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