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

email-icon
 

 

michelle-lafuente
 

Michelle LaFuente, AIF®

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

email-icon
 

 

erin-wozniak
 

Erin Wozniak, RICP®

Wealth Management Advisor

email-icon
 

 

christina-perna
 

Christina Perna

Operations Manager

email-icon
 

 

robin-smith
 

Robin Smith

Administrative Assistant

email-icon
 

 

kat-vallie
 

Kathy "Kat" Vallie

Financial Paraplanner Qualified Professional

email-icon
 

 

stacy-honeycutt
 

Stacy Honeycutt

Marketing Coordinator

email-icon
 

 

kelly-cousino
 

Kelly Cousino

Client Service Assistant

email-icon
 

 

team-cfn-research