Root, Borajkiewicz, Lucarelli Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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

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Advisors

Jonathan Root

CRPC, CDFA®

Private Wealth Advisor

Franchise Owner
Visit Jonathan Root's website

Christopher Borajkiewicz

CFP®, BFA, ChFC®, CRPC, CLTC®

Private Wealth Advisor

Franchise Owner
Visit Christopher Borajkiewicz's website

Robert J Lucarelli

CFP®

Private Wealth Advisor

Managing Director of Root, Borajkiewicz, Lucarelli Wealth Advisors
Visit Robert J Lucarelli's website

Jeff Jolly

CFP®, BFA, AAMS, CRPC

Private Wealth Advisor

Senior Vice President of Root, Borajkiewicz, Lucarelli Wealth Advisors
Visit Jeff Jolly's website

Nicole Bowler Pecknold

MBA, CFP®, CDFA®

Financial Advisor

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


Team

Christopher Suggs

Christopher Suggs

Client Service Manager

Jennifer Myers

Jennifer Myers

Client Service Coordinator

Kyle Casagrande

Kyle Casagrande

Financial Planning Analyst

Christina Lake

Investment Manager

Regina Archazki

Office Manager

Patricia Roller

Administrative Assistant