Associates
-
Jeffrey M. Valle, CFP®, CDFA™, ChFC, CLU, RICP
CERTIFIED FINANCIAL PLANNER™ Professional, CDFA™, Managing Partner
Morristown, NJ -
Jody D'Agostini, CFP®, CDFA™, RICP
CERTIFIED FINANCIAL PLANNER™ Professional, CDFA™, Senior Partner
Morristown, NJ -
David S. Turk, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional, Senior Partner
Morristown, NJ -
William Ford, MBA
Senior Partner
Morristown, NJ -
Robert W. McNeill CLU® ChFC®
Wall, NJ -
Laura T. Hingle, MBA, CEBS
Employee Benefits Specialist
Morristown, NJ -
Robert McNeill JR CFP®, CLU®, ChFC®
CERTIFIED FINANCIAL PLANNER ™ professional
Wall, NJ -
Steven N. Tirpak CFP®
CERTIFIED FINANCIAL PLANNER™ professional, Financial Advisor
Morristown, NJ -
Kristopher Taubald
Financial Representative
Morristown, NJ -
Ryan McNeill
Financial Representative
Wall, NJ -
Michelle Cicchini, CPA, MBA
Financial Representative, Trusted Advisor®
Morristown, NJ -
Kayleigh Gensheimer
Registered Sales Associate to Jeffrey M. Valle
Morristown, NJ -
Alexandra Grand
Administrative Assistant to Jeffrey M. Valle
MORRISTOWN, NJ -
Susan Howell
Administrative Assistant to Jody D'Agostini
MORRISTOWN, NJ -
Debbie Mazzaferro
Client Service Associate to David S. Turk
MORRISTOWN, NJ
