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Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Director of Finance
Operations Team Member
As on Operations Team Member, Donna is responsible for processing new business and providing administrative support to our clients and financial advisors to make sure insurance and investment documents are prepared and processed in a...
Financial Planner/Managing Partner, Certified in Long Term Care, Certified Wealth Strategist, National Social Security Advisor Certificate Holder
Helping You Achieve Your Financial Goals Through Wealth Preservation & Growth Since 1999, Eric has been specializing in comprehensive financial analysis and investment planning. He works with individuals and businesses across the...
Financial Planner/Managing Partner, Certified Wealth Strategist, National Social Security Advisor Certificate Holder
Helping You Achieve Your Financial Goals Through Wealth Preservation & Growth Since 1988, Jay has earned a reputation throughout the New Jersey and New York Metropolitan areas for providing sound financial advice and superior client...
Operations Team Manager
As an Executive Assistant, Lori provides administrative support to our clients and planners to ensure insurance and investment documents are prepared efficiently and within a timely manner. She is responsible for establishing and...
Helping You Pursue Your Financial Goals Through Wealth Preservation & Growth Richard has been involved in the Financial Markets since 1980. First on the institutional side working with lead banking and brokerage firms in managing...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.