A Team Of Caring Professionals At Your Side
Your success is our highest priority. As a female owned and operated firm, we give you a female perspective on your financial life, and the benefit of advisors who have walked in your shoes.
With over 75 years of combined experience, each team member brings a specific set of skills to the table; this way, we can provide you with comprehensive care that meets your every need.
Jeanie Schwarz, MBA, CFP®
Principal
jschwarz@LuminaFi.com
Jeanie Schwarz has over 22 years of experience helping clients with their personal finances. View More…
Laurie Fried, MBA, CFP®, MAFF, CDFA®
Principal
laurie@LuminaFi.com
Laurie Fried brings decades of knowledge in institutional and corporate finance to the Lumina team. View More…
Colette Kolanko, CFP®, CPA/PFS, CDFA®
Financial Advisor
colette@LuminaFi.com
Colette incorporates 20+ years of knowledge and experience from the accounting and finance industry. View More…
Hilary Tuohy, MBA, CDFA®
Financial Advisor
hilary@LuminaFi.com
Hilary brings decades of experience and knowledge in institutional and corporate finance to Lumina. View More…
Melissa Taro, CFP®
Financial Planner
melissa@LuminaFi.com
Melissa is an experienced financial planner who enjoys helping clients craft plans to achieve their goals . View More…
Amanda Petersen
Administrative Assistant
amanda@LuminaFi.com
Amanda is an experienced administrative support professional who enjoys helping organize financial records.
Are You Ready To Enjoy Financial Freedom?
When you take ownership of your finances, you experience life in a whole new way. Financial stability can boost your health and your happiness, and that improves every area of your life.
When you get in touch with Lumina, you will speak with one of our friendly team members, and then you get to choose if you continue. We’re here to help, and we look forward to meeting you.