About Us: The Team

 

The Team

Joe Figliomeni

Doug Wagner

Joanne Prince

Courtney Beach

Lisa Neeb

Mark Echlin

Todd Elson

Jennifer Weiler

 
 

Joe Figliomeni »

CERTIFIED FINANCIAL PLANNER®

   

Doug Wagner »

Associate Financial Advisor

 

Joanne Prince »

Licensed Assistant

   

Courtney Beach »

Licensed Assistant

 

Lisa Neeb »

Office Assistant

   

Mark Echlin »

Insurance Consultant

 

Todd Elson »

Group Insurance Consultant

   

Jennifer Weiler »

Independent Mortgage Agent

 

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered. HollisWealth is a trade name of HollisWealth Advisory Services Inc. and HollisWealth Insurance Agency Ltd. Mutual Fund products provided by HollisWealth are provided through HollisWealth Advisory Services Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd.

 

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