The Road to Financial Wellness
Your Compass
The first, and most important step on the road to financial wellness is the development of a plan that reflects your goals. The plan is your compass…
Your Journey
By helping to clarify goals through active listening and data gathering, we can collaborate on the steps needed to stay on that road to financial success.…
Our Team
Cindy Campbell
Administrative Assistant
I found Tom through a mutual friend who showed me an email he sent looking for an Administrative Assistant, who could look after him “like a mother.” I interviewed…
Tom Licciardello
Your Coach
I’m a runner. I’m a triathlete. I’m a skier. I’m an Obstacle Course Racer. Those passions have made me a passionate financial advisor. How? This is my journey…
Janice M. Otis
Employee Benefits Assistance
I joined LFS in 2008 after being employed in retail management and office administration for over 15 years…