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MEET
THE TEAM

Meet The Team

We believe in a team approach to financial planning. Our team averages over 20 years of industry experience and includes multiple Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA®) and a Certified Trust and Fiduciary Advisor (CTFA®). Our dedicated team manages $1billion in assets for our clients using a comprehensive financial planning approach.

Sean Tesoro
Sean Tesoro
President, Investment Services
  
Erick Bourbon
Erick Bourbon
Financial Consultant
  
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James Claroni
Financial Consultant, CFP®
  
John Lander
John B. Lander
VP, Compliance Manager
  
John Laudemann
John Laudemann
Financial Consultant, CRPS®
  
Jeffrey Letendre
Financial Consultant, CFP™, ChFC
  
Alexander Moody
SVP, Wealth Management Private Banker
  
Reggie Peral
Financial Consultant
  
J.P. Pontbriand
J.P. Pontbriand
CFA®, Client Portfolio Manager
  
Kevin Sullivan
Financial Consultant
  
Brian Tuttle
VP, Wealth Consultant, AIF®
  

Check the background of investment professionals associated with this site on FINRA's BrokerCheck »


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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value



The Salem Five Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV.