Root, Borajkiewicz, Lucarelli Wealth Advisors

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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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

Advisor photo for Christopher Borajkiewicz

Christopher Borajkiewicz

CFP®, BFA, ChFC®, CRPC, CLTC®

Private Wealth Advisor

Franchise Owner
Visit Christopher Borajkiewicz's website
Advisor photo for Robert J Lucarelli

Robert J Lucarelli

CFP®

Private Wealth Advisor

Managing Director of Root, Borajkiewicz, Lucarelli Wealth Advisors
Visit Robert J Lucarelli's website
Advisor photo for Jeff Jolly

Jeff Jolly

CFP®, BFA, AAMS®, CRPC

Private Wealth Advisor

Senior Vice President of Root, Borajkiewicz, Lucarelli Wealth Advisors
Visit Jeff Jolly's website
Advisor photo for Christopher Maciejak

Christopher Maciejak

Associate Financial Advisor

Visit Christopher Maciejak's website
Advisor photo for Nicole Bowler Pecknold

Nicole Bowler Pecknold

MBA, CFP®

Financial Advisor

Senior Vice President of Root, Borajkiewicz, Lucarelli Wealth Advisors
Visit Nicole Bowler Pecknold's website
Advisor photo for Jennifer Heims

Jennifer Heims

Financial Advisor

Senior Vice President of Root, Borajkiewicz, Lucarelli Wealth Advisors
Visit Jennifer Heims's website
Advisor photo for Eric Moreira

Eric Moreira

Financial Advisor

Visit Eric Moreira's website


Team

Christopher M. Suggs

Christopher M. Suggs

Client Service Manager

Jennifer Myers

Jennifer Myers

Client Service Coordinator

Kyle Casagrande

Kyle Casagrande

Financial Planning Analyst

Christina Lake

Investment Manager

Regina Archazki

Office Manager

Patricia Roller

Administrative Assistant