Broker Check

Team

We have over 50 years of combined experience with assisting clients with wealth management.  The fact that we are tax professionals sets us apart from most financial advisors. In that capacity we offer in-depth analysis of tax implications associated with investments. We measure our success by the large number of financial referrals that we receive from our current clients.
 

Juliann Longhi, CFP

President & Founder, Longhi Financial, Inc.

(570) 668-0765

Juliann Longhi founded Longhi Financial in 1980 as a tax preparation practice. In 1987 she became a registered representative with H.D. Vest Investment Servicessm when she saw the importance for her clients to have someone whom they...

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Stanley Warner is a Certified Public Accountant with over 20 years of professional experience working with individuals and small business owners. He has been a Registered Representative with H.D. Vest Investment Servicessm since 2004...

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Ann Tracy

Financial Planning Assistant & Registered Representative

570-668-0765

570-668-3837

Ann Tracy joined Longhi Financial in 2003 and has dedicated her time to tax preparation, tax law and financial servicing for the Longhi team. She performs all aspects of client servicing including fielding client questions and...

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Michele O'Donnell

Client Relationship Coordinator

570-668-0765

570-668-3837

Michele O'Donnell joined the staff of Longhi Financial in 2009 as a Client Relationship Coordinator. Michele is responsible for a wide range of client services including scheduling appointments; appointment preparation; generating...

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Megan Smith

Client Relationship Coordinator & Tax Specialist

570-668-0765

570-668-3837

Megan Smith joined the staff of Longhi Financial in 2013 as an office assistant. Megan completed a training program that included attending the HD Vest National Conference in Denver, Colorado. Megan also trained on preparing client...

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