Broker Check

TURNING YOUR VISION OF THE FUTURE INTO REALITY

Meet Our Team

FINANCIAL PLANNING

We listen to our clients, to learn what matters to them, to learn about their values, and to understand their unique circumstances, needs, and goals, so that we are better equipped to help them achieve success.

WEALTH MANAGEMENT

Wealth management is a holistic, consultative process that utilizes services and products to deliver a customized strategy uniquely tailored to each person.

Our Core Values

Our Core Values

We are dedicated to our clients and strive to create long lasting relationships built on trust to help you construct and achieve your financial dreams. The Financial world is becoming more complex. We help to bring all the pieces of your financial life together into a single coherent plan that evolves as your world evolves. Let us work with you to help prioritize your goals, understand your options, and strategize to clearly see a more secure financial future. Our goal is to provide you with financial independence and peace of mind.


Our firm's collective capabilities and experience - together with our team approach - allows us to offer you a wide-range of financial solutions. We will understand your situation, respect your prior decisions, educate you on ways to improve your financial success, and monitor your ongoing progress throughout our relationship.

$0.0

Billion in Assets Under Advisory

Over 0

Years Combined Experience

0

Households Served

We use the latest tools and technology combined with our extensive experience in the financial markets to manage money, reduce risk through insurance and other strategies and help our clients minimize taxation and build wealth. Our Advisors use tools such as eMoney, Asset Map, Riskalyze, Family Law Software, and other tools to help clarify your situation and make good decisions for your future.

  •   Understand your situation
  •   Respect your Assets
  •   Educate you on your options
  •   Provide clear, concise recommendations
  •   Monitor your progress
  •   Stay in touch with you
How we work with our clients

We use the latest tools and technology combined with our extensive experience in the financial markets to manage money, reduce risk and minimize taxation in all investment and insurance decisions.

Working Partnerships

At the Falcon Financial Group, our independent advisors have access to hundreds of money managers through multiple investment platforms from companies like LPL Financial, SEI, Brinker Capital and others to create portfolios that are specific to your goals and needs. We also offer insurance products and annuities from a platform of over 100 different insurance companies though our relationship with Equitable Network and its affiliates.

Family Focused

Beyond work, we are Fathers and Mothers with families of our own, that share the same goals and aspirations that you have. We are involved in our community and are committed to giving back and making a difference not only through work, but with our families and communities.

Continued Education

We pride ourselves on being lifelong learners and keep up to date with the changing financial world by attending conferences, webinars, achieving advanced degrees, and reading the latest industry updates. Many of us have been together for over 25 years. When you are a client of The Falcon Financial Group you have the expertise, knowledge, and commitment of the entire group behind you.

Our Team

Select photograph below to learn more about our team members.

Team Members

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

CERTIFIED FINANCIAL PLANNER™ Professional, CDFA™, Managing Partner

(973) 401-2517

(973) 401-2507

jvalle@thefalconfinancialgroup.com

Jeffrey M. Valle graduated from Moravian College with a B.A. in Business Management and Industrial/Organizational Psychology. Jeff has been a financial consultant for over 29 years and spent 15 of them in Branch Management. In 2009, Jeff founded the Falcon Financial Group with his partners to create a firm that focuses on the many needs of the affluent and emerging affluent community. Jeff specializes in comprehensive financial planning, retirement planning and wealth management for individuals and business owners.

Jeff earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, his Chartered Financial Consultant (ChFC) designation, Chartered Life Underwriter (CLU) designation, Retirement Income Certified Professional (RICP®) designation, and Certified Divorce Financial Analyst (CDFA™) designation. Jeff believes that to offer quality financial advice you must constantly strive to educate yourself and your clients to empower them to make good decisions. Jeff also completed coursework for a Wharton Certificate in Retirement Planning and studied advanced asset allocation at the Faculty Club at Harvard University.

Jeff’s accomplishments in his industry include recognition from Equitable Advisors in the Hall of Fame, as well as recognition from the Million Dollar Round Table as a life and Top of The Table qualifier of the MDRT. Jeff was also recognized in NJ Monthly Magazine as a "Five Star Wealth Manager" every year since 2012.

Jeff currently resides in Bloomsbury, NJ, with his wife Denise, daughters, Kayla, Emma and Tia, and his son, Brady. Jeff's interests include coaching youth sports, playing golf and spending time with family. Jeff's charitable interests include supporting "Communities in Crisis" (Opiate Epidemic awareness and intervention), The American Cancer Society and Special needs Hockey and Special Needs cheerleading. Jeff also founded and served as president of a 501c3 that raised money for his town’s recreational programs.

Licenses: Life and health insurance in various states.
FINRA Securities registration: Series 6, 7, 53, 63, 65, 24

CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation's required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.


This Five Star Wealth Manager Award was given on December 1, 2023, remains valid for the year of 2024 and is administered by Crescendo Business Services, LLC (dba Five Star Professional).  Neither the named award recipient nor any other party has paid or otherwise compensated Crescendo Business Services, LLC to be considered for or to win the award. 

CA License #0K82641

Jody D'Agostini, CFP®, CDFA™, RICP 

CERTIFIED FINANCIAL PLANNER™ Professional, CDFA™, Senior Partner

(973) 401-2513

(973) 401-1623

Jdagostini@thefalconfinancialgroup.com

Jody graduated with a B.S. in Biology from Bucknell University with a concentration in Business, and from Rutgers Medical School as a Physician’s Assistant. She started her working in the medical and pharmaceutical industries. Jody focuses her practice in the areas of comprehensive financial planning and wealth management for individuals and closely held businesses using a goal-based, holistic approach to their finances.

She focuses in the areas of retirement and estate planning strategies, having obtained a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania. She received the “Women’s Choice Award” for Financial Advisors from 2014 through 2023, highlighted in USA Today, as one of the top 100 advisors for women in the United States and is a multi-year Five Star Wealth Manager awarded by NJ Monthly
Magazine. She recently completed the Columbia University Credentialed Holistic Financial Coach Course.

Jody has been working with Family Law Attorneys and Mediators for over 15 years providing insight into the financial issues surrounding divorce to assist individuals in achieving a fair and equitable settlement, but most importantly to assist in making decisions that give them a clear view of their future and a path towards achieving their life goals. She helps them feel empowered to move forward towards a brighter future.

Jody is a CDFA (Certified Divorce Financial Analyst) and belongs to the New Jersey
Collaborative Law Group. Jody is active in the Financial Planning Association of NJ and lectures at the Institute for Continuing Legal Education and the Women’s Center at Morris County Community College. She is the CEO and Board Chair of Community in Crisis; a non-profit dedicated towards taking the stigma out of addiction, working on prevention and education around the heroin/opiate epidemic and providing sobriety support to individuals struggling. She is a member of the Morristown Chamber of Commerce and is a frequent contributor to the Star Ledger and nj.com and has been quoted in Forbes, Barron’s, the Wall Street Journal,
Money Magazine, NerdWallet, Fortune, Real Simple and cnn.com.

Jody received the Statewide YMCA “Social Responsibility Champion” Award and the Freedom House “Citizen of the Year” Award in 2015 for her work with “Community in Crisis” and the Women of Leadership Award by the Boy Scouts of America in 2016. She was awarded the “Hometown Hero” Award from the Somerset County Commission on Women, the AXA “Hearts in Action” and the Invest in Others, “Catalyst Award” winner in 2017. Jody received the Lifetime Achievement Award from the Somerset County Y in 2018. She is active with St. James Church and enjoys tennis, paddle tennis, swimming, walking her 2 dogs, reading and traveling but mostly spending time with her family at the Jersey shore.

Licenses: Life and health insurance in various states.
FINRA Securities registration: Series 7, 66

CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FP who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@equitable.com. Complaints about an Equitable Advisors email customer.relations@equitable.com .

This Five Star Wealth Manager Award was given on December 1, 2023, remains valid for the year of 2024 and is administered by Crescendo Business Services, LLC (dba Five Star Professional).  Neither the named award recipient nor any other party has paid or otherwise compensated Crescendo Business Services, LLC to be considered for or to win the award. 

The RICP® designation is sought by financial services sales professionals whose focus includes clients planning for retirement income. The designation's required curriculum is administered by The American College, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements. Complaints about a designee can be made by e-mail Registrar@TheAmericanCollege.edu. or calling 888-263-7265. To verify a designee http://www.designationcheck.com.

David S. Turk, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional, Senior Partner

(973) 401-2376

(973) 401-2507

dturk@thefalconfinancialgroup.com

David has been a financial consultant with AXA, now Equitable Advisors since 1996. He co-founded the Falcon Financial Group in 2009 along with several partners, to create a firm that would provide a concierge level of service to his clients. David’s practice focuses on comprehensive financial planning and wealth management; he specializes in retirement planning. His primary objective is to help his clients accomplish and fulfill their life-long dreams and goals.

David also works with sole proprietors and small business owners and specializes in helping them maximize tax advantaged savings programs. He feels it is of paramount importance that people running their own business take advantage of all the tax advantaged programs that are available to them.

David received his CERTIFIED FINANCIAL PLANNER ™ professional designation in 2008. He also completed coursework at the Wharton School at the University of Pennsylvania and obtained a Certificate in Retirement Planning. Most recently, David completed coursework in advanced asset allocation at the Faculty Club at Harvard University. He believes that continuing his education is the best way to help his clients achieve their goals and objectives; he strives to educate his clients and thereby empower them to make good financial decisions. His goal is to do for his clients what he would do for himself, given the same set of facts and circumstances.

During his distinguished career, David has received many sales and management awards, including recognition from AXA Advisors in their Hall of Fame.

David resides in Martinsville, NJ with his wife, Julia, their two children and their dogs Beanie and Whitney. He is an avid runner and has completed numerous races including the NYC Half Marathon and NJ Marathon.

Licenses: Life and health insurance in various states
FINRA Securities registration: Series 6, 7, 24, 63, and 65

CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

This Five Star Wealth Manager Award was given on December 1, 2023, remains valid for the year of 2024 and is administered by Crescendo Business Services, LLC (dba Five Star Professional).  Neither the named award recipient nor any other party has paid or otherwise compensated Crescendo Business Services, LLC to be considered for or to win the award. 

William Ford, MBA

Senior Partner

(973) 879-8306

(973) 401-2507

wford@thefalconfinancialgroup.com

William Ford graduated from the University of Scranton in 1990 with honors and earned a B.A. in Economics and Finance and a minor in History. In 1996, he went on to earn an MBA in Investment Finance from Fairleigh Dickinson University and graduated Magna Cum Laude. Prior to graduating from the University of Scranton, Bill gained valuable experience when he interned for two summers for Citigroup on Wall Street. Bill has worked in the financial services and investment industry since 1990. Upon graduating from the University of Scranton, Bill began his professional career with Prudential Investments in their institutional pension and investment division.


In 1997, Bill joined AXA Advisors as a Financial Consultant in order to build his own investment firm. In 2009, Bill co-founded The Falcon Financial Group with his partners to create a firm that focuses on serving the full needs and goals of all his clients. The firm’s main focus is to turn their clients’ vision of the future into reality. Bill specializes in wealth management and comprehensive financial and retirement planning. Bill’s primary objective is to help his clients accomplish and fulfill their life-long dreams and goals. During his career at Equitable Advisors and The Falcon Financial Group, Bill has received numerous awards and has been recognized by Equitable every year for his accomplishments. Bill was inducted into the AXA Advisors Hall of Fame in 2008 because of his achievements at the firm. Bill has also been recognized by The Million Dollar Round Table (MDRT) as a qualifying member. Bill attended and completed the Institute at Harvard University in Cambridge, Massachusetts. The Institute, which emphasized advanced asset allocation strategies, investor behavior and wealth management, was under the direction of Harvard Professor Dr. Harold Langlois.


In 2018, Bill and his firm were formally recognized by New Jersey Monthly Magazine as a “Five Star Wealth Manager.” Bill currently resides in Basking Ridge, NJ with his wife Sharon, his daughter Meghan, and his son Liam. Bill’s interests include coaching youth sports, traveling with his family, cheering for Notre Dame football, and watching his kids grow. He is an active member of the Adventure Guides program through the YMCA which promotes building a lasting strong bond with his children. Giving back to the community is very important to Bill, and his charitable interests include local organizations, such as Heartworks, as well as other well- known organizations such as Make a Wish Foundation.

This Five Star Wealth Manager Award was given on December 1, 2023, remains valid for the year of 2024 and is administered by Crescendo Business Services, LLC (dba Five Star Professional).  Neither the named award recipient nor any other party has paid or otherwise compensated Crescendo Business Services, LLC to be considered for or to win the award. 

Robert W. McNeill CLU® ChFC®

(732) 292-3350

(732) 292-3350

RMcNeill@thefalconfinancialgroup.com

Robert W. McNeill is a graduate of Seton Hall University with a Bachelor’s Degree in Business Management. Bob joined Equitable (at that time: Equitable Life) in 1983 as a Financial Advisor. After establishing himself as a top financial advisor, Bob was asked to enter management where he took on the additional roles of training and supervising other financial advisors. Bob spent 18 years performing the dual role of financial advisor and District Manager in the Wall, NJ office of AXA.

Since joining Equitable, Bob has always focused on the insurance and investment needs of his clients. Bob takes the financial welfare of his clients above all else making sure that their wealth is managed appropriately. Bob has consistently focused on educating himself to be able to provide the best advice possible. This educational focus has lead Bob to complete his Chartered Life Underwriter degree as well as his Chartered Financial Consultant designation, both from the American College. Bob’s success entered him admission into AXA’s prestigious Hall of Fame back in 1999.

In 2017, Bob made the decision to resign the management duties and focus his efforts on the needs of his clients. He was inspired by his two sons joining him in the business. Bob and his sons joined the Falcon Financial Group to partner with other successful advisors that Bob had known for over 20 years.

After raising his family in Toms River, NJ, Bob and his wife, Michele, currently reside in Tinton Falls, NJ. Bob enjoyed community service and volunteering and coached both Ice hockey and baseball when his kids were younger. Now, he focuses on his community service and charitable efforts on several nonprofit organizations including Make-A-Wish, American Cancer Society, and The Wounded Warriors Foundation.


Licenses include: Life & Health insurance in numerous states
FINRA Securities registration: Series 6, 7, 63, 65, 24 and 53

Laura T. Hingle, MBA, CEBS, ChFC, CFP®

Employee Benefits Specialist

(973) 401-2381

(973) 401-1623

lhingle@thefalconfinancialgroup.com

Laura Hingle is a graduate from Dickinson College, with a B.A. in Political Science and M.B.A. from Syracuse University in International Business and Operations Management. Laura has also furthered her training in employee benefits by receiving her CEBS designation from International Foundation of Employee Benefits and Wharton School of Business at University of Pennsylvania.


Laura began her employee benefits career in 1990 with Tribus Companies, one of New Jersey’s top employee benefits companies employing over 200 employees. Upon the acquisition of Tribus Companies in 2000, Laura continued working with Wachovia Insurance Services as Vice President, Sales Integration until 2006. In 2006, Laura founded Black Diamond Solutions, LLC, a benefits brokerage and consulting firm specializing in health and welfare programs. To expand the products, services and expertise available to her clients, Laura joined Equitable Advisors in 2013 which specializes in Financial Needs Analysis and Business Strategies.


Laura differentiates herself by partnering with clients and being their advocate in a complex, ever-changing employee benefits environment. She focuses on tough negotiations with vendors, educating the clients on leading edge trends, providing quick and accurate customer service responses; and implementing plans of action. Laura is passionate about sports and exercise. She coached youth basketball for both girls and boys; she plays volleyball for the HUB league and has run 42 full marathons including Boston and NYC. She shared her running passion as a pacer for the NJ Marathon. Laura is also a triathlete who completed multiple 140.6 and 70.3 Ironman events.

Chelsea A. Chiswick

Financial Advisor

(973) 775 - 5011

(973) 401 - 2507

CChiswick@thefalconfinancialgroup.com

Chelsea A. Chiswick graduated from The College of New Jersey where she double majored in Finance and Marketing. Upon graduating college, Chelsea wanted to experience other cultures and expand upon her volunteering efforts before entering the world of finance. She spent 3 months living in the Dawasamu District of Fiji working in the local school systems teaching English and collaborating on community development projects. This experience is one that will live with Chelsea forever as it has shaped how she chooses to live her life professionally and personally. Upon her return, Chelsea began her career with Equitable Advisors in 2016 with a passion for helping people plan for their financial future.


In 2019, Chelsea was promoted to Regional Vice President at Equitable, the first woman VP in the history of the Atlantic Branch. After 3 successful years in management, she decided rather than leading other financial advisors, her true passion is to spend her time and energy working with clients.


As a result of Chelsea’s accomplishments, she was invited to join The Falcon Financial Group, one of the leading financial planning teams in the country. This new partnership provides Chelsea and her clients with access to some of the most experienced minds in the planning industry with an emphasis on holistic financial planning.


Chelsea continues to support the GVI Organization, an award-winning organization that focuses on high-impact and high-quality conservation and community development programs. Chelsea also focuses her charitable work with the MS Society. Originally from Hunterdon County, NJ, she now resides in Morristown, NJ.

 

Life & Health insurance in various states,
FINRA Securities registrations: Series 7 , 24, 66

 

Kristopher Taubald

Financial Representative

(973) 401-2389

(973) 401-2507

ktaubald@thefalconfinancialgroup.com

Kristopher Taubald graduated from Colorado State University with a B.A. in Economics. Prior to graduating, Kris interned on Wall Street with ABN AMRO, where he gained valuable experience in the financial services industry.

Kris began his career in finance in 2000 with Merrill Lynch, where he worked as a retirement services specialist as well as in the banking division. In 2004, Kris joined Barclays Capital as a trading assistant on the U.S. Treasury repo desk. He has been with Equitable since 2013.

As a financial representative, Kris helps clients to prioritize their goals, understand their options, and strategize to help them attain a more secure financial future. Kris' goal is to provide clients with financial independence and peace of mind. He integrates unbiased investment guidance with the key planning disciplines of financial planning, estate planning, and risk management. Kris ensures that he understands and identifies clients’ needs, goals, and values, and then develops a plan that makes sense for them.

A lifelong resident of New Jersey, Kris currently resides in Morris Plains with his wife, Susan, and their children: Charlie and Henry. The family has welcomed a new dog into their family, Brownie.

Licenses: Life Insurance in various states.
FINRA Securities registration: Series 7, 63, 65

Michelle Hyde, CPA, MBA, CTC

Financial Representative, Trusted Advisor®

(908) 879-9732

(973) 401-1623

michelle.hyde@trustedadvisors.com

Michelle Hyde, CPA, MBA, CTC, is the Managing Partner of Hyde & Associates in Chester, NJ. She is a Trusted Advisor® who helps individuals and businesses in designing and implementing tax, estate and financial planning strategies..

Michelle's experience covers a broad range of financial matters. As a Certified Public Accountant, she has over 20 years' experience in providing creative, intelligent and supportable tax reduction strategies for businesses, their owners and high net worth individuals. In addition, Michelle has her MBA in finance and management from New York University.

Over the course of her career, she has developed tax and financial planning strategies for:

Business acquisitions and divestitures
Structuring settlement agreements in matrimonial and business disputes
Planning to reduce estate taxes
Designing retirement plans for businesses and self-employed individuals
Comprehensive financial plans for a broad range of individual clients
Preparing business and personal tax returns

Prior to forming Hyde & Associates, Michelle was a partner in a startup medical education company. She served as the chief financial officer, where she secured financing and built an infrastructure to support a $20MM business in less than 4 years. Preceding that, Michelle worked for American Express Tax and Business Services, where she helped small and medium-sized businesses and their owners minimize their taxes while simultaneously maximizing their profitability.

Michelle holds an undergraduate degree in Accounting from Rutgers University, and her MBA with a concentration in Finance and Management from the Stern School of Business at New York University. She is also an active member in the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants, as well as the Morris Chamber of Commerce and Business Network International.

Licenses: Life insurance in various states.

FINRA Securities registrations: Series 7, 63, 66

Trusted Advisors® is a program of Equitable Advisors and Equitable Network, LLC.

Daniel R. Shearer, CFP®, CLU®

CERTIFIED FINANCIAL PLANNER™ professional

(732) 292-3347

daniel.shearer@equitable.com

Daniel Shearer began his career in financial services in 2000 with the retirement planning division of Equitable. Because of his passion for helping others achieve their financial goals and his strong interest in financial planning, he transitioned to the role of Financial Advisor in 2006. Dan’s practice focuses on comprehensive financial planning including wealth management, retire income planning and risk management/insurance planning. Believing that experience and continuing education are extremely important to be able to provide the best advice and service for his client’s financial needs, Daniel earned the Certified Financial Planner CERTIFIED FINANCIAL PLANNER™ professional designation (CFP® ) as well as the Chartered Life Underwriter designation (CLU®).

During his career Daniel also spent several years in the dual role of Financial Advisor and Vice President. During this time, in addition to his financial planning practice working with clients, he was also responsible for the training and development of new associates to the Financial Advisor position. Because of his desire to focus all of his time and energy on his clients and financial planning practice Daniel left his role as Vice President in 2016. In 2021 he joined the Falcon Financial group to partner with other high level financial professionals to be able to provide an even greater level of service and expertise to his clients.

Daniel graduated with honors from Kean University with a Bachelor’s Degree in Business Management. He has lived in Monmouth County for most of his life. Dan enjoys spending time with his family, outdoor activities, traveling and reading. Always believing in giving back, Dan supports several charities including The American Society for the Prevention of Cruelty to Animals, Shriners Hospitals for Children and the Monmouth County SPCA.


FINRA Securities Registration: Series 7, 66, 24, 6

Licenses: Life and health insurance in various states.

CA Insurance Lic.# 0M84993


CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Robert McNeill JR, CFP®, CLU®, ChFC®

CERTIFIED FINANCIAL PLANNER ™ professional

(732) 292-3370

(732) 528-6741

rmcneill2@thefalconfinancialgroup.com

Robert W. McNeill, Jr. began his career with Equitable in 2010 as a Financial Advisor. His expertise as a Financial Advisor was apparent, as he quickly achieved many distinguished awards at Equitable, including the prestigious National Leader Corp. Robert believed that financial planning required continuous exposure to products, philosophies, and strategies and thereby dedicated himself to gaining advanced knowledge of the industry. Recognizing that a combination of knowledge and paramount service was the best way to help his clients achieve financial success, Robert earned his Certified Financial Planner designation, considered to be the most valuable degree for financial professionals, the Chartered Financial Consultant designation, and the Chartered Life Underwriter designation. In addition to knowledge, Robert believes that a solid financial plan, regular communication and strategic guidance are the keys to offering his clients confidence in their long term financial plans.

Robert graduated from Monmouth University in 2010 with a B.A. in Business and a Concentration in Finance. He chose to pursue a career in business because of his passion for studying the stock market and his interest in business development. His curiosity about the field of finance began at the young age of 13, when he researched and tracked stocks of several companies that piqued his interest. He expanded his understanding of the field with the support of his father, Robert McNeill, Sr., who is a distinguished Equitable Hall of Fame Member. When Robert joined Equitable in 2010, he began working collaboratively with his father, Bob Sr. Today, Robert is part of a family business working closely with both his father and brother. His father began their organization 35 years ago and in partnering with his sons has established an extremely successful financial planning practice which provides a client centered approach to financial management, focusing on the specific needs and goals of each individual.

In 2017 the McNeill family decided that the next step in growing their family business was to partner with the Falcon Financial Group, another partnership at Equitable. This group is comprised of several successful advisors who Robert and his family have worked collaboratively with throughout their careers. By teaming with other professionals, they are able to leverage the expertise of the other members of the Falcon Financial Group and continually improve advice, guidance and service to their new and existing clients.

Currently, Robert, his wife Anita, and their two son’s, Logan and Landon, reside in Brick, NJ. He is an avid sports fan and enjoys playing hockey and football and competing in various tournaments. He supports the Special Olympics and The Wounded Warrior Project as well as several other charities.

Licenses: Life and health insurance in various states.
FINRA Securities registration: Series 7, Series 66.


CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

CA Insurance Lic. #0M66834

Steven N. Tirpak, CFP®

CERTIFIED FINANCIAL PLANNER™ professional, Financial Advisor

(973) 775-5005

(973) 401-2507

stirpak@thefalconfinancialgroup.com

Steven Tirpak graduated from West Virginia University in 2002 with a bachelor's degree in business, specializing in finance. He began his career in financial services with Equitable Advisors in 2003. Upon starting his career with Equitable, Steve completed the challenging task of developing his own client base and over the next 15 years, Steve continued to expand his business, running a successful practice within AXA. He joined The Falcon Financial Group in 2018 to partner with other high level financial professionals as well as to offer additional expertise and services to his clients. Steve specializes in wealth management and comprehensive financial and retirement planning. As a financial professional, Steve loves his work and prides himself in providing a high level of knowledge and customer service when working with each client.

In 2009, Steve completed the rigorous coursework necessary to sit for the CFP® board exam and received the title of CERTIFIED FINANCIAL PLANNER™ professional in 2010 after passing the exam. For several years, NJ Monthly Magazine has recognized Steve as a “Five Star Wealth Manager”. In 2019, Steve was inducted into the Equitable Advisors Hall of Fame because of his achievements at the firm.

Steve currently resides in Morristown, NJ with his wife Sara, his son Cole and his daughter Delaney. His interests include traveling, cheering on the Jets/Mets, playing golf and pickleball, and spending time with family and friends.


Licenses: Life and health insurance in various states.

FINRA Securities registrations: Series 7, 66, 24

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements..

This Five Star Wealth Manager Award was given on December 1, 2023, remains valid for the year of 2024 and is administered by Crescendo Business Services, LLC (dba Five Star Professional).  Neither the named award recipient nor any other party has paid or otherwise compensated Crescendo Business Services, LLC to be considered for or to win the award. 

Michael Allison

Financial Consultant

973-775-5007

Support Staff

Kayleigh Gensheimer, CFP®

Registered Sales Associate, Director of Operations

(973) 401-2519

(973) 401-2507

kgensheimer@thefalconfinancialgroup.com

Kayleigh Gensheimer graduated from William Paterson University with a B.S. in Accounting in 2014. She worked at several different banks in New Jersey as a teller and customer service representative, both while she was going to school as well as after graduation. Kayleigh joined The Falcon Financial Group in 2015 to work for Managing Partner, Jeffrey M. Valle. Her primary objective is to provide excellent customer service to clients and support Jeffrey M. Valle by carrying out administrative responsibilities. Kayleigh holds Series 7 and Series 66 licenses.

Kayleigh lives in the Poconos with her husband, Kurt, and their children: Madeline and Wyatt.

Licenses: Life and health insurance in NJ

FINRA Securities registration: 7, 66

Phone: 973-401-2519
Fax: 973-401-2507
E-mail: kgensheimer@thefalconfinancialgroup.com



CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Alison Hingle

Registered Sales Associate to Jody D'Agostini

(973) 401-2380

(973) 401-2507

ahingle@thefalconfinancialgroup.com

Alison Hingle graduated from the University of Alabama with a Bachelor of Science in Business Administration and Commerce in 2018. Alison worked in Digital Marketing and IT Sales prior to joining the Falcon Financial Group team.

Alison joined The Falcon Financial Group in 2020 to work for Senior Partner, Jody D’Agostini. Her responsibilities include administrative support, business processing, client relations, and account services.


Alison is licensed in Life, Health and Accidental Insurance in the state of NJ, holds her Series 7, Series 66 and is a Notary Public.

She enjoys skiing, hiking, traveling, and yoga in her spare time.


Licenses: Life, Health, and Accidental Insurance in NJ

FINRA Securities Registration: Series 7 and Series 66

 

Phone (973) 401.2380
Fax: (973) 401-2507
Email: ahingle@thefalconfinancialgroup.com




Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Deborah Mazzaferro

Administrative Assistant to David S. Turk

(973) 401-2392

(973) 401-2507

dmazzaferro@thefalconfinancialgroup.com

Deborah Mazzaferro joined The Falcon Financial Group in 2016 to work for Senior Partner, David S. Turk. Her responsibilities include administrative support, business processing, client relations and account services. Debbie enjoys reading and traveling in her spare time. Currently, she lives in Bridgewater with her two children. Phone: (973) 401.2392 Email: dmazzaferro@thefalconfinancialgroup.com

Susan Howell

Client Relationship Associate

(973) 401-2511

(973) 401-2507

showell@thefalconfinancialgroup.com

Susan Howell graduated from Moravian College in 1993 with a BA in Business Management and a Minor in Sociology. Before joining The Falcon Financial Group. Susan worked in Human Resources and Staffing, both on the agency and corporate sides.


Susan joined the Falcon Financial Group in 2018 to work for Senior Partner Jody D’Agostini. Her responsibilities include business support, business processing, client relations, and account services. In her spare time, Susan enjoys reading and spending time with family and friends. She lives in Long Valley, NJ with her husband Brad, their sons Jack and Sean, and their dog Chewy.


Phone. (973) 401.2511

Email: showell@thefalconfinancialgroup.com

Alexandra Grand

Client Relationship Associate

(973) 401-2365

(973) 401-2507

agrand@thefalconfinancialgroup.com

Alex Grand graduated from William Paterson University with a B.A. in Liberal Studies in 2014. Before joining the Falcon Financial Group team, Alex worked at Morris County Tobacco and Candy Co. in Dover, NJ as an administrative assistant for four years.

Alex joined The Falcon Financial Group in 2019 to work for Managing Partner, Jeffrey Valle. Alex has expanded her role to assist more members of the Falcon Financial Group team. Her responsibilities include, administrative support, business processing, client relations, and account services.

In her spare time, Alex enjoys playing soccer and watching anything on Bravo. She lives in Virginia Beach, VA with her husband and their little westie, Thor.

Phone: (973) 401.2365
Email: agrand@thefalconfinancialgroup.com

Melissa Price

Client Relationship Associate

(862) 946-6495

(973) 401-2507

mprice@thefalconfinancialgroup.com

Melissa graduated from Centenary University in 1996 with a A.S. in Equine Studies; as well as, graduating from Northampton Community College/ LCCC in 1998 with a A.S. in Veterinary Technology. She worked as a Licensed Veterinary Technician for over 10 years in multiple practices in NJ and PA. She and her husband have owned/ operated their own small business since 2004.

Since stepping back from the day to day duties of their small business, Melissa was looking for a new challenge. In 2023, the new challenge presented itself as an opportunity to work for The Falcon Financial Group- which she gladly accepted. She was excited to learn from such an experienced, professional group of individuals.

Melissa lives in Phillipsburg, NJ with her husband, two daughters and dog, Jingle Bells.

Debra Morrison

Client Relationship Associate

(973) 401-2361

(973) 401-2507

dmorrison@thefalconfinancialgroup.com

Debbie began her career in the finance industry working for Prudential and achieving her FINRA Series 6 registration, as well as her health, accident, and life insurance licenses. In addition, she is also a Notary Public. Debbie left Prudential and worked with a sole financial advisor for approximately 13 years, prior to joining The Falcon Financial Group in 2023. She assisted the advisor in handling all aspects of client relations, account services, along with managing the office and the office staff. Debbie hopes to continue and expand her role in helping people achieve their goals at The Falcon Financial Group working for and supporting the Managing Partner, Jeffrey M. Valle.

 

Debbie lives in Bridgewater, NJ with her husband, Rob, two daughters, Samantha and Danielle, and their Mini Goldendoodle, Ranger. In her spare time, Debbie loves to spend time with her family, watching movies, going to Yankees games, and traveling.

What We Do

What We Do


HOLISTIC FINANCIAL PLANNING

We prioritize and analyze your accumulation, protection, and distribution strategies into one cohesive plan.

RETIREMENT, INVESTMENT, AND COLLEGE PLANNING

We help people accumulate wealth for the know and unknow expenses that lie ahead.


INSURANCE AND ESTATE PLANNING

We assist with life, long term care, disability, and health insurance as well as the tax efficient transfer of wealth from one generation to another.

Project Planning 03 expandline

HOLISTIC EMPLOYEE BENEFITS

Creative employee benefit plans including health, disability, dental and ancillary plans. We help protect your employees with insurance solutions that focus on tax efficiency and cost containment. In addition, we offer the latest group retirement plans including 401k, Simple IRA and Defined Benefit Pension plans.


DIVORCE FINANCIAL PLANNING

We can help navigate the financial and tax decisions that need to be made during and after the divorce. You will feel empowered to move forward, fully understanding your financial future and the reality of decisions made.


BUSINESS OWNERS & EXECUTIVE BENEFIT PLANNING

We can plan for business succession, non-qualified executive deferred compensation, as well as provide key person insurance. We help business owners with tax saving strategies that focus on growth as well as transition of their business.

<strong>Relationships</strong>

Relationships

A Financial Advisor is a trusted resource for you. We are committed to continuously educating ourselves to have the most knowledge possible so that we can provide the best advice on a broad range of financial needs.

<strong>In The News and Current Events</strong>

In The News and Current Events

We are regularly asked to contribute to different financial publications including the Wall Street Journal, US News and World Report as well as other Local and online news sources.

TURN YOUR VISION OF THE FUTURE INTO REALITY

Contact Us

Resources

Financial security in retirement doesn't just happen. It takes planning and commitment and money.

CALCULATORS
CALCULATORS

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions.

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ARTICLES
ARTICLES

We've put together a library of information on important financial topics that we believe you'll find helpful.

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DIVORCE RESOURCES
DIVORCE RESOURCES

Divorce is one life’s most emotionally challenging events. Decisions that are made can affect you for a lifetime. We can help.

Learn more

Community Involvements

Holisticly incubate enterprise users whereas just in time sources. Rapidiously transition performance based e-business.

Our Offices

Phone: 973-401-2517
Fax: 973-401-2507
Email: jvalle@thefalconfinancialgroup.com
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