Directory (auto page) Do not delete

Bethany is the Client Service Manager for John J. Lewis and Thomas E. Raguse. She is responsible for interacting with clients, managing John and Tom’s calendars, developing client presentations, and processing client...

Chris enjoys working with entrepreneurs, executives and professionals helping them to build and maintain their wealth and minimize their taxes. Chris works with many business owners to establish and manage their 401(K) and...

John is an Investment Advisor Representative with a practice focused on portfolio management and financial life planning for individuals and corporations. He has developed a proprietary method of portfolio management with a...

Rob’s vocation is helping clients gain clarity of their financial situation and align their portfolio with their goals and values. This is done through comprehensive, integrated financial planning and investment...

Sol works closely with Chris Kelly, CFP® and our clients to assist in developing a personal financial plan for each client household. Her goal is to evolve the financial planning process into a personable experience centered on...

Specialty:Tom specializes in the development of individual financial plans, investment portfolio management and transition planning. This includes assisting clients in evaluating the qualitative aspects of their life goals and...