Our Team

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Jeffrey Manzella, CFP®, AIF®

President

Jeff W. Mashini, CFP®, ChFC®, EA

Sr. Vice President of Financial Planning
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Jerad LaParl

Investment Advisor Representative
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Jenna Miodonski

Operations Associate
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Kristina Meldrum

New Business Processor
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Brenda Roths

Client Liason
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Ali Sobh

Financial Planning Team
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Lorenzo Evangelista

Financial Planning Team

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Securities and Investment Advisory Services offered through Osaic Wealth, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. Branch: (586) 698-5228. This communication is strictly intended for individuals residing in the states of CT FL IL MI TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.