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
Nancy Rick
Senior Advisor
Full Bio
Phil Corso
Senior Advisor
Full Bio
Ryan Kellinger
Advisor
Full Bio
Amy Frix
Director of Operations
Full Bio
Kyle Morrissey
Financial Planning Associate
Full Bio
Ryan “Sully” Sullivan
Financial Planning Associate
Full Bio
Grayson Hurley
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.