Our advisors

Shannon Lutze

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Shannon Lutze

James Magliocco

CFP®

Associate Financial Advisor

Learn more about James Magliocco


Our team

Terri Mackey

Terri Mackey

Client Service Coordinator,

Office Manager

Roles & Responsibilities

  • Greet clients and schedules meetings
  • Communicates with clients prior to meetings
  • Responds to client requests and needs
  • On-boards clients digitally
  • Manages Shannon's calendar and email
View more
Teresa Cluka

Teresa Cluka

Client Concierge,

Event Planner

Roles & Responsibilities

  • Plans, coordinates and oversees client events
  • Manages Practice social media
  • Maintains client records and compliance
  • Assists on meeting preparation
  • Produces marketing content for Practice
View more
Carly Sciano

Carly Sciano

Client Service Specialist

Roles & Responsibilities

  • Facilitates client transaction requests
  • Collect and analyze data for financial analyses and reviews
  • Assist advisors in preparing preliminary financial plans
  • Resolve client service issues
View more