Shena Q. Bartlett, AAMS®
Private Wealth Advisor
Shena Bartlett is a Managing Partner and Financial Planner, whose primary areas of focus are retirement and investment planning. For over a decade, Shena has been helping clients towards achieving financial independence. She seeks...
Jeff Lukowiak
Private Wealth Advisor
Jeff Lukowiak is Managing Partner and a Financial Planner at Wealth by Design PNW. Jeff’s primary areas of responsibility are defining the client experience as well as proactively implementing planning strategies that help...
Mindy Randall
Investment Support Specialist
Since 2004, Mindy has held various responsibilities all centered around making sure our clients have a personalized first-class experience...
East Coast
Craig C. Bartlett, CFP®, CRPC®, CBEC®
Managing Partner & Financial Planner
Nicholas Petriello, CFA, CRPC®
Managing Partner & Director of Investment Planning
Jason D. Brito, CFP®, CRPC®
Managing Partner & Financial Planner
Michael R. Jason, MBA, CRPC®
Investment Specialist & Financial Planner
Bryan P. Murray, CFP®
Risk Management Specialist & Financial Planner
Paul H. Lee, CFP® CPWA® CTEP®
Financial Planning Manager
Emilie Hess
Financial Planning Manger
Cheryl Flores
Executive Assistant & Insurance Service Specialist
Kacey Lyzell
Insurance Support Specialist
Nicole Mial
Investment Support Specialist
Jo Ann Boyle
Group Benefits & Medicare Specialist
Cathy Barry
Group Benefits & Medicare Specialist
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.