Associates

 
  • Jeffrey M. Valle, CFP®, CDFA™, ChFC, CLU, RICP

    Jeffrey M. Valle, CFP®, CDFA™, ChFC, CLU, RICP

    CERTIFIED FINANCIAL PLANNER™ Professional, CDFA™, Managing Partner

    Morristown,NJ
  • Jody D'Agostini, CFP®, CDFA™, RICP

    Jody D'Agostini, CFP®, CDFA™, RICP

    CERTIFIED FINANCIAL PLANNER™ Professional, CDFA™, Senior Partner

    Morristown,NJ
  • David S. Turk, CFP®

    David S. Turk, CFP®

    CERTIFIED FINANCIAL PLANNER™ Professional, Senior Partner

    Morristown,NJ
  • William Ford, MBA

    William Ford, MBA

    Senior Partner

    Morristown,NJ
  • Robert W. McNeill CLU® ChFC®

    Robert W. McNeill CLU® ChFC®

    Wall,NJ
  • Laura T. Hingle, MBA, CEBS

    Laura T. Hingle, MBA, CEBS

    Employee Benefits Specialist

    Morristown,NJ
  • Robert McNeill JR CFP®,  CLU®, ChFC®

    Robert McNeill JR CFP®, CLU®, ChFC®

    CERTIFIED FINANCIAL PLANNER ™ professional

    Wall,NJ
  • Steven N. Tirpak CFP®

    Steven N. Tirpak CFP®

    CERTIFIED FINANCIAL PLANNER™ professional, Financial Advisor

    Morristown,NJ
  • Kristopher Taubald

    Kristopher Taubald

    Financial Representative

    Morristown,NJ
  • Ryan McNeill

    Ryan McNeill

    Financial Representative

    Wall,NJ
  • Michelle Cicchini, CPA, MBA

    Michelle Cicchini, CPA, MBA

    Financial Representative, Trusted Advisor®

    Morristown,NJ
  • Kayleigh Gensheimer

    Kayleigh Gensheimer

    Registered Sales Associate to Jeffrey M. Valle

    Morristown,NJ
  • Alexandra Grand

    Alexandra Grand

    Administrative Assistant to Jeffrey M. Valle

    MORRISTOWN,NJ
  • Susan Howell

    Susan Howell

    Administrative Assistant to Jody D'Agostini

    MORRISTOWN,NJ
  • Debbie Mazzaferro

    Debbie Mazzaferro

    Client Service Associate to David S. Turk

    MORRISTOWN,NJ