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, AIF®
Accredited Investment Fiduciary® (AIF®) & Wealth Management Advisor
Michelle LaFuente, AIF®
Accredited Investment Fiduciary® (AIF®) Designee & Wealth Management Advisor
Erin Wozniak, RICP®
Wealth Management Advisor
Christina Perna
Operations Manager
Adrianna Snay
CLIENT SERVICE ASSISTANT
Kathy "Kat" Vallie
Financial Paraplanner Qualified Professional
Robin Smith
Administrative Assistant
Kelly Cousino
Client Service Assistant
Stacy Honeycutt
Marketing Coordinator