With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Jeffrey Raegen

MBA, CFP®, CRPC

Private Wealth Advisor

Franchise Owner
Learn more about Jeffrey Raegen Visit Jeffrey Raegen's website

Chad Parker

CFP®, BFA, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Chad Parker Visit Chad Parker's website

Lesley Lemessurier

CRPC

Associate Financial Advisor

Insurance Specialist
Learn more about Lesley Lemessurier Visit Lesley Lemessurier's website

Brett Jennings

CRPC, APMA

Associate Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Brett Jennings Visit Brett Jennings's website


Our team

Jocelyn Boneso

Jocelyn Boneso

Client Service Manager

Roles & Responsibilities

  • Client contact manager
  • Scheduling
  • Advisor support
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Armando Perez

Armando Perez

Paraplanner

Roles & Responsibilities

  • Client contact manager
  • Scheduling
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Sienna Severson

Sienna Severson

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Client Support
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Marisol Ortega

Marisol Ortega

Office Manager

Roles & Responsibilities

  • Office Management
  • Facilities Management
  • Staff Management
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Ziwen Lu

Ziwen Lu

Client Service Coordinator

Roles & Responsibilities

  • Advisor Support
  • Administrative Support
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Patrick Burke

Patrick Burke

Client Service Coordinator

Roles & Responsibilities

  • Advisor Support
  • Client Service Support
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Juliana Cardinale

Juliana Cardinale

Client Service Coordinator

Roles & Responsibilities

  • Advisor Support
  • Client Service Support
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