OUR TEAM

At Applied Financial Wisdom, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Christopher Ruspi

Certified Financial Plannerâ„¢

301-570-8006

christopher.ruspi@lpl.com

The most important business relationship you will likely ever have is the one you have with your financial planner. This is because no other professional will likely have as big an impact on whether you achieve your financial goals....

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Glenn Karney

Operations Manager

301-570-8006

glenn.karney@lpl.com

When you want service you want it quick, accurate, and friendly. On our team Glenn takes responsibility for 100% of the service requests. He has almost twenty years of experience providing client service. Some of the common service...

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Jenni Donovan Rios

Marketing Consultant

978-866-8494

jennid.marketing@gmail.com

Jenni leads the firm’s marketing and communications strategies for Applied Wealth Financial Widsom.After graduating from the University of New Hampshire in 2014, she took on a role in Boston at an advertising agency specializing...
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Karen Klassen

Client Relationship Manager

301-570-8006

karen.klassen@lpl.com

Maintaining clients' needs on a personal level is not just a goal, it is a driving force for Karen. She has been in the customer service arena virtually all her working life. She feels it is important to build relationships that...

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Tina Sullivan

Client Service Manager

301-570-8006

tina.sullivan11@lpl.com

Tina has been working with LPL in the financial services industry for five years. During this time she has assisted financial professionals with opening new accounts, interacting with clients, and completing any customer service tasks...
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