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

Rocco Manochio

CFP®, APMA, ChFC®, CRC®, CLTC®, CLU®, BFA, MBA

Private Wealth Advisor

Managing Director of RM Financial Management
Learn more about Rocco Manochio Visit Rocco Manochio's website

Greg Colucci

CFP®

Financial Advisor

Associate Vice President of RM Financial Management
Learn more about Greg Colucci Visit Greg Colucci's website

Lawrence Van Ollefen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Lawrence Van Ollefen Visit Lawrence Van Ollefen's website

Rich Schad

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Rich Schad Visit Rich Schad's website


Our team

Lisa Goble

Lisa Goble

Client Service Manager,

Associate Vice President of RM Financial Management
Ashley Falduto

Ashley Falduto

Client Service Specialist

Jennifer Manochio

Jennifer Manochio

Marketing Manager