Our advisors

Shannon Lutze

Shannon Lutze

CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Shannon Lutze

Our team

James Magliocco, CFP<sup>®</sup>

James Magliocco, CFP®

Financial Planning Analyst

Roles & Responsibilities

  • Financial Plan Analysis
  • Trades, money movement and account transfers
  • Client paperwork and account applications
  • Meeting preparation
  • Fulfills client requests
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Natalie Buslee

Natalie Buslee

Client Service Specialist,

Office Manager

Roles & Responsibilities

  • Communicates with clients prior to meetings
  • Responds to client requests and needs
  • On-boards clients digitally
  • Manages Shannon's calendar and email
  • Manages Practice financials and accounting
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Teresa Cluka

Teresa Cluka

Client Concierge,

Event Planner

Roles & Responsibilities

  • Welcomes clients and schedules meetings
  • Plans, coordinates and oversees client events
  • Manages Practice social media
  • Maintains client records and compliance
  • Assists on meeting preparation
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