Root, Borajkiewicz, Lucarelli Wealth Advisors

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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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 Jonathan Root

Jonathan Root

BFA, CRPC, CDFA®, CEPA®

Private Wealth Advisor

Franchise Owner
Visit Jonathan Root'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 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 Kyle Casagrande

Kyle Casagrande

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Kyle Casagrande'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


Team

Christopher Suggs

Christopher Suggs

Client Service Manager

Jennifer Bunker

Jennifer Bunker

Client Service Manager

Christina Lake

Investment Manager

Regina Archazki

Office Manager

Patricia Roller

Patricia Roller

Client Service Coordinator

Sandra Cassidy

Sandra Cassidy

Client Service Specialist

Qualifications

  • With the firm since 1997

  • Quinnipiac University, BS in Organizational Leadership

Roles & Responsibilities

  • Client service
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