Meet our Client Relations Coordinator and Strategic Assistant: Kelly Tohm

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Kelly joined the firm in October, 2010 as the Director of First Impressions.  Kelly brings a wealth of knowledge and experience to the administrative aspect of office management.

She is an experienced legal secretary and has worked in California, Texas and Oklahoma. 

After taking several years off to be a stay-at-home mom, Kelly enjoys the flexibility her new position offers.  Her favorite part of her job is the interaction with clients and colleagues.


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Joe Strazzeri and Stephen Mancini teach at the Laureate Center: August Review

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Firm partners Joe Strazzeri and Steve Mancini spent 5 days in August serving as educators to a national educational program called the Laureate Center for Wealth Advisors.  The Laureate program is geared toward Wealth Advisors and professionals in the Wealth Strategies industry. 

The 5-day learning program in August was the 2nd of a 3 program session held throughout the year.  Joe and Steve are active educators in the Wealth Strategies industry and the Laureate program is a vehicle in which they are able to share, collaborate, and encourage other professionals in the industry.

The Laureate Center for Wealth Advisors August schedule is below:

August: 7:  Laureate Wealth Strategies RECAP session for new members

August 8:  Laureate Wealth Strategies Welcome Reception

August 9:  Laureate Wealth Strategies Day 1

August 10:   Laureate Wealth Strategies Day 2

August 11:  Laureate Wealth Strategies Day 3

For more information on the LCW visit: http://laureatecenter.com

Watch a video trailer on the first session held in May 2012



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