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

Jonathan Root

CRPC, CDFA®

Private Wealth Advisor

Franchise Owner
Learn more about Jonathan Root Visit Jonathan Root's website

Christopher Borajkiewicz

CFP®, BFA, ChFC®, CRPC, CLTC®

Private Wealth Advisor

Franchise Owner
Learn more about Christopher Borajkiewicz Visit Christopher Borajkiewicz's website

Robert J Lucarelli

CFP®

Private Wealth Advisor

Managing Director of Root, Borajkiewicz, Lucarelli Wealth Advisors
Learn more about Robert J Lucarelli Visit Robert J Lucarelli's website

Jeff Jolly

CFP®, AAMS, CRPC

Private Wealth Advisor

Senior Vice President of Root, Borajkiewicz, Lucarelli Wealth Advisors
Learn more about Jeff Jolly Visit Jeff Jolly's website

Christopher Maciejak

Associate Financial Advisor

Learn more about Christopher Maciejak Visit Christopher Maciejak's website

Eric Moreira

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Eric Moreira Visit Eric Moreira's website

Jennifer Heims

Financial Advisor

Senior Vice President of Root, Borajkiewicz, Lucarelli Wealth Advisors
Learn more about Jennifer Heims Visit Jennifer Heims's website

Kyle Casagrande

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kyle Casagrande Visit Kyle Casagrande's website

Nicole Bowler Pecknold

MBA, CFP®, CDFA®

Financial Advisor

Senior Vice President of Root, Borajkiewicz, Lucarelli Wealth Advisors
Learn more about Nicole Bowler Pecknold Visit Nicole Bowler Pecknold's website


Our team

Christopher Suggs

Christopher Suggs

Client Service Manager

Jennifer Myers

Jennifer Myers

Client Service Manager

Christina Lake

Investment Manager

Regina Archazki

Office Manager

Patricia Roller

Client Service Coordinator

Cheyenne Inturri

Cheyenne Inturri

Executive Assistant

Saul David

Saul David

Event Planner