Our advisors

Marie Chiarucci

CFP®, CRPC, APMA

Private Wealth Advisor

President of Chiarucci, Flogge and Associates
Learn more about Marie Chiarucci Visit Marie Chiarucci's website

Yury Fridman

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Yury Fridman Visit Yury Fridman's website


Our team

Kathleen Podmore

Kathleen Podmore

Receptionist

Lisa Hein

Lisa Hein

Assistant

Cathleen Pegg

Cathleen Pegg

Client Service Manager