Our advisors

Advisor photo for James P Lombardo

James P Lombardo

CRPC

Private Wealth Advisor

Managing Director
Learn more about James P Lombardo Visit James P Lombardo's website
Advisor photo for Lucas Vignari

Lucas Vignari

CFP®, APMA

Registered Practice Associate

Learn more about Lucas Vignari Visit Lucas Vignari's website
Advisor photo for Karen A Klenk

Karen A Klenk

BFA

Branch Manager

Financial Advisor
Learn more about Karen A Klenk Visit Karen A Klenk's website


Our team

John Kelly

John Kelly

Lead Registered Client Service Associate

Qualifications

  • B.S. Business Administration, Iona College
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