Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Small Business

Awards & recognition

  • Root, Borajkiewicz, Lucarelli Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Christopher Borajkiewicz, Forbes Best-in-State Wealth Advisors, 2019-2023
  • Christopher Borajkiewicz, Ameriprise Circle of Success, 2007, 2009-2023
  • Jeff Jolly, Forbes Top Next-Generation Wealth Advisors, 2019, 2022
  • Christopher Borajkiewicz, Ameriprise Chairman's Advisory Council, 2006
  • Christopher Borajkiewicz, Ameriprise Circle of Success Diamond Ring, 2019
  • Christopher Borajkiewicz, Five Star Wealth Manager, 2012-2023
  • Jeff Jolly, Five Star Wealth Manager, 2012-2015