Root, Borajkiewicz, Lucarelli Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Root, Borajkiewicz, Lucarelli Wealth Advisors
Team photo for Root, Borajkiewicz, Lucarelli Wealth Advisors

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Advisors

Jonathan Root

CRPC, CDFA®

Private Wealth Advisor

Franchise Owner
Visit Jonathan Root's website

Robert J Lucarelli

CFP®

Private Wealth Advisor

Managing Director of Root, Borajkiewicz, Lucarelli Wealth Advisors
Visit Robert J Lucarelli's website

Jeff Jolly

CFP®, BFA, AAMS, CRPC

Private Wealth Advisor

Senior Vice President of Root, Borajkiewicz, Lucarelli Wealth Advisors
Visit Jeff Jolly's website

Christopher Maciejak

Associate Financial Advisor

Visit Christopher Maciejak's website

Eric Moreira

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Eric Moreira's website

Nicole Bowler Pecknold

CFP®, MBA

Financial Advisor

Senior Vice President of Root, Borajkiewicz, Lucarelli Wealth Advisors
Visit Nicole Bowler Pecknold's website

Jennifer Heims

Financial Advisor

Senior Vice President of Root, Borajkiewicz, Lucarelli Wealth Advisors
Visit Jennifer Heims's website

Kyle Casagrande

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Kyle Casagrande's website


Team

Christopher Suggs

Christopher Suggs

Client Service Manager

Jennifer Myers

Jennifer Myers

Client Service Manager

Cheyenne Inturri

Cheyenne Inturri

Executive Assistant,

Event Planner
Patricia Roller

Patricia Roller

Client Service Coordinator

Regina Archazki

Office Manager

Christina Lake

Investment Manager