Team
Joe Bonfiglio, CFP®
(732) 772-9725
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...
Chris Bonfiglio
Wealth Management Advisor
732-772-9725
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...
Kathy Holobowski
Client Relations Manager
732-772-9725
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...
Stacey Hynes
Client Services Manager
732-772-9725
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....