Our advisors

Robert Andreacchio

Robert Andreacchio

ChFC®

Private Wealth Advisor

Managing Partner of Laurel Oak Wealth Management Group
Learn more about Robert Andreacchio
Caroline Burke

Caroline Burke

Financial Advisor

Learn more about Caroline Burke
Nancy Findlay

Nancy Findlay

CFP®

Private Wealth Advisor

Learn more about Nancy Findlay
Matthew J Fitzgerald

Matthew J Fitzgerald

APMA®

Private Wealth Advisor

Managing Partner of Laurel Oak Wealth Management Group
Learn more about Matthew J Fitzgerald
Christopher J Heiser

Christopher J Heiser

CFP®

Private Wealth Advisor

Managing Partner of Laurel Oak Wealth Management Group
Learn more about Christopher J Heiser
Louis Laselva

Louis Laselva

CRPC®

Financial Advisor

Managing Partner of Laurel Oak Wealth Management Group
Learn more about Louis Laselva
Jo Ann Morgano

Jo Ann Morgano

MBA, CRPC®

Financial Advisor

Learn more about Jo Ann Morgano
Michael J Newman

Michael J Newman

CPA, CFP®

Financial Advisor

Learn more about Michael J Newman
Keith Radimer

Keith Radimer

CRPC®

Private Wealth Advisor

Managing Partner of Laurel Oak Wealth Management Group
Learn more about Keith Radimer
Greg Rosen

Greg Rosen

Financial Advisor

Chief Operating Officer of Laurel Oak Wealth Management Group
Learn more about Greg Rosen
Thomas H Fairchild

Thomas H Fairchild

CFP®, CIMA®, CPWA®, CTFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Thomas H Fairchild

Our team

Deborah Della Rosa

Deborah Della Rosa

Business Development Director

Personal Intro

BS, Gov't, University of Virginia

MBA, Marketing & Strategy, Emory University, Goizueta School of Business

Roles & Responsibilities

  • Seminars & Marketing Events
  • Website & Social Media
  • Public Relations & Communications
  • Advertising & Marketing
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Nicole Evringham

Nicole Evringham

Financial Planning Specialist

Kelly Gervasi

Kelly Gervasi

Client Service Coordinator

Colette Kopp

Colette Kopp

Client Concierge

Sharon Pressler

Sharon Pressler

Client Service Coordinator

Tracey Spirt

Tracey Spirt

Client Service Coordinator

Jamie Wills

Jamie Wills

Client Service Coordinator

Jeremy Wozunk

Jeremy Wozunk

Client Service Manager