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Team photo

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Our advisors

Marie Chiarucci

CFP®, CRPC, APMA®

Private Wealth Advisor

President of Chiarucci, Flogge and Associates
Learn more about Marie Chiarucci Visit Marie Chiarucci's website

Fred Prillaman

CRPC

Financial Advisor

Learn more about Fred Prillaman Visit Fred Prillaman's website

Yury Fridman

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Yury Fridman Visit Yury Fridman's website


Our team

Kathleen Podmore

Kathleen Podmore

Receptionist

Lisa Hein

Lisa Hein

Assistant

Cathleen Pegg

Cathleen Pegg

Client Service Manager