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

Paul Capuzziello

CFP®, CPWA®, CLTC®, CDFA®, APMA, CRPC

Private Wealth Advisor

Chief Executive Officer of Mariner Private Wealth Management
Learn more about Paul Capuzziello Visit Paul Capuzziello's website

Rebecca A Boisclair

Financial Advisor

Client Service Specialist
Learn more about Rebecca A Boisclair Visit Rebecca A Boisclair's website


Our team

Jonathan Bartlett

Jonathan Bartlett

Investment Specialist

Roles & Responsibilities

  • Investment Managment
  • Portfolio Construction
  • Wealth Preservation Strategies
View more
Lindsy Kelley

Lindsy Kelley

Administrative Assistant

Roles & Responsibilities

  • Client Reception
  • Appointment Scheduling
  • Client Meeting Preparation and Coordination
View more
Kaelyn Pannier

Kaelyn Pannier

Assistant

Roles & Responsibilities

  • Business Processing
  • Marketing Strategies
  • Social Media Management
View more