Meet the team

Our advisors and staff are ready to assist in your retirement planning. Get to know us as we get to know you!

Our Story

Evolving from the strength and success of Stephen M. Molesky & Associates, our local independent family company has now grown into Blueprint Wealth Management. From our strong foundation and mission in financial service, our team continues to serve as your financial guide on your retirement journey.

Our Team

Jordan Wilson

Jordan Wilson, CFP®

President & CEO

Kelly

Kelly Simental

Chief Operations Officer (COO)

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Cyndi Falcone-Daniel

Director of Client Experience

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Casey Schmucker

Wealth Advisor

Melissa

Melissa Everett

Operations and Advisor Support

lindsay

Lindsay Molesky

Operations and Advisor Support

Carole-headshot

Carole Molesky

Community & Events Ambassador

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Tara Wilson

Director of Human Resources

REMEMBERING OUR DEAR FRIEND AND COLLEAGUE

stephen

Stephen Molesky, ChFC® CLU®

Senior Financial Advisor & CIO

Take the First Step Today

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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