Root, Borajkiewicz, Lucarelli Wealth Advisors

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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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

Christopher Maciejak

Associate Financial Advisor

Visit Christopher Maciejak's website


Team

Christopher Suggs

Christopher Suggs

Client Service Manager

Jennifer Myers

Jennifer Myers

Client Service Manager

Kyle Casagrande

Kyle Casagrande

Financial Planning Assistant

Melissa D'Angelo

Melissa D'Angelo

Administrative Assistant

Rita D'Amico

Paraplanner

Christina Lake

Investment Manager

Regina Archazki

Office Manager

Patricia Roller

Client Service Coordinator