Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Director of Operations Julie E Kasprowicz

Julie E Kasprowicz

B.S.

Director of Operations

Photo of Kimberly Pacchioli

Kimberly Pacchioli

Photo of Investment Operations Associate Luke Pawelkiewicz

Luke Pawelkiewicz

Investment Operations Associate

An energetic professional with experience in a variety of industries. This has included brokerage and mutual fund operations, on-boarding and operational maintenance at a tech startup and consulting in server migration at a technology services company.

A passionate approach to every opportunity, whether in or outside of work, has provided the ability to be flexible and learn a multitude of processes, methodologies and systems.