As a woman owned and operated firm, we can offer our clients a uniquely female perspective on their financial lives. With over 75 years combined experience in financial services, we also have the expertise to customize a plan that meets your personal and financial goals.
Jeanie Schwarz, MBA, CFP®
Jeanie Schwarz has over 22 years of experience helping clients with their personal finances.
Laurie Fried, MBA, CFP®, MAFF, CDFA
Laurie Fried brings a wealth of technical knowledge in personal and corporate finance to the LuminaFi team.
Colette Kolanko, CFP®, CPA/PFS
Colette incorporates 20+ years of knowledge and experience from the accounting and finance industry with her passion for helping people successfully navigate the course of their financial future.
Ronny Bruning-Miles Business Operations
Ronny joined the Lumina team after 25 years in the Retail Industry. He brings to us his attention to detail and customer service skills, and as Lumina’s Business Operations Manager ensures our daily office activities run smoothly.