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
When making an investment, the key to a sound decision lies in the questions we ask. It’s pretty straightforward: the quality of our inquiries determines the caliber of our investment choices.
5/23/2024
PDF
I grew up playing soccer. Even to this day, I can still hear my coach shouting, “Easy ball! Easy ball!” I will never forget that, especially since it sounded even better coming from a former Zambian National player with an awesome accent.
10/17/2023

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