Our Qualifications
Our Team:
We have a real passion for helping people solve complex financial problems. Creativity and Customer Service are our number one priorities. Our clients love the fact that we answer our own phones. 25 years of combined team experience.
Tom McGlone, Registered Principal
- Financial Advisor since 1995 - 13 years
- Prior Experience, Corporate Treasurer for Duty Free International
- BS Finance, Drexel University
- MBA George Washington University
- CPA candidate*
- Works closely with Estate Planning Attorneys and Client's CPAs
- Active in Community through numerous volunteer activities
- Works actively with Clients in the Baltimore/Washington and Rehoboth Beach/Lewes areas
- Works actively with Seniors, Self Employed people and members of the GLBT community
Craig Lusco, Registered Principal - Quantitative Choice Portfolio Manager
- Financial Advisor since 1997 - 11 years
- BS Finance, Towson University
- Certified Financial Advisor with the NFLPA (National Football League Players Association)
- Quantitative Choice Portfolio Manager
Karen Shaul, Operations Manager
- BA in Journalism & English, University Of Iowa
- Excelled in Brokerage Operations support at Wachovia Securities, LLC (a predeccesor firm of Wells Fargo Advisors, LLC) for 4 years prior to joining the McGlone/Lusco Financial Advisory Group
- Has combined financial industry experience of 14 years
- Outstanding multi-tasking abilities with excellent customer service skills
* McGlone/Lusco Financial Advisory Group and Wells Fargo Advisors Financial Network do not provide tax or legal advice.
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