With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Jeffrey Raegen

Jeffrey Raegen

MBA, CFP®, CRPC

Private Wealth Advisor

Franchise Owner
Learn more about Jeffrey Raegen Visit Jeffrey Raegen's website
Advisor photo for Chad Parker

Chad Parker

CFP®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Chad Parker Visit Chad Parker's website
Advisor photo for Lesley Lemessurier

Lesley Lemessurier

CRPC

Associate Financial Advisor

Insurance Specialist
Learn more about Lesley Lemessurier Visit Lesley Lemessurier's website
Advisor photo for Brett Jennings

Brett Jennings

CRPC

Associate Financial Advisor

Learn more about Brett Jennings Visit Brett Jennings's website


Our team

Jocelyn Boneso

Jocelyn Boneso

Client Service Manager

Roles & Responsibilities

  • Client contact manager
  • Scheduling
  • Advisor support
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Armando Perez

Armando Perez

Paraplanner

Roles & Responsibilities

  • Client contact manager
  • Scheduling
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