1. Our Firm
  2. /Our Team

Our Team

 

You have questions, we have answers

“It takes a village” and our interdependent team is here to help you navigate your financial future.

 

tony-lajeunesse
 

Tony LaJeunesse, AIF®

Accredited Investment Fiduciary® (AIF®) & Wealth Management Advisor

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kat-vallie
 

Kathy "Kat" Vallie

Financial Paraplanner Qualified Professional

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christina-perna
 

Christina Perna

Operations Manager

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LEARN MORE ABOUT OUR COMMITMENT TO YOU

 

 

michelle-lafuente
 

Michelle LaFuente, AIF®

Accredited Investment Fiduciary® (AIF®) Designee & Wealth Management Advisor

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kelly-cousino
 

Kelly Cousino

Client Service Assistant

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stacy-honeycutt
 

Stacy Honeycutt

Marketing Coordinator

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erin-wozniak
 

Erin Wozniak, RICP®

Wealth Management Advisor

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Adro

Adrianna Snay 

CLIENT SERVICE ASSISTANT

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