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 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 Borajkiewicz

Christopher Borajkiewicz

CFP®, BFA, ChFC®, CRPC, CLTC®

Private Wealth Advisor

Franchise Owner
Visit Christopher Borajkiewicz's website
Advisor photo for Christopher Maciejak

Christopher Maciejak

Associate Financial Advisor

Visit Christopher Maciejak'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 Jonathan Root

Jonathan Root

BFA, CRPC, CDFA®, CEPA®

Private Wealth Advisor

Franchise Owner
Visit Jonathan Root's website


Team

Saul David

Saul David

Event Planner,

Administrative Assistant
Cheyenne Inturri

Cheyenne Inturri

Executive Assistant