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…

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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.…

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Our Team

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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…

Meet Cindy
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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…

Meet Tom
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Janice M. Otis

Employee Benefits Assistance

I joined LFS in 2008 after being employed in retail management and office administration for over 15 years…

Meet Janice