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