Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Root, Borajkiewicz, Lucarelli Wealth Advisors
Team photo for Root, Borajkiewicz, Lucarelli Wealth Advisors

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Our advisors

Advisor photo for Jonathan Root

Jonathan Root

BFA, CRPC, CDFA®, CEPA®

Private Wealth Advisor

Franchise Owner
Learn more about Jonathan Root Visit Jonathan Root's website
Advisor photo for Christopher Borajkiewicz

Christopher Borajkiewicz

CFP®, BFA, ChFC®, CRPC, CLTC®

Private Wealth Advisor

Franchise Owner
Learn more about Christopher Borajkiewicz Visit Christopher Borajkiewicz's website
Advisor photo for Robert J Lucarelli

Robert J Lucarelli

CFP®

Private Wealth Advisor

Managing Director of Root, Borajkiewicz, Lucarelli Wealth Advisors
Learn more about Robert J Lucarelli Visit Robert J Lucarelli's website
Advisor photo for Jeff Jolly

Jeff Jolly

CFP®, BFA, AAMS®, CRPC

Private Wealth Advisor

Senior Vice President of Root, Borajkiewicz, Lucarelli Wealth Advisors
Learn more about Jeff Jolly Visit Jeff Jolly's website
Advisor photo for Christopher Maciejak

Christopher Maciejak

Associate Financial Advisor

Learn more about Christopher Maciejak Visit Christopher Maciejak's website
Advisor photo for Jennifer Heims

Jennifer Heims

Financial Advisor

Senior Vice President of Root, Borajkiewicz, Lucarelli Wealth Advisors
Learn more about Jennifer Heims Visit Jennifer Heims's website
Advisor photo for Kyle Casagrande

Kyle Casagrande

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Kyle Casagrande Visit Kyle Casagrande's website
Advisor photo for Nicole Bowler Pecknold

Nicole Bowler Pecknold

MBA, CFP®

Financial Advisor

Senior Vice President of Root, Borajkiewicz, Lucarelli Wealth Advisors
Learn more about Nicole Bowler Pecknold Visit Nicole Bowler Pecknold's website


Our team

Christopher Suggs

Christopher Suggs

Client Service Manager

Jennifer Bunker

Jennifer Bunker

Client Service Manager

Christina Lake

Investment Manager

Regina Archazki

Office Manager

Patricia Roller

Patricia Roller

Client Service Coordinator

Cheyenne Inturri

Cheyenne Inturri

Executive Assistant

Saul David

Saul David

Event Planner

Sandra Cassidy

Sandra Cassidy

Client Service Specialist

Qualifications

  • With the firm since 1997

  • Quinnipiac University, BS in Organizational Leadership

Roles & Responsibilities

  • Client Service
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Kulbhushan Mishra

Kulbhushan Mishra

Client Service Specialist