close

Team photo
Team photo

View Larger


Advisors

Jacob Fitzgerald

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jacob Fitzgerald's website

Shawn Rooney

CFP®

Financial Advisor

Visit Shawn Rooney's website


Team

Ann Ragnar

Ann Ragnar

Paraplanner,

Operations Manager

Qualifications

  • Series 7 licensed Series 63 and 65 licensed Life, Accident and Health Insurance licensed Long Term Care Insurance licensed

Roles & Responsibilities

  • Supports Practice Owner and Associate Financial Advisor
View more
Trisha Dray

Trisha Dray

Client Service Specialist

Qualifications

View more