Our Executive Team

Stephen has been helping pre-retirees and those in retirement realize their financial goals, preserve their wealth and avoid common financial mistakes since 1992. It’s the shared purpose of his firm and the...

Following in her father’s footsteps, Lois helps pre-retirees and retirees plan for retirement and make sure their money lasts so they can enjoy their health, wealth and time with family for many years to come. She...

Tyler joined our team and offers a unique perspective. Though it appears that dentistry and financial advising do not have much in common, the core principle is the same: helping our clients (and patients) obtain...

Elizabeth is often the first person our clients encounter, and she makes sure they quickly feel like family. She helps oversee our Florida and New Jersey offices. She also helps to coordinate our seminars,...

Michael regularly engages with clients in the financial planning process, providing excellent value and service to both our investment and insurance clients. He ensures that every need is addressed with care...

Michelle works to provide excellent and seamless customer services. She solves – proactively and reactively – client service issues. She also helps coordinate seminars, educational workshops and client...

MJ is our Florida office site manager. She has several marketing responsibilities, including the creation and coordination of seminars and educational events in Florida and New Jersey. What makes her knowledgeable...

Jordyn provides essential support to our advisors and clients. Her responsibilities include scheduling, coordinating client needs, and assisting with account support. She is passionate about building strong relationships...

John supports our clients in the Texas region. He assists clients by facilitating meetings and ensuring that applications and documentation are completed accurately and efficiently.  

Valerie serves as a reliable point of contact for our clients and prospects. In addition to building meaningful relationships and delivering exceptional client service, she provides dedicated support to our advisors...