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 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....
Financial Services Assistant
Maggie was born and raised in Middlesex County, NJ and now resides in Atlantic Highlands with her fiancé and their dog. She attended Seminole State College in Florida. Her career started at Full Sail University where she worked...