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Jim started his career in finance over 30 years ago and has received numerous awards including Allianz’s A-List designation, the Cole Award for Exceptional Customer Service, Sammons Securities Company’s Circle of Excellence...

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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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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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