Broker Check

Our Team

Shelley Schlossberg CFP®

President

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Shelley Schlossberg is a 35 year veteran in the financial services industry who provides customized investment services & financial planning to a wide range of individuals and businesses. Shelley is a Registered Principal with...

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Katie Bergeron

Office Assistant

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Katie joined Castle Mountain Financial in July of 2018 as the assistant to Shelley Schlossberg. Katie brings with her eight years of professional experience in the legal, IT and recruiting industries. Her attention to detail, work...

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