Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Christopher J. Ozazewski, CFP®, CRPS®, CDFA®
Executive Vice President/Wealth Management, Financial Advisor
Elizabeth Plunkett, AWMA®
First Vice President/Wealth Management, Financial Advisor
Eric Decker, AAMS®, CLTC®
Vice President/Wealth Management, Financial Advisor
Ellie Bockstie, CFP®
Financial Advisor
Eliot Latchaw
Financial Advisor Trainee
Heather Jackman
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
December 07, 2024
Giving the Gift of an Education to Your Next Generation
Giving the gift of education is one of the most impactful ways to support a loved one’s future. A 529 savings plan, with its tax benefits and flexibility, offers a smart way to contribute to their success while creating lasting opportunities.
November 27, 2024
We are welcoming Eliot Latchaw to our team!!
With over 30 years of distinguished service in law enforcement culminating in the rank of Captain, Eliot Latchaw brings a wealth of leadership, strategic decision-making, and community focused experience to the financial services industry by joining our team. As a former law enforcement executive in one of the nation’s largest police agencies, Eliot has consistently demonstrated integrity, accountability, and a commitment to serving others. Qualities that now guide his approach to helping clients achieve their financial goals.
Recently earning a degree in Finance and retiring from law enforcement, Eliot has begun a second career and joined the Ozazewski/Decker/Plunkett Wealth Management Team at Janney Montgomery Scott LLC as a Financial Advisor Trainee. His unique combination of leadership experience and academic excellence enables him to provide a disciplined, solutions-oriented approach to financial planning. Eliot is committed to understanding each client’s unique needs and delivering tailored strategies that prioritize their long-term financial well-being.
Clients can trust Eliot to be a dependable partner in their financial journey. Eliot’s law enforcement career instilled in him a deep sense of responsibility, the ability to manage complex situations, and a steadfast dedication to protecting and serving. These traits translate seamlessly into his new focus as a financial advisor trainee, where he is devoted to safeguarding clients’ financial futures with that same level of care and commitment he has had his whole life.
Outside of work, Eliot is passionate about community involvement and mentoring others while enjoying time with his family and friends. Eliot believes in empowering individuals to make informed financial decisions and strives to build lasting, trusted relationships with every client he serves.
Office Information
Address:
Office hours:
8:30 A.M. to 5:00 P.M.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.