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Jericho Office

500 North Broadway,

Suite 251
Jericho, NY 11753

Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Christopher Jones, Certified Financial Planner Practitioner™

Certified Financial Planner

516-719-0150

516-719-0153

cjones@fullspectrumfs.com

Christopher Jones, Certified Financial Planner Practitioner™, is responsible for the coordination of all client service activity and specializes in helping clients work towards their financial goals through practical and...

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Karissa O'Malley

Client Relations Manager

516-719-0150

516-719-0153

komalley@fullspectrumfs.com

Karissa is in charge of our Client Relations Department, our day to day business operations and back office processing. As Client Relationship Manager, Karissa is tasked with establishing, maintaining, and enhancing  relationships.

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Pat Lanotte, Certified Financial Planner Practitioner™

Senior Financial Planner/ Principal Owner, Branch Manager

516-719-0150

516-719-0153

planotte@fullspectrumfs.com

Pat Lanotte, Certified Financial Planner Practitioner™, is the senior financial planner and principal owner of his financial services practice. His practice is supported by a team of experienced financial planning professionals....

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Tyler Hartman

Paraplanner

516-719-0150

516-719-0153

thartman@fullspectrumfs.com

Tyler is responsible for the coordination of all client service activity and specializes in helping clients work towards their financial goals through practical and personalized financial plans. Tyler assists in the due diligence...

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