The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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Conor Gum

Conor joined Serratelli Financial Group in 2016. He specializes in helping individuals and families protect their assets, save money, and address tax liabilities. Conor graduated Lehigh University with a degree in Finance. In his free...

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Rachel joined Serratelli Financial Group in 2006. Before joining SFG Rachel spent 10 years in the hospitality industry. As our Executive Assistant she plays a vital role in the day to day operations of our firm. Her commitment to...

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George began his career in finance in 2005 and joined the Serratelli Financial Group in 2007. He specializes in helping individuals, families, and business owners with accumulating and preserving wealth, legacy planning, and tax...

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