Who We Are
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
2023 Distillery Night!
In March 2023 I had the pleasure of hosting a few clients at Claremont Distillery. It was great to see everyone and be entertained by wonderful acoustic singer, Michael Deej.
2023 World Down Syndrome Day
We were proud to ROCK OUR SOCKS today in Hackensack (or Hackensock?!) to celebrate World Down Syndrome Day. Every year on March 21, people all around the world come together to celebrate World Down Syndrome Day by wearing brightly colored, mismatched socks.
2023 Diaper Drive
WE DID IT! With all of your generous donations the Hackensack office, in partnership with Jersey Cares, was able to collect diapers & baby wipes for children in need across the state of New Jersey. We can't thank you enough for helping us collect these essential resources!
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
