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Meet the Team


At Claris Advisors LLC, we are confident that our understanding of personal finance coupled with our training as financial professionals can help our clients better prepare for the future. Claris Advisors was founded bringing together a team of Financial Advisors working directly with our client’s accounting firm. The benefits of the partnership of Financial Advisors with Accountants cannot be overstated, it creates enormous efficiencies in the effectiveness of our planning for tax purposes, and our ability to fully understand each client’s financial picture. With our team of Advisors having over 30 years of industry experience, our practice has developed a reputation for educating individuals in an easy-to- understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. Claris Advisors LLC is one of the most unique firms in the industry, and we ensure the best experience to each and every one of our clients.

Our Support Team

Jessica Martorana

Administrative Assistant

Jodi Ratajczak

Investment Coordinator

Kathleen Cronin

Assistant Director of Underwriting

Lorraine Meaney

Director of Underwriting

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.