About Ravo
A More Coordinated Approach to Financial Guidance
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 M. Geary, CFP®, C(K)P®, AIF®
CERTIFIED FINANCIAL PLANNERĀ® professional
Eileen Madden
Financial Advisor
Michele Werley, QKA
Retirement Plan Service Specialist
Russell Lebo
Financial Support Analyst
Trish Scheiner
Customer Services Coordinator
Additional Resources
Ravo has access to the resources of
Lee, Nolan, and Koroghilan, LLC
Anthony Sambrato, CFP®, QKA®, CPFA®, NQPC™
Director of Financial Planning
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.