Meet the Team

Steve Richardson
Principal and Senior Advisor
Full Bio

Timothy Shean
Principal and Chief Investment Officer
Full Bio

Joe Lamoglia
Principal and Senior Advisor
Full Bio

Amy Frix
Director of Operations
Full Bio

Ryan Kellinger
Associate Financial Planner
Full Bio

Kyle Morrissey
Financial Planning Services Associate
Full Bio

Ryan “Sully” Sullivan
Advisor Assistant
Full Bio

Steven, Timothy and Joe are all registered representatives and Investment Adviser Representatives of Commonwealth Financial Network®. Commonwealth is a member FINRA/SIPC, an independent broker/dealer with a national network of more than 1,600 financial professionals nationwide, which has been recognized ten times as Broker/Dealer of the Year by Investment Advisor magazine.*

*Commonwealth was named the top broker/dealer in its division in 1991, 1992, 1994, 1996, 1997, 1998, 1999, 2001, 2002, and 2005. This is based on financial advisors rating their own broker/dealers for service.