About Joe Bonfiglio I work comprehensively with my clients wealth management plans. I utilize a disciplined approach with a document that addresses eight wealth management issues research shows are most important for families to plan for...
Wealth Management Advisor
Chris has an MBA from Fairleigh Dickinson University and a Bachelor’s in Business Administration from Iona College. At Iona, Chris competed in the National College Fed Challenge, researching and presenting policy decisions of the...
Client Relations Manager
Kathy has an MBA from Montclair State University and a Bachelor’s in Finance from the University of Delaware. Kathy was a marketing manager with AT&T for nearly 15 years. She then chose to stay at home to raise her 2 children for...
Client Services Manager
Stacey was born and raised in Monmouth County, NJ and resides in Hazlet with her husband and two children. After attending Mater Dei Prep High School in Middletown, she went on to earn a BA from Monmouth University in West Long Branch....