Frattallone Wealth Partners

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 Frattallone Wealth Partners
Team photo for Frattallone Wealth Partners

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Advisors

Advisor photo for R Jim Van Loo

R Jim Van Loo

CRPC

Financial Advisor

Visit R Jim Van Loo's website
Advisor photo for Sylvia Frattallone

Sylvia Frattallone

ChFC®, CLU®, APMA®, AEP®, CDFA®, CRPC

Private Wealth Advisor

Founder of Frattallone Wealth Partners
Visit Sylvia Frattallone's website
Advisor photo for Jeremy Moore

Jeremy Moore

MBA, CFA®

Financial Advisor

Chartered Financial Analyst®
Visit Jeremy Moore's website
Advisor photo for Shanna Shillington-Bylsma

Shanna Shillington-Bylsma

CLTC®

Financial Advisor

Certified Long Term Care
Visit Shanna Shillington-Bylsma's website
Advisor photo for Beckie Garvey

Beckie Garvey

MBA, CFP®, AAMS®, ChFC®, CEPA®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Beckie Garvey's website
Advisor photo for Leah Cooley

Leah Cooley

Financial Advisor

Financial Planning Specialist
Visit Leah Cooley's website


Team

Shelby Armock

Shelby Armock

Client Relationship Manager