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.



Our advisors

Joseph P Lombardi

MBA, CFP®, ChFC®, CRPC, APMA

Private Wealth Advisor

President of Lombardi and Associates
Learn more about Joseph P Lombardi Visit Joseph P Lombardi's website

Michael Batas

CRPC

Financial Advisor

Learn more about Michael Batas Visit Michael Batas's website


Our team

Alison F. Parker

Alison F. Parker

Client Service Specialist

Ellen Pocost

Ellen Pocost

Marketing Manager