Aurum Hartford-St. Louis Team

6685 Beta Drive, Ste. D

Cleveland

,

OH

44143

About the Aurum Hartford-St. Louis Team

Our team is committed to empowering you to achieve your long-term financial aspirations. With extensive experience navigating diverse market cycles, we bring a seasoned perspective to wealth management. Our core strengths lie in crafting comprehensive financial plans tailored to each client's unique goals, implementing sophisticated tax strategies to optimize outcomes, and adhering to a disciplined, research-driven investment process. We prioritize a thorough understanding of our clients' needs and objectives, fostering enduring partnerships built on trust and transparency. By integrating these key pillars, we strive to provide clarity and confidence, guiding our clients toward lasting financial success and the realization of their most important life goals.

Advisory Team

Michael McKeown

CFA®, CPA
Senior Vice President, Financial Advisor & Market Strategist | Aurum Group

Tom Filomeno

CPA
Senior Vice President, Financial Advisor

Lori Porcelli-Plescia

CFP®, CPA, CPFA®
Senior Vice President, Financial Advisor

Patricia E. Small

CPA, PFS
Senior Vice President, Financial Advisor

Jonathan Miller

Vice President, Financial Advisor

Client Service Team

Allison Bourne

Senior Client Service Associate

Susan Miller

Senior Client Service Associate

Jack Rohde

Portfolio Analyst

CJ Schur

Portfolio Analyst

Aurum Quarterly Market Update

Resources from our team

Topic