OUR TEAM
Mark A. Paganelli, CFP®
Co-Founder and Managing Partner
John A. Paganelli
Co-Founder
Daniel A. James, MBA
Partner and Financial Advisor
Charlie Paganelli
Financial Services Coordinator
Karen L. Shelly
Office Manager and Senior Client Liaison
Linda E. Cole
Senior Client Service Representative
Ann M. Knaak
Service Advisor
Charlie Paganelli
Financial Services Coordinator
Michael Restivo
Partner and Financial Advisor
