Team
Christopher Frazzetta, CFP®
Financial Planner
(574) 268-4259
Chris is a CERTIFIED FINANCIAL PLANNERTM. He has also earned an MBA in Financial Planning and an advanced certification in Long Term Care. He has a particular interest in comprehensive retirement planning, and firmly believes that...
Lisa Frazzetta-Manning
Operations Manager
(574) 268-4259
Lisa manages our insurance division. She has developed a true passion for healthcare and has become a professional in this complex, ever changing industry. She handles Medicare supplement and Advantage plans as well as under 65...
Read more