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Your Goals, Our Strategies

Why be treated like just a number? At JCL Financial Group, we take the time to implement custom solutions for all of your unique financial needs.

  • Investments

    Smart investing shouldn’t be overly complex, expensive, or confusing. Our focus is on creating an investment plan that matches up with a client's risk tolerance and goals. We emphasize long-term, cost-effective strategies using ETFs and Mutual Funds, and provide guidance on more sophisticated investments such as REITs and SMAs.

  • Retirement

    You have worked hard to accumulate assets and now the priority must shift to manage your money in a way that provides income for years to come. With our expertise and guidance, you can focus more on the things that matter to you.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. We utilize our decades of experience to create wealth transfer strategies which aim to minimize estate and gift tax liability. The goal of these strategies is to provide for you beneficiaries, not the government, for years to come.

  • Insurance

    Proper Insurance or risk management strategies protect your family from unexpected misfortunes and products like annuities can provide a monthly income in retirement. Our experienced and knowledgeable team will help you choose the right strategies to prepare for these events.

Get to Know Our Team

Approachable, ethical professionals who have decades of combined experience to guide you through life’s financial challenges.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

About Us

As a small, privately-owned firm, we realize that every person has unique financial challenges throughout their life. No individual is the same and we take pride in making complex subjects easy to understand as well as implementing them in a custom financial plan. These strategies will be applied to financial goals in all relevant areas including retirement preparation, college funding, risk management, and estate planning integration.

Our team has over three decades of combined experience in the financial services industry. We have guided our clients through volatile markets and recessions by staying the course and avoiding irrational decisions. Our diverse backgrounds and approach will make achieving your financial goals easier than you might have imagined. Regardless of where you are in life, we are ready to help you reach the next level!


Schedule a free, no pressure consultation to see how we can help you manage your assets, fund major purchases, or preserve your wealth for years to come!


Connect With Us
Andrew Kitchings

Andrew Kitchings, CAIA, ERP

Portfolio Manager, Investment Management and Research

Anna Hays

Anna Hays, JD, LLM

Advanced Planning Consultant

Anuradha Gaggar

Anuradha Gaggar, CFA®

Senior Research Analyst, Equity

Brad McMillan

Brad McMillan, CFA®, CAIA, MAI

Managing Principal and Chief Investment Officer

Brian Price

Brian Price, CFA®

Senior Vice President, Investment Management and Research

Brian McCormick

Brian McCormick, CIMA®

Manager, Investment Management and Research

Chad LaFauci

Chad LaFauci, CFA®, CAIA

Director, Real Asset Investment

Chris Fasciano

Chris Fasciano

Portfolio Manager, Investment Management and Research

Chris Stuart

Chris Stuart, CFA®

Senior Research Analyst, Equity

David Haughton

David Haughton, JD

Advanced Planning Consultant

Eduardo Ciuffo

Eduardo Ciuffo, CFA®

Research Analyst, Real Assets

Fred DeBaets

Fred DeBaets

Portfolio Manager, Investment Management and Research

Heather Zack

Heather Zack, JD

Advanced Planning Consultant

Jim McAllister

Jim McAllister, CFA®

Director, Equity Research

Maureen Baxter

Maureen Baxter, MBA, CLU®, ChFC®

Advanced Planning Consultant

Mike Baum

Mike Baum, CFP®

Advanced Planning Consultant

Nathan Parker

Nathan Parker, CFA®, CAIA

Senior Research Analyst, Real Assets

Nicholas Follett

Nicholas Follett

Senior Research Analyst, Fixed Income

Peter Essele

Peter Essele, CFA®, CAIA, CFP®

Director, Investment Management and Research

Peter Roberto

Peter Roberto

Research Associate, Equity

Rob Swanke

Rob Swanke, CFA®, CAIA

Research Analyst, Fixed Income

Robert Kane

Robert Kane, CAIA

Senior Research Analyst, Alternatives

Sam Millette

Sam Millette

Research Analyst, Fixed Income

Thomas Ryan

Thomas Ryan

Research Analyst, Equity

Tom Scarlata

Tom Scarlata

Research Associate, Investment Management and Research

What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.
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Paying Off a Credit Card

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.
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Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.



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