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Featured CAS Team Member

Get to know our team!

Logan Curti – Florida Office

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Logan joined our CAS family in March 2016 as our New Business Development Coordinator at the Naples office.

 

Logan facilitates all of our CAS marketing communications, including the website, blog, weekly email blasts and social media pages. He is also in charge of coordinating client events, writing press releases and articles on various financial topics, and generating public relations and community outreach opportunities for our firm.

 

“CAS is truly a fantastic place to work – a friendly, hardworking culture filled with incredible people,” he said. “I find it very gratifying to know that my contributions play a key role in fulfilling our firm’s greater mission: guiding every client family towards the realization of their vision for the future.”

 

Logan was born and raised in the Minneapolis-St. Paul area, and earned his Bachelor’s degree in Public Relations and Advertising from North Dakota State University in Fargo, ND. After graduation, he briefly worked in Fargo as a promotional products sales consultant; then, in February 2016, he decided to ditch the tundra and move to the tropics!

 

In addition to writing and marketing, Logan is passionate about politics and news, and enjoys all forms of comedy. During his free time, Logan enjoys golfing, going for walks, playing tennis, spending time with family, and soaking up that Florida sun!

 

Logan, sister Alicia, parents Paul & Nancy

 

 

Logan Curti is not registered with FSC Securities Corporation or Ciccarelli Advisory Services, Inc.

Danielle Lynch – Florida Office

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Danielle officially joined our CAS family in May 2014 as an Operations Assistant in our Naples office.

 

That being said, Danni has been unofficially working at CAS for more than 12 years, as she has deep familial ties to our firm. As a teenager and young adult, she has assisted her grandmother (Kim Kantor, the co-founder of CAS) and mother (Susan Banta) with various administrative tasks.

 

In her current role, Danni collaborates with our strategic partners to handle account transactions. She takes care of transferring accounts, opening new accounts, depositing monies and distributions.

 

Her favorite part of working at our firm is “getting to learn new financial items and spending time with my work family.”

 

Danni was born in Warsaw, NY, but moved to Naples with her family when she was three years old. She currently lives with her fiancé Joe; they are set to get married in October 2018.

In addition, Danni has a full house of “fur babies” – her dog Grizzly; two cats, Dutchess and Thomas O’Malley; a ferret named Hopper; six snakes; and an aquarium of fish.

 

Prior to joining CAS as a full-time team member, Danni’s love for animals inspired her to work at veterinary clinics in Naples for eight years.

 

“I’m very good with animals and love caring for them very much,” Danni said. “I wouldn’t trade a single one of my fur babies for anything – they are like my kids!”

 

Outside of the office, she also works part-time as a server at Cypress Woods Golf and Country Club.

 

Danni’s favorite hobbies include baking goodies and channeling her creativity through scrapbooking and artsy projects. She loves spending time with her fiancé; her two nephews and niece, Jonathon, Justin and Savannah; and her best friend Crystal.

 

DANIELLE LYNCH IS NOT REGISTERED WITH FSC SECURITIES CORPORATION OR CICCARELLI ADVISORY SERVICES, INC.

Caroline Reeves-Hillyard – New York Office

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carrie3Carrie joined our CAS family in November 2006 as the Records Manager at our Rochester office.

 

She maintains our client records, preparing files for upcoming appointments and inputting trades; assists Geral, our COO, as needed; and processes supply orders.

 

“I’m very proud to tell people that I work for CAS,” Carrie said. “I enjoy being part of an organization that puts so much emphasis on the importance of family and planning for generations to come.”

 

Carrie was born and raised in the Rochester area, where she currently lives with her husband Audie and her step-son Jesse.

 

Outside of the office, Carrie enjoys cooking, watching movies, listening to music, and taking road trips with her family. She always looks forward to her family’s annual fishing trip in Canada.

 

“The cabin is in a remote location without access to electronics,” said Carrie. “We love to fish, read, play cards, and take in the beautiful scenery!”

 

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Neri Ciccarelli – Florida Office

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Neri joined the CAS team in September 1996 as a Client Services Associate for Paul Ciccarelli. In addition to providing top-notch service to Paul’s clients, she is in charge of representative licensing.

She also makes certain that our staff is well-nourished. Neri can often be found ordering lunch for the members of our CAS family.

“Our staff members are like part of our family and teach us all new lessons every day,” Neri said.

Originally from San Juan, Puerto Rico, Neri grew up in New York City and currently lives in Naples. Prior to joining CAS, she worked as a paralegal and continues to have a passion for law.

Neri has been married to Paul Ciccarelli for 16 years. She has two stepsons: Noah, who is a sous chef at Sea Salt Restaurant; and Jonah, who is an assistant client representative at Cloud9 Float and Spa.

Neri is involved in our Naples community, serving as secretary of the Greater Naples YMCA Endowment Board. She enjoys spending time with her friends, family and in-laws; experimenting with new ideas in the kitchen; experiencing the wide variety of restaurants in our Naples area; and listening to jazz.

Neri added that she “loves to live life simple and making everyone feel good.”

 

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Neri Ciccarelli is not registered with FSC Securities Corporation or Ciccarelli Advisory Services, Inc.

Jordan Ramsay – New York Office

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Jordan joined the CAS team in May 2012 as a Client Services Associate for Ray Ciccarelli and Samantha Webster. In addition, she handles incoming calls and emails on behalf of Ray.

Jordan said the people at CAS truly make our organization special.

“Our team is made up of people that I feel lucky to know professionally and personally,” Jordan said. “It’s an honor to learn the industry from my bosses, and a privilege to put my talents to work for an organization that truly puts our clients first.”

“It’s a joy to chat with clients on the phone, and even more of a pleasure to meet them in person,” she said, adding that witnessing our clients achieve their financial goals is a source of personal inspiration.

Prior to her career in financial services, Jordan worked as an interior designer. She still enjoys “flexing her creative muscles,” working on projects around her house and offering creative ideas for friends and family.

Jordan is the proud mother of a “very cool, super smart, fun, talented and creative 10-year-old boy” named Chase. She loves spending time with her son, and dedicates much of her time during the summer to his Little League games. Outside of baseball season, they enjoy other outdoor activities: camping, boating, playing catch, going for hikes and bike rides.

In addition, Jordan likes to spend time with her girlfriends and her very supportive family.

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Kelly Gonzales – Florida Office

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Kelly joined the CAS team in November 2015. She serves as our co-office coordinator at the Naples office, as well as an assistant to Anthony Curatolo.

Kelly’s mission as co-office coordinator is to make every person who comes through our doors feel special.

“I want each person to leave CAS knowing that we truly care about them and know what we are doing,” she said.

She added that her favorite part about working at our company is knowing that she can lend a helping hand to our team during times that might otherwise be difficult or overwhelming.

 

Kelly is blessed with a wonderful family. Her husband Ernie currently works for the Department of Defense at the Pentagon. She has four children – Nic, Cristin, Marina and JP – and one granddaughter. Her son Nic is married, and her daughter Cristin will be getting married later this year. Marina is a student at Ave Maria University, pursuing her Bachelor’s degree in math. Her youngest son, JP, is trying his hand at various jobs in the Washington, D.C. area.

Originally from Manassas, VA, Kelly now lives in Naples. Outside of work, Kelly loves volunteering at her church – and especially enjoys serving as a Stephen Minister at North Naples Church. She also enjoys kayaking, target shooting, and visiting with elderly homebound people.

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Kelly Gonzales is not registered with FSC Securities Corporation or Ciccarelli Advisory Services, Inc.

Mia Kellman – New York Office

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Mia

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Mia joined the CAS team in January 2010. She serves as our office coordinator at the Rochester office – greeting clients with a warm smile when they walk in the door; distributing mail and deliveries; helping Carrie to scan and organize client files; preparing monthly spreadsheets, beneficiary information, and other documents for upcoming client appointments; and ensuring that day-to-day operations run smoothly.

While Mia has a wide range of responsibilities, her favorite part of working at CAS is welcoming and interacting with our clients.

Mia lives in Greece, NY, with her husband Jim, who is a teacher; their two children, Alana and Zachary; and their cat Gracie. Mia said her kids are her world, and she is “so happy to have the privilege to be Mom to these two amazing kids!”

Outside of work, Mia loves spending time with her family – whether it’s baking, roasting marshmallows over the fire pit in their backyard, dining on Mexican food and chocolate, or just visiting on their patio. Mia and her family also like to travel. Their favorite vacation spots are Maine and Hilton Head Island, SC.Mia_Kids

In addition, Mia is a landscaping and home decorating enthusiast. She excels at planning parties, showers, and other social functions at her home.

“I love planning all the details that go into a great party,” Mia said. “And seeing people having a good time is priceless!”

Mia also likes to run. She ran two 5Ks last year, and participated in the Dirty Girl Mud Runs – a three-mile jaunt through pure mud, complete with obstacles and costumes!

 

Mia Kellman is not registered with FSC Securities Corporation or Ciccarelli Advisory Services, Inc.

Susan Banta – Florida Office

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D3C_3527r SusieBIMG_0186Susan (aka Susie) has worked in the Naples office for 19 years.  She is a registered Paraplanner on Kim Ciccarelli Kantor’s team.   She is also a member of the Ciccarelli family as Kim’s step daughter.  Susie started her financial services career at Painewebber but was quickly recruited by Kim during a lunch meeting back in 1997.

Susie is originally from Rochester, New York, but has lived in Naples since 1981.  She loves to spend time with her family, especially her three grown children:  Danielle (who also works in the Naples office), John and Nick.  She enjoys playing with her two dogs, Abby and Tasha.

Susie is passionate about her work at CAS.   During the time she has been with our company, she has received her Series 7, 6, 24, 51, 63, and Insurance Licenses.  She says that there is never a dull moment at Ciccarelli as there is something new to learn every day!  When Susie is away from the office she loves to unwind by traveling, camping and reading (her favorite author is James Patterson).  If not working in finance, she would be traveling around the country, camping wherever possible.  Among her many talents are baking and cooking; her strawberry jam is legendary!

Lisa Buckert – New York Office

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LisaLisa became part of the Ciccarelli Family in October 2005 and is currently a Client Services Associate for Judith Alexander-Wasley.

Lisa is from Rochester, New York, and has many brothers and sisters who still live in the area.  She has two grown children, Jonathan and Brianne.  She and her husband recently welcomed their first grandchild, Jameson, and you can hear the joy in her voice when she speaks of him!  When she isn’t spending time with family, especially her grandson, her interests include reading, bowling, and ceramics.  In the warm months, she likes to garden and her favorite flowers are mums and roses.  She also enjoys baking.

Lisa enjoys working at CAS.  The people are great and she feels like they are family.  If she was not in the financial services industry, Lisa would be a teacher.  She has a special gift with children and loves working with and being around them.

We are very lucky to have her as part of our CAS family!

Lisa is not registered with FSC Securities Corporation.

Jessica L. Barton – Florida Office

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JessJessica joined the Ciccarelli Team on September 20, 2010, as a Client Service Associate to Lynn Ferraina. Over the years, her responsibilities have grown to also include Graphic Design and Marketing for the firm.  Jessica (a.k.a. Jess) brings joy and humor to our Florida office with her delightful wit and positive outlook, so it is no surprise her favorite quote is “A day in which we have not laughed is a day that is wasted,” by Nicholas Chamfort.IMG_0623

Jessica was born in Kansas City, Missouri.  Her family moved to Naples when she was six and her father and brother still continue to live locally. Her pride and joy are her two dogs, Henry Higgins and Holly Golightly, both named after characters in movies starring Audrey Hepburn.  Jess loves adventure, including backroad trails and geocaching.   As an active participant in her church, Jessica leads the music program and is instrumental in the church’s marketing and website design.  If not in finance, Jessica would have pursued ministry.  She describes working at CAS as “A blessing…and never boring,” and her keys to success are authenticity and the search for truth in all situations.

 

 

Jessica is not registered with FSC Securities Corporation or Ciccarelli Advisory Services, Inc.
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