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Meet The Team

Mary Brimer, CLU® , ChFC®

Personal CFO | Financial Planner

401-295-1005

401-295-1006

mary@gingergreenfinancial.com

Mary Brimer is a Producing General Agent, Broker and the President of Ginger Green Financial, LLC. She is a Registered Representative and Financial Planner of O.N. Equity Sales Co. She consults regularly with clients and prospects on a...
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Al Cumplido, CFA®

Director of Investment Strategy

401-691-4179

401-739-9129

acumplido@indfp.com

I lead the market research efforts for Royal One Financial Group and play a pivotal role in shaping the investment strategies used by our affiliated advisors. I provide comprehensive support to Royal One Financial Group and...
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Marcin Krolikowski, PhD, CFA®

Co-Head of Investment Strategy

401-691-4181

401-739-9129

mkroliko@indfp.com

As the CFO of Investment Research at Royal One Financial Group, I provide expert guidance on market research, asset allocation, portfolio construction, and macroeconomic analysis. With a background in trading fixed-income instruments...
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Traci Kelly

Financial Planner

856-816-5081

Traci@KellyGreeneWealth.com

Traci Kelly brings over 20 years of financial experience, along with the mindset that everyone deserves a financial advocate, one able to assist in managing risk while helping to facilitate a legacy. Traci has made a career out of...
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