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

John Costello

CFP®
Financial Advisor

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

Client Service Team

Allison Bourne

Senior Client Service Associate

Susan Miller

Senior Client Service Associate

Jack Rohde

Portfolio Analyst

CJ Schur

Portfolio Analyst

Resources from our team

Topic
PDF
Well, this was one of the wildest trading weeks in stocks I can remember. When my friends outside of the industry start to text me non-stop about the market, there is definitely something up.
5/16/2025
PDF
After a whirlwind week that began with the announced ‘reciprocal tariffs’ on April 2nd, a Truth Social post on Wednesday announced the executive order that lowered tariffs for 75 countries, outside of China. President Trump declared many countries are coming to the table to offer concessions, lower tariff levels for US imports, and reducing non-trade barriers. He acknowledged that bond prices selling off along with Jamie Dimon, CEO of JPMorgan, speaking on a potential negative economic shock on Fox Business led to a change in the policy.
4/11/2025
PDF
Creating well-paying jobs in the US should be the goal of any policy maker. Protecting industries such as defense are critical for all nations. The problem is that using tariffs as a blunt tool to achieve these objectives may have unintended consequences.
4/3/2025

Team locations

Cleveland, OH
6685 Beta Drive, Ste. D, Cleveland, Ohio, 44143
Chesterfield, MO
14567 N. Outer Forty Road, Ste. 300, Chesterfield, Missouri, 63017
Hartford, CT
185 Asylum Street, 25th Floor, Hartford, Connecticut, 06103