Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Robert Andreacchio

Robert Andreacchio

CFP®

Private Wealth Advisor

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

Caroline Burke

CRPC

Financial Advisor

Learn more about Caroline Burke
Advisor photo for Nancy Findlay

Nancy Findlay

CFP®

Private Wealth Advisor

Learn more about Nancy Findlay
Advisor photo for Matthew J Fitzgerald

Matthew J Fitzgerald

CFP®, ChFC®, APMA

Private Wealth Advisor

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

Christopher J Heiser

CFP®

Private Wealth Advisor

Managing Partner of Laurel Oak Wealth Management Group
Learn more about Christopher J Heiser
Advisor photo for Gary Johnston

Gary Johnston

CFP®

Private Wealth Advisor

Learn more about Gary Johnston
Advisor photo for Louis Laselva

Louis Laselva

CRPC

Private Wealth Advisor

Managing Partner of Laurel Oak Wealth Management Group
Learn more about Louis Laselva
Advisor photo for JoAnn Morgano

JoAnn Morgano

MBA, BFA, CRPC

Financial Advisor

Learn more about JoAnn Morgano
Advisor photo for Michael J Newman

Michael J Newman

CPA, CFP®

Financial Advisor

Learn more about Michael J Newman
Advisor photo for Keith Radimer

Keith Radimer

CRPC

Private Wealth Advisor

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

Greg Rosen

Financial Advisor

Chief Operating Officer of Laurel Oak Wealth Management Group
Learn more about Greg Rosen
Advisor photo for Sean Ryan

Sean Ryan

Financial Advisor

Learn more about Sean Ryan
Advisor photo for Bryan Dein

Bryan Dein

Financial Advisor

Learn more about Bryan Dein


Our team

Michael Findlay

Michael Findlay

Client Service Specialist,

Business Development Director
Kelly Gervasi

Kelly Gervasi

Client Relationship Manager

Jake Hanzel

Jake Hanzel

Investment Specialist,

Financial Planning Analyst
Colette Kopp

Colette Kopp

Client Concierge

Tracey Spirt

Tracey Spirt

Client Relationship Manager

Jamie Wills

Jamie Wills

Client Relationship Manager

Jennifer Relovsky

Jennifer Relovsky

Client Service Specialist,

Marketing Specialist