Meet the Team

A dedicated team in your corner.

Our team of dedicated professionals shares the common goal of providing you with the knowledge, sound judgment, and personalized service you need to confidently pursue your financial goals.

We look forward to helping you define your financial vision—and making it a reality.

Norman Juniewic

Financial Planner

Korey Juniewic

Financial Planning Analyst

Christy Wooldridge

Client Service Associate

Mary Liquori

Client Service Associate

This communication is strictly intended for individuals residing in the states of CA, CT, DE, FL, MA, NC, NH, NY, OH, RI, SC, TN, TX, VA, VT, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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Form CRS: Client Relationship Summary

Get to know us

A dedicated team in your corner.

Norman Juniewic

Korey Juniewic

Christy Wooldridge

Mary Liquori