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.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
CEO
Managing Director of Operations
Executive Administrator
732-528-0880
732-528-0880
732-528-0880
Managing Partner
Managing Partner
Vice President of Investments
732-528-0880
732-528-0880
732-528-0880
732-528-0880
Brian Clark
James Varzal
Antonio Di Palma
Sr Vice President
Sr Vice President
Sr Vice President
Executive Administrator
Managing Director of Operations
Sr Vice President
Financial Advisor
732-528-0880
732-528-0880
732-528-0880
732-528-0880
732-528-0880
732-528-0880
732-528-0880
Sr Vice President
Financial Services Professional
Managing Director
Client & Operations Services
Financial Advisor
800-258-6519
845-338-3415
732-528-0880
732-528-0880
315-507-3366
Horace Potts
Mark D'Annunzio
Financial Advisor
Sr Vice President
561-741-2835
732-528-0880
Drew Tomasko
Ronald Capone, ChFC
Louis Lynch
Financial Advisor
Financial Advisor
Registered Representative800-357-3260
215-935-6016
732-528-0880Peter Leist
Registered Representative
Financial Advisor
732-933-4610
973-867-1390