professional. Tracy received her BS in 1993. She has been an active member of MPI, SAMA, and Toastmasters International.

Laura S. Alspaugh, CFA

Laura joined The Kaleel Company in 2016. Laura’s primary focus is managing client portfolios and is a contact for our clients.

Laura has been in financial services since college and began her career at a Boston based brokerage firm. She worked in the banking industry in the trust division for private clients and trust accounts. She then spent many years working as an investment consultant to pension plans and other institutional clients.

Laura has a wide breadth of knowledge of the financial markets and the investment services industry. In addition, she has successfully passed FINRA Series 7 & 63 examinations and is a Massachusetts investment advisor representative of Kaleel Investment Advisors, LLC.

Laura holds the Chartered Financial Analyst (CFA) designation and earned her MBA from Boston University. Laura earned her undergraduate degree at Wellesley College. She lives in Brookline and has two college-age children.

LFS-1768834-042517

Investments offered through representatives of Lincoln Financial Securities Corporation, Member SIPC (http://www.sipc.org) to residents of CA, CO, CT, FL, MA, ME, NC, NH, NY, PA, SC, VA & VT. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. Advisory services offered through Kaleel Investment Advisors, LLC, a Massachusetts registered Investment advisor. Lincoln Financial Securities and Kaleel Investment Advisors, LLC are not affiliated.