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Life will always throw you curves, just keep fouling them off... the right pitch will come,

but when it does, be prepared to run the bases - Rick Maksian

Meet Your Team

Misia Cutrera Photo

Misia Cutrera

Canine Receptionist

When visiting our Chicago office, our clients are greeted warmly by our canine receptionist, Misia. 

Jay R. Cutrera Photo

Jay R. Cutrera

Personal Financial Consultant
David Lewitas Photo

David Lewitas

Registered Representative
Kim Jungas-Samson Photo

Kim Jungas-Samson

Branch Operations Specialist

Kim has worked in the financial services industry since 2000, and specializes in the processes and organization of account information and requirements.  You may hear from Kim if she needs additional information from you such as driver’s license numbers, address updates, or other information to complete account servicing requests.

Kim works out of our independent branch office, Full Circle Financial, headquartered in Rochester, Minnesota. She and her husband enjoy spending time with their two young children Noah and Nya.

Szablis M. Klee Photo

Szablis M. Klee

Full Circle Financial Principal

Szablis and Jay have worked together in the financial services industry since 2003 when they both worked at TCF Investments.  She leads the office based out of Rochester, Minnesota of which Jay is a member.  Her role is to lead and coordinate the group of over 25 financial professionals and support staff with the resources and compliance oversight to ensure client service and suitability standards are of the highest levels.  As a practicing Personal Financial Advisor as well, she, and the other advisors are available to consult with Jay providing a wealth of planning expertise, and perspectives to be applied to recommendations for his clients.

Check the background of this advisor on FINRA’s BrokerCheck.