Our advisors

Shannon Lutze

Shannon Lutze

Private Wealth Advisor

Learn more about Shannon Lutze

Our team

James Magliocco, CFP<sup>®</sup>

James Magliocco, CFP®

Financial Planning Analyst

Natalie Buslee

Natalie Buslee

Client Service Specialist,

Office Manager
Teresa Cluka

Teresa Cluka

Client Concierge,

Event Planner