About Us

Our mission is to make a lifelong positive impact on the financial security of every person, family, and business owner that chooses to work with us.

Meet Our Team

Team Photo

Timothy J. Leahy, CLU®

Managing Partner/Financial Planner

“I see my job as helping my clients make logical well informed decisions. To do that I have to first learn and understand what is most important to them so I can understand how they think. Only then can I present and explain the pros and cons of their options to help them achieve their goals.”

As a financial advisor with Eagle Strategies LLC and the co-founder of Third 3rd Financial Partners, Tim Leahy focuses in helping clients define and achieve their retirement goals. His knowledge and experience is evident in the wide variety of client demographics that he serves, with differences in age, gender, background, and financial experience and objectives.

Tim is a member of the National Association of Insurance and Financial Advisors (NAIFA) and he is also a lifetime qualifying member of the Million Dollar Round Table (MDRT)1. Prior to entering the financial services industry, Tim graduated from the United States Coast Guard Academy in 1979 with a Bachelor’s in Civil Engineering. He then earned a Master’s in Statistics and Operations Research from Rensselaer Polytechnic Institute, in Troy, New York. To further his education, he has also earned the Chartered Life Underwriter (CLU®) designation.

Mr. Leahy was in the Coast Guard for 20 years. Among other assignments, he served as a commanding officer of two ships and the Coast Guard Vessel Traffic Service in New York Harbor in the late 1990s. He also taught college-level math at the Coast Guard Academy for four years. As an active member of his community, Tim supports the Carroll Center for the Blind in Newton, Massachusetts and is an active member of his church in Newburyport, Massachusetts.

Tim has been married to Kathleen for 30 years, and they have three children. In his off time, Tim likes to read, follow Boston area sports teams, stay active by hiking with Kathleen, and training each year for the Cayuga Lake Triathlon in Ithaca, NY.


1The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Patrick F. McKallagat, CFP®, CLU®

Partner/Financial Planner

“I view my role in my clients’ lives as helping them strike the balance between what their emotions are telling them to do and what the calculator is telling them to do. The best solution is often found somewhere in the middle.”

Financial advisor Patrick McKallagat prides himself in his ability to boil down the intimidating parts of financial planning into easy-to-understand concepts. The result is a planning process that is more comfortable for his clients. As a co-founder of Third 3rd Financial Partners, Patrick understands that it’s hard for his clients to picture themselves in retirement and what it takes to get there. That’s why Patrick and Tim endeavored to build the foundation of the company on helping clients have a successful third-third of their lives.

McKallagat is a CERTIFIED FINANCIAL PLANNERTM and has earned the Charter Life Underwriter® designation through The American College of Financial Services. He’s a member of the National Association of Insurance and Financial Advisors (NAIFA), qualifying member (2011/2012 & 2014-2019) of the Million Dollar Round Table (MDRT)1, and the Financial Managers Society (FMS). He married his high school sweetheart, Katie, in 2012, and they have a son, Jameson, and a daughter, Isla. They reside in Bradford, Massachusetts.


1The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
 

Debra Kennedy

Administrative Assistant | Licensed Service Assistant

Debra has been coordinating client services for the practice since 2011.  She assists our clients with new applications, policy and account changes, general information, and notary services.  Debra has extensive management, training, and systems implementation experience as a claims and customer service manager for large health insurance companies as well as several years of sales experience with supplemental and life insurance products.  Debra is a graduate of the University of Massachusetts at Boston and Suffolk University.  When not supporting the team, Debra enjoys traveling, reading, volunteering in her community, and attending the theater. 

Darlene King

Executive Assistant

Darlene began with Third 3rd Financial Partners in early 2017. However, she has acted in a supporting role for financial advisers since 2009. Her ability to navigate the mechanics of completing administrative tasks is instrumental in providing a smooth experience for our clients. Darlene’s responsibilities include processing applications, assisting with policy and account service, and maintaining accurate client records. On her days away from the office Darlene enjoys spending time with her family, reading and traveling.

Wendy Wood

Administrative Assistant

Wendy joined the team in early 2017 and is primarily responsible for marketing and practice management. Wendy earned a business management degree from Northern Essex Community College and previously held positions in the banking and retail field with a focus on customer service. Wendy is a New England native and (mostly) loves the changing seasons. Wendy enjoys spending time at “the lake” in Maine with her family, scrapbooking, jigsaw puzzles and Sudoku.

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