Our Associates

 
  • Joseph P. Lucia, RFC

    Joseph P. Lucia, RFC

    President, Financial Planner, & Wealth Manager

  • Satish Mehta, CFM

    Satish Mehta, CFM

    Wealth Manager

  • Jianisse Moeslinger

    Client Service Manager

  • Joan Pascocello

    Client Service Specialist

  • Rita Sloan

    Rita Sloan

    Compliance Consultant

  • John Sloan

    John Sloan

    Financial Planner/Social Security Specialist