Kathleen Rabiecki

A team approach

Our people collaborate to deliver highly personalized service to you.

Lesley Draper
Lesley Draper
CFP®, CTFA
Wealth Advisor
Brian Kazanchy
Brian Kazanchy
CFP®, CFA, MBA
Managing Partner and Wealth Advisor
Jane Newton
Jane Newton
CFP®, MBA
Managing Partner and Wealth Advisor
Barbara Parella
Barbara Parella
Customer Service Administrator
Megana Reddy
Megana Reddy
Client Service Administrator
Bryan Smalley
Bryan Smalley
CFP®
Wealth Advisor

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Kathleen began working in the financial industry in 1981. As a Client Service Administrator, Kathleen establishes new accounts and addresses the ongoing operational needs of her team’s clients. An active member of her community, Kathleen has organized groups for Habitat for Humanity home-building projects and volunteered her time and experience toward fundraising and strategic planning initiatives for St. Rose of Lima School, where her children are currently enrolled. Kathleen is a graduate of Georgian Court University.

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