Broker Check

Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jeffrey M.  Valle

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

CERTIFIED FINANCIAL PLANNER™ Professional, CDFA™, Managing Partner

(973) 401-2517

(973) 401-2507

Jody  D'Agostini

Jody D'Agostini, CFP®, CDFA™, RICP 

CERTIFIED FINANCIAL PLANNER™ Professional, CDFA™, Senior Partner

(973) 401-2513

(973) 401-1623

David S. Turk

David S. Turk, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional, Senior Partner

(973) 401-2376

(973) 401-2507

Steven N.  Tirpak

Steven N. Tirpak, CFP®

CERTIFIED FINANCIAL PLANNER™ professional, Financial Advisor

(973) 775-5005

(973) 401-2507

Michelle  Hyde

Michelle Hyde, CPA, MBA, CTC

Financial Representative, Trusted Advisor®

(908) 879-9732

(973) 401-1623

Kayleigh Gensheimer

Kayleigh Gensheimer, CFP®

Registered Sales Associate, Director of Operations

(973) 401-2519

(973) 401-2507

Alison  Hingle

Alison Hingle

Registered Sales Associate to Jody D'Agostini

(973) 401-2380

(973) 401-2507

Susan Howell

Susan Howell

Client Relationship Associate

(973) 401-2511

(973) 401-2507

Deborah  Mazzaferro

Deborah Mazzaferro

Administrative Assistant to David S. Turk

(973) 401-2392

(973) 401-2507

Alexandra  Grand

Alexandra Grand

Client Relationship Associate

(973) 401-2365

(973) 401-2507

Melissa  Price

Melissa Price

Client Relationship Associate

(862) 946-6495

(973) 401-2507

Debra  Morrison

Debra Morrison

Client Relationship Associate

(973) 401-2361

(973) 401-2507

Michael Allison

Michael Allison

Financial Consultant

973-775-5007