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 leads the firm’s Wealth Management Practice and Operations. She has more than 20 years of fiduciary advisory experience.
Laurie Fried, MBA, CFP®, MAFF, CDFA®
Principal
laurie@LuminaFi.com
Laurie Fried leads the marketing and business development efforts for Lumina Financial Consultants. She brings decades of knowledge in institutional and corporate finance to the Lumina team. View More…
Melissa Taro, CFP®
Financial Advisor
melissa@LuminaFi.com
Melissa has joined Lumina Financial Consultants as a Financial Planner with over 12 years of personal financial planning experience. 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…
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…
Sarah Christensen
Client Service Associate
Sarah@LuminaFi.com
Sarah joined Lumina Financial Consultants in 2022 as a Client Service Associate. She works closely with the Lumina team and their clients to assist with account management and services. View More…
Are You Ready To Enjoy Financial Confidence?
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.