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About Ravo
A More Coordinated Approach to Financial Guidance

AboutWe Do This Because It Matters

About
We Do This Because It Matters

At Ravo Financial Strategies, we believe financial decisions are too important to make in silos.

Whether you’re planning for retirement, managing investments, growing a business, overseeing a workplace retirement plan, or navigating complex financial decisions, every piece of your financial life should work together, not independently.

Our role is to help bring clarity, coordination, and structure to that process through thoughtful planning, disciplined wealth management, and a commitment to understanding each client's goals and priorities.

We combine comprehensive financial guidance with a hands-on, relationship-driven approach designed to help clients make informed decisions today while preparing for the future.

OUR PHILOSOPHY
The Principles That Guide Our Approach

Every recommendation, conversation, and strategy is grounded in a consistent set of values that shape how we serve our clients.

Coordinated
Planning

Planning, investments, protection, and retirement strategies aligned under one disciplined approach.

Client-Centered
Mindset

Guidance centered on accountability, transparency, and thoughtful decision making.

Sophisticated Yet Approachable

Strategic planning delivered in a way that feels clear, practical, and personal.

Hands-On
Service

Responsive communication, follow-through, and ongoing guidance clients can rely on.

Meet The Team
Meet the People Behind Ravo

Our team is committed to delivering the personalized attention, strategic guidance, and ongoing support our clients deserve.

JacQueline  Geary

JacQueline M. Geary, CFP®, C(K)P®, AIF®

CERTIFIED FINANCIAL PLANNERĀ® professional

Eileen Madden

Eileen Madden

Financial Advisor

Michele Werley

Michele Werley, QKA

Retirement Plan Service Specialist

Russell Lebo

Russell Lebo

Financial Support Analyst

Trish Scheiner

Trish Scheiner

Customer Services Coordinator

Additional Resources

Ravo has access to the resources of
Lee, Nolan, and Koroghilan, LLC

Anthony A. Mazza

Anthony A. Mazza, CLU

Advanced Sales & Life, Disability & Long Term Care Insurance Specialist

These individuals are not employees of Ravo Financial Strategies.

Get Started
Let Us Help You Take the First Step

You don't need to have all the answers — that's what we're here for. Reach out today and let's start a conversation about what's possible.

Schedule a Call