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.



Our advisors

Robert Andreacchio

CFP®

Private Wealth Advisor

Managing Partner of Laurel Oak Wealth Management Group
Learn more about Robert Andreacchio

Caroline Burke

Financial Advisor

Learn more about Caroline Burke

Nancy Findlay

CFP®

Private Wealth Advisor

Learn more about Nancy Findlay

Matthew J Fitzgerald

CFP®, ChFC®, APMA

Private Wealth Advisor

Managing Partner of Laurel Oak Wealth Management Group
Learn more about Matthew J Fitzgerald

Christopher J Heiser

CFP®

Private Wealth Advisor

Managing Partner of Laurel Oak Wealth Management Group
Learn more about Christopher J Heiser

Gary Johnston

CFP®

Private Wealth Advisor

Learn more about Gary Johnston

Louis Laselva

CRPC

Private Wealth Advisor

Managing Partner of Laurel Oak Wealth Management Group
Learn more about Louis Laselva

JoAnn Morgano

MBA, BFA, CRPC

Financial Advisor

Learn more about JoAnn Morgano

Michael J Newman

CPA, CFP®

Financial Advisor

Learn more about Michael J Newman

Keith Radimer

CRPC

Private Wealth Advisor

Managing Partner of Laurel Oak Wealth Management Group
Learn more about Keith Radimer

Greg Rosen

Financial Advisor

Chief Operating Officer of Laurel Oak Wealth Management Group
Learn more about Greg Rosen

Sean Ryan

Financial Advisor

Learn more about Sean Ryan

Anne Holderried

CRPC

Private Wealth Advisor

Franchise Owner
Learn more about Anne Holderried

Bryan Dein

Financial Advisor

Learn more about Bryan Dein


Our team

Michael Findlay

Michael Findlay

Client Service Specialist,

Business Development Director
Kelly Gervasi

Kelly Gervasi

Client Relationship Manager

Jake Hanzel

Jake Hanzel

Investment Specialist,

Financial Planning Analyst
Colette Kopp

Colette Kopp

Client Concierge

Tracey Spirt

Tracey Spirt

Client Relationship Manager

Jamie Wills

Jamie Wills

Client Relationship Manager

Jennifer Relovsky

Jennifer Relovsky

Client Service Specialist,

Marketing Specialist
 Alexandria Fanelli

Alexandria Fanelli

Client Service Coordinator

Matthew Heiser

Matthew Heiser

Financial Planning Assistant