A team approach
Our people collaborate to deliver highly personalized service to you.
CFP®
Wealth Advisor
Wealth Advisor
CFP®, CFA, MBA
Partner and Wealth Advisor
Partner and Wealth Advisor
CFP®, MBA
Partner and Wealth Advisor
Partner and Wealth Advisor
Client Relationship Specialist
CFP®
Associate Wealth Advisor
Associate Wealth Advisor
Kathleen Rabiecki
Client Relationship Specialist
LinkedInKathleen began working in the financial industry in 1981. As a Client Relationship Specialist, 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. Kathleen is a graduate of Georgian Court University.