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

 

 

ED PARENT

Senior Financial Assistant

 

 

 

CRAIG M. FORYS

AWMA®, CPFA®

ASSOCIATE ADVISOR

CAROL BOONE

CLIENT RELATIONS &

MARKETING MANAGER