Our Team
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.
Jeffrey M. Valle, CFP®, CDFA™, ChFC, CLU, RICP, CPFA®
CA Insurance Lic. # 0K82641
CERTIFIED FINANCIAL PLANNER™ professional, CDFA™, Managing Partner
(973) 401-2507
Jody C. D’Agostini, CFP®, CDFA™, RICP®
CERTIFIED FINANCIAL PLANNER™ professional, CDFA™, Senior Partner
Robert McNeill JR, CFP®, CLU®, ChFC®
CA Insurance Lic# 0M66834
CERTIFIED FINANCIAL PLANNER ™ professional
(732) 528-6741
Chelsea A. Chiswick, CFP®, CLU®
CA Insurance Lic. # 0L69929, AR Insurance Lic. # 17963437
Financial Advisor
(973) 401 - 2507
Daniel R. Shearer, CFP®, CLU®
CA Insurance Lic. # 0M84993
CA Insurance Lic. # 0M84993
CERTIFIED FINANCIAL PLANNER™ professional
Lisa Konefal
Registered Executive Assistant to Douglas W. Todd, ChFC and David Schluer
Michael A. Ducore, ChFC®, CLU®, MSFS
Director of Advanced Planning