The Team
Through Halliday Financial, Life Stages Financial Group is proud to serve clients through a dedicated team of talented and experienced professionals. Depending upon our clients' needs, we may draw upon the talents of a group of outstanding people including:
Sianna Clute- Receptionist, Business Processing;
Chris Truncellito- Director of Advisor Technology;
Kourtney Van Patten- Office Manager;
Jessica Preville - Registered Principal/Compliance;
College Intern- Marketing Research Assistant;
College Intern- Investment Research Assistant;
Frank Finch- Principal of Life Stages Financial Group; Vice President for Financial 21st Century Financial Literacy and Registered Representative of Halliday Financial.