Root, Borajkiewicz, Lucarelli Wealth Advisors

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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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

CFP®, MBA

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

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
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