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

CAROL BOONE
CLIENT RELATIONS &
MARKETING MANAGER