Antonelli Financial Advisors, LLC

Suzanne Antonelli is a CFP® professional with 14 years of industry experience. She has worked at Antonelli Financial Advisors since 2017 and previously spent six years at Sigma Investment Counselors. Antonelli Financial Advisors serves individual clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a modern portfolio theory approach, emphasizing globally diversified portfolios and discretionary management guided by written Investment Policy Statements.

Chelsei Latsch is a CFP® and holds a Series 65 license with six years of industry experience. She has been with Antonelli Financial Advisors, LLC since 2017 and previously worked at Comerica Bank and Texas Roadhouse. Antonelli Financial Advisors serves individual clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a modern portfolio theory-based investment approach, focusing on globally diversified portfolios and managing accounts primarily on a discretionary basis.

Melissa Fradenburg is a financial advisor at Antonelli Financial Advisors, LLC with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Stephens Consulting, LLC and Raymond James Financial Services. Antonelli Financial Advisors serves individual clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm follows modern portfolio theory and emphasizes globally diversified portfolios with a written Investment Policy Statement for each client, managing accounts primarily on a discretionary basis.