Our Team

Gary provides comprehensive investment planning, if we develop a successful working relationship, I can work with you to help achieve your goals.

Gary has helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific need since 1988. With extensive experience throughout major shifts in the markets, Gary has dedicated his career to delivering personalized portfolio management & the investment planning services his clients deserve.

Gary seeks to provide valuable guidance on the complex aspects of wealth management through coordination with his clients' tax and estate professionals. He believes that his clients deserve an informed, educated and attentive financial advisor who provides timely, consistent and transparent services.

Gary holds a Bachelor's degree from Marywood University in Dunmore PA, he also earned the

•ACCREDITED ASSET MANAGEMENT SPECIALIST™
•CHARTERED RETIREMENT PLANNING COUNSELOR™
•ACCREDITED WEALTH MANAGEMENT ADVISOR™
•ACCREDITED DOMESTIC PARTNERSHIP ADVISOR™ designations from the College for Financial Planning.
•Certified Divorce Financial Analyst ™ designation from Institute for Divorce Financial Analysts

Gary is very active in the local community and serves on many nonprofit boards and committees. Gary and his wife Lorrie are also busy raising their three children.

^{THE USE OF THE CDFA™ DESIGNATION DOES NOT PERMIT WELLS FARGO ADVISORS OR ITS FINANCIAL ADVISORS TO PROVIDE LEGAL ADVICE, NOR IS IT MEANT TO IMPLY THAT THE FIRM OR ITS ASSOCIATES ARE ACTING AS EXPERTS IN THIS FIELD.}

Vice President-Client Solutions

Ray has been in the financial services industry for nearly 20 years. He is passionate about helping to provide clients with the highest level of support and is committed to keeping current on innovative techniques and approaches.

Ray is originally from Deerfield, Illinois and has been a full-time resident of Collier County since 1995. He obtained his Bachelor's degree from the University of Wisconsin-Stout.

Ray helped to develop and coordinate the Naples Patriotic Moment, a program designed to honor military veterans from across all branches of service.

In his leisure time, Ray enjoys exercising, spending time outdoors fishing, golfing, hiking, and boating. Ray and his wife Nicole have four beautiful children ranging from 17 to 29.

Director of Operations

Jenny grew up in New York City, where she studied Mathematics and Accounting. Prior to joining our team, Jenny worked in higher education administration assisting the Vice President of Enrollment Management. This position provided Jenny with a multitude of experience in organizing and running the day-to-day operations of an office. Jenny’s experience provides her with the knowledge and background to provide our clients with exceptional service.

Jenny serves as a focal point of contact for our clients and plays an integral role in the day-to-day operations and administrative functions of our practice. She is responsible for making sure the unique needs of the families we work with are met in a timely manner.

Jenny currently lives in Naples and has two children, ages 21 & 23.

Business Development Associate

Ray has been in the financial services industry since 1981. Before joining Crisci Private Wealth Management associated with Wells Fargo Advisors Financial Network, Ray was a First Vice President of Investments and PIA Portfolio Manager at Merrill Lynch.

Ray has a strong background in retirement plan services as well as wealth management. Ray works as a conduit between clients and specialists to help ensure the proper implementation of investment plans.

In Ray's spare time he and his wife Anne like to golf, travel and spend time with their family especially their five grandchildren.

Lorrie is responsible for supporting the continued efficiency of Crisci Private Wealth Management's operations.

Lorrie holds a Bachelor's degree from Misericordia University in Dallas, PA.

When Lorrie is not at the office she enjoys spending time with Gary and their three children, Tyler, Alex and Lauren.