Team
Robert Lembo CLU®
Financial Planner
Robert can help provide sophisticated, yet straight-forward financial guidance through a holistic financial approach.
Gerard A. Ransing CFP®
Financial Advisor
Fresh out of college 30 years ago, with his Economics degree in hand from the University of Delaware (89), Jerry began his career in the financial services industry. Jerry’s specialty is assisting individuals and families achieve...
Francesca Knight
Director of Operations
With a career change in 2015, Francesca started out in the financial services industry as a Personal Marketing Assistant to a team of financial advisors. She earned her bachelor’s degree from Simmons College in 2006 and holds a...