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MEET OUR TEAM

MEET OUR TEAM

Geoffrey J. Passehl WMCP®, ChFC®, CLU®, RICP®, CASL®

Private Wealth Advisor and Founder

Christopher Richard Stagliano RICP®, QPFC, WMCP®

Private Wealth Lead Advisor

Michael Politowicz

Director of Investments and Planning

Lori Passehl

Practice Manager

Karen J Basu CLU®

Director of Insurance Operations and Services

Jennifer Jean Reed

Paraplanner

Dawn Crowding

Investment Operations Associate