Mark Lamoriello

Background

About Mark Lamoriello

I skate to where the puck is going to be, not where it has been.” – Wayne Gretzky These words of wisdom apply well beyond the ice. Just as in hockey, reaching a financial goal successfully requires an informed anticipation of the associated risks and challenges. I have a passion for helping individuals and organizations achieve their financial goals by helping them first understand where they are, and then plan for where they want to be. My belief is that only after you understand someone's needs can you anticipate how the financial markets will impact their probability of success. No matter how rough the game, you have to play all 60 minutes. Volatile markets that test conviction are inevitable. However, committing to a well-crafted plan, which takes these risks into consideration, is the key to achieving financial goals.