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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...
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...
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...
Operations Team Member
As Director of Finance, Donna oversees the operations of the accounting department, ensuring that the department's goals and objectives are attained. She is responsible for the bookkeeping function including maintaining the general...
As an intern, Cameron is learning how to assist and support clients by working closely with the partners and operation team members. Cameron aspires to go to a college with a Certified Financial Planning program. He hopes to one...
Senior Attorney, Advanced Planning Group Juliet A. Hendrickson is a senior attorney in the AdvancedPlanning Group for Cetera Financial Group, a leading network ofindependent broker-dealer firms. The platform is the secondlargest...
STANLEY R. SMILEY, ESQ.Senior Vice President, Advanced Planning Group As senior vice president of the Advanced Planning Group, StanSmiley is responsible for the development and implementation ofadvanced planning strategies for Cetera...