Our Team

Sean Marcelino

Financial Planner

Sean Marcelino serves as a Financial Planner, working directly with clients to develop cohesive strategies to help meet their unique needs. Since he began his career in 1996 Sean has had a goal to serve clients in a manner that he would want to be served.

Debbie Frecks

Planner Assistant

Debbie’s responsibilities include new business submission, customer service for investment accounts and life insurance and administrative support.