Meet Our Team

 

PETER N. LAMURAGLIA
CFP®, CLU®, CHFC®,
Managing Partner

 

 

JAMES E. WILKIE
CFP®, CHFC®
Managing Partner

 

 

DAN BOONE
CFP®, CRPC®, CLU®

Managing Partner

 

 

GINA MCCORMICK
CRPC®

V.P. OF OPERATIONS

 

 

CHRIS SPAUGH 
CFP®,
V.P., INVESTMENT &
WEALTH MANAGEMENT ASSISTANT

 

 

CAROL BOONE
CLIENT RELATIONS &
MARKETING MANAGER

 

 

 


BEN HASKELL
ADMINISTRATIVE ASSISTANT