Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Frattallone Wealth Partners
Team photo for Frattallone Wealth Partners

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Our advisors

Advisor photo for Sylvia Frattallone

Sylvia Frattallone

ChFC®, CLU®, APMA®, AEP®, CDFA®, CRPC

Private Wealth Advisor

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

Jeremy Moore

MBA, CFA®

Financial Advisor

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

Shanna Shillington-Bylsma

CLTC®

Financial Advisor

Certified Long Term Care
Learn more about Shanna Shillington-Bylsma Visit Shanna Shillington-Bylsma's website
Advisor photo for R Jim Van Loo

R Jim Van Loo

CRPC

Financial Advisor

Learn more about R Jim Van Loo Visit R Jim Van Loo's website
Advisor photo for Beckie Garvey

Beckie Garvey

MBA, CFP®, AAMS®, ChFC®, CEPA®, APMA®

Financial Advisor

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

Leah Cooley

Financial Advisor

Financial Planning Specialist
Learn more about Leah Cooley Visit Leah Cooley's website


Our team

Emily K. Eggly

Emily K. Eggly

Client Service Manager,

Financial Planning Specialist

Personal Intro

Sylvia Frattallone & Jeremy Moore Support Staff

Since 2012, I have been involved in numerous areas of our practice; specializing in financial planning and managing client service needs.

Qualifications

  • Series 7 & 66 licensed
  • Life, Accident, & Health licensed
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Katie E. Hoxsie, FPQP®

Katie E. Hoxsie, FPQP®

Investment Operations Assistant,

Financial Paraplanner Qualified Professional™

Personal Intro

Sylvia Frattallone & Jeremy Moore Support Staff

Joining Ameriprise in 2004 has given me an array of experience in this industry. My current areas of focus are business processing and effecting client transactions.

Qualifications

  • Series 7 & 66 licensed
  • Life, Accident, & Health licensed
  • Financial Paraplanner Qualified Professional™

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Amy Gunhus, FPQP®

Amy Gunhus, FPQP®

Client Relationship Manager,

Financial Paraplanner Qualified Professional™

Personal Intro

Beckie Garvey & Leah Cooley Support Staff

Qualifications

  • Financial Paraplanner Qualified Professional™

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Jessie Austin

Jessie Austin

Client Relationship Director,

Operations Coordinator

Personal Intro

Beckie Garvey & Leah Cooley Support Staff

Jessie brings more than 35 years of experience in providing strategic leadership support and operational coordination across the legal, academic, federal court, nonprofit, and financial services industries.

Roles & Responsibilities

  • Lead client experience initiatives and enhance operational efficiency as the team continues to grow.
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Logan O. Smith

Logan O. Smith

Client Service Coordinator

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Shanna Shillington-Bylsma Support Staff

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Shelby Armock

Shelby Armock

Client Relationship Manager

Personal Intro

R. Jim Van Loo Support Staff

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