WEALTH BY DESIGN - Key Persons
Job Titles:
- Financial Planner and Risk Management Specialist at Wealth
- Risk Management Specialist & Financial Planner
Bryan is a Financial Planner and Risk Management Specialist at Wealth by Design.
As a financial planner, he focuses working with clients such as:
Millennial couples establishing their financial foundation
Families planning their generational wealth
Business owners seeking to stay & grow or those rich & ready to go
In addition to his work as a financial planner, Bryan is the Risk Management Specialist. Here, he assesses the need, provides a detailed review of current coverage and compares alternatives to improve coverage or lower cost.
Bryan has been with Wealth by Design since 2016. He began as a financial planning analyst, responsible for developing engagement proposals and comprehensive financial plans. This provided several years of technical training experience in the various areas of financial planning.
Education:
Masters, Taxation - Fordham University
Bachelor of Business Administration, Finance & Economics - Temple University
Job Titles:
- Office Administrator
- Group Benefits & Medicare Specialist
Cathy is an Office Administrator working directly with Jo Ann. She upkeeps and organizes client information for small groups and individuals, and comes to us with experience in administration in the finance field.
Job Titles:
- Executive Assistant & Insurance Service Specialist
Cheryl is our client's personal service concierge who is often the first point of contact to handle service-related matters as well as managing the many daily administrative functions. She has been the practice's executive assistant and the voice you hear when you call in since 1999. Prior to joining the team, Cheryl worked as an accounting clerk at an educational seminar company with a focus on processing accounts receivable and payable.
Cheryl lives in West Milford, NJ with her husband Ed. They have two adult children, Edward and Juliana. She keeps a busy life now as a proud grandmother. Her hobbies include playing bingo and cooking.
Job Titles:
- Managing Partner & Financial Planner
- Registered Representative of Lincoln Financial Advisors
Craig is the founding Managing Partner and a Financial Planner at Wealth by Design. In business since 1995 with the same firm, Craig works primarily with business owners and executives helping to transition them from late-stage accumulation into distribution mode as they monetize their life's work and seek to enjoy their financial independence. He is often asked to engage with the entire family to communicate expectations related to generational wealth planning strategies as well as to better prepare them to become good stewards of their wealth, not just the money.
Craig graduated with honors from the University of Maine earning a Bachelor of Science Degree in Business Administration with a double concentration in Finance and Management. He has secured the following designations:
CERTIFIED FINANCIAL PLANNER™ professional
Chartered Retirement Planning Consultant
Certified Business Exit Consultant®
He has previously served as the Managing Principal for the NY/NJ Metro Region responsible for recruiting, coaching and training planners and their staff. He has also held the positions of Investment Coordinator and Compliance Officer. He is known to be a thought leader as well as a sought-after presenter and has spoken at numerous national conferences, local meetings and virtual presentations for Lincoln Financial Advisors (LFA). Craig has also been invited to speak at national industry meetings such as the Financial Planning Association® as well as been interviewed on talk radio station WOR 710.
Craig's commitment to excellence, lifetime learning and continued giving back include:
Craig resides in Morris Twp., NJ with his family. He is the acting Treasurer in the historic Washington Valley Home-Owners Association. He supports his Alma Mater through active donations to a NJ based scholarship fund and served as a board member of the NJ UMaine Alumni Association. He enjoys volunteering his time for many other rewarding causes such as coaching his daughter's soccer team. Hobbies and interests include travel, fitness, wine, snowmobiling, motorcycle riding, wood working, fishing, raising chickens, bee keeping and gardening.
Craig Bartlett is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Wealth By Design LLC is not an affiliate of Lincoln Financial Advisors. CA Insurance License # 0D948402
Job Titles:
- Financial Planning Manager
Emilie's primary responsibility is to assist the financial planners in drafting personalized financial plans for clients. She keeps a strong focus on each client's goals and objectives to produce comprehensive design alternatives to guide their overall financial trajectory. Entering the financial planning profession in 2008, she has set high expectations for providing clients with the information and visuals needed to help them make well-informed decisions that seek to have a positive impact on achieving their goals.
Prior to joining the team, Emilie supervised a team of associate advisors and worked as a direct client relationship lead and holistic planner. This position allowed her to become versed in many facets of client service and has kept her striving to provide an exceptional experience for both clients and colleagues. Emilie has an extensive background in working with multiple financial planning platforms and software programs which have provided her with a deep understanding of how to best illustrate clients' retirement, investment, estate, and other specific lifetime financial goals.
Emilie attended AIB College focusing her studies in Business Administration and Financial Planning. She will be working towards various designations in the near future to help expand in her key knowledge areas to better serve our clients.
In her free time, she is focused on keeping up with her four young kids: Kyson, Landry, Tealynn, and Everett. She and her husband, Kyler, reside in Polk City, Iowa - Go Hawkeyes! Emilie enjoys taking family road trips and spending as much time outdoors as Iowa weather permits. As a family, they have a goal to visit all 50 states together. She is active in her community and serves as a board member for her church's preschool and as a voluntary Sunday school teacher.
Job Titles:
- Managing Partner & Financial Planner
Jason is a Managing Partner and a Financial Planner at Wealth by Design. Jason's primary areas of focus are retirement and investment planning as he helps his clients prepare for and ultimately successfully transition into retirement. Jason works alongside Nicholas Petriello in designing and implementing investment strategies for their clients. He also plays an important role in the due diligence process of various investments and investment products. Jason is influential in managing current client relationships as well as securing new client relationships and centers of influence.
Jason joined Wealth by Design as a Para-Planner in 2007 where his role was developing personalized financial plans, researching specific client issues and staying current with the ever-changing planning strategies and economic environment. He gained a tremendous amount of knowledge, skills and experience that enhance his ability to serve clients as their Financial Planner today.
Jason graduated with Magna Cum Laude honors from Seton Hall University where he earned a Bachelor's of Science in Business Administration with a concentration in Finance along with a minor in Psychology. He has secured the following designations:
CERTIFIED FINANCIAL PLANNERTM certification (CFP® certification)
Chartered Retirement Planning Consultant (CRPC®)
Jason has attended the Institute for Preparing Heirs at Pepperdine University in Malibu, California where he received a certificate of completion in the course. This course was specifically designed to equip Jason with the tools needed to help clients transition their wealth to the next generation as well as how to properly prepare their heirs to successfully receive the wealth and become good stewards. CA Insurance License # 0K92880
Jason and his family reside in Lincroft, NJ. He is a first generation American and is fluent in Portuguese. Jason is an avid sports fan and his favorite sports are hockey, football and soccer. He played for the Seton Hall University Ice Hockey team, where he also served as a team captain. He loves the beach and traveling.
Job Titles:
- Group Benefits & Medicare Specialist
- Group Benefits Specialist
Jo Ann is the Group Benefits Specialist working directly with our business owner clients. She takes great pride and responsibility in nurturing her clients and providing tailored solutions to implement group benefit programs that work. She has over 25 years of experience holding positions on both sides of the desk. Jo Ann began her career as a Human Resources Manager - providing the foundation and understanding to deliver group benefit advice as a consultant and broker.
Job Titles:
- Insurance Support Specialist
Kacey's main responsibility is working closely with clients to implement new life, disability and long-term care strategies in accordance with their Financial Plan. She gathers necessary information, populates forms and provides either paper or preferably DocuSign forms to get the process started. Kacey also keeps clients well-informed along the way as to their approval status.
Prior employment included working in the daycare center of Hackensack Medical Center where she watched the children of hospital staff. Kacey graduated with a Bachelor of Arts in Literature from Ramapo College of New Jersey.
In her spare time, she enjoys traveling in her family's RV and kayaking.
Job Titles:
- Retirement Plan Specialist
- Specialist
Kevin Mundy is an experienced retirement plan specialist who specializes in servicing our group retirement plan clients. This entails providing due diligence, design, benchmarking, employee education, and fiduciary compliance of the plans for the benefit of the business owner. He constantly studies the marketplace, including keeping current with tax-law changes as they relate to group retirement plans, working closely with several plan sponsors to understand their investment platform offerings, and coordinating efforts with Third Party Administrators (TPAs) to help keep our plans on the cutting edge and in compliance.
His goal is to ensure that each client maintains a quality retirement plan solution tailored to their needs and ensures the various required services are being provided at a reasonable cost. In addition, he takes the lead when hosting participant education meetings to empower them to take charge of their retirement savings so that one day, they will be able to "retire their way."
In business since 2007, Kevin has had the experience of navigating many different financial, economic, and retirement environments. He has previously worked with prominent financial firms such as Merrill Lynch, Equitable, Cafaro Greenleaf (now a OneDigital company), Ascensus (formerly ExpertPlan) and UBS. He has held roles such as retirement plan wholesaler, plan advisor, and senior relationship manager. Each of his roles has allowed him to develop into the experienced professional he is today when it comes to being a trusted resource to employers, plan participants, plan sponsors, TPAs, and other professionals in the industry.
Kevin received his Bachelor of Arts from Richard Stockton College. He was born and raised in New Jersey and currently resides in Tinton Falls, NJ, with his spouse. He is a proud father to twin boys and very active with their athletic programs (football & wrestling). He volunteers his time to help support them as a back-up coach for wrestling and time/scorekeeper. Kevin enjoys running, spending time with family & friends, and playing Texas No Limit Hold Em Poker. CRN-6089659-111023
Job Titles:
- Financial Planner and Investment Specialist
- Investment Specialist
- Investment Specialist & Financial Planner
Mike is a financial planner and investment specialist who is responsible for helping clients outline their financial plan, paying special attention to important life milestones. He works closely with other client advisors (CPA, attorney, etc.) to ensure goals and objectives are shared and aligned.
As an investment specialist Mike is part of the Wealth By Design investment committee which is responsible for researching opportunities and preparing portfolio recommendations. Additionally, he takes lead on conducting investment reviews with clients to confirm their expectations continue to be calibrated to their forward-looking goals.
Prior to joining Wealth By Design, Mike worked 16 years at Merrill Wealth Management, most recently holding the position of Wealth Management Specialist. During his tenure, he developed and refined his skills in the investment and retirement planning area with plans to further expand into estate and asset protection, charitable planning and business owner continuity and succession.
Mike graduated from St. Bonaventure University where he earned a Master of Business Administration and Bachelor of Business Administration both with a concentration in Accounting/Finance. He also achieved an industry designation of Chartered Retirement Planning Counselor (CRPC ®) which denotes expertise in helping clients develop a roadmap to retirement income.
Mike currently resides in Wayne, NJ with his wife, two kids and family rescue dog. He grew up in Buffalo, NY before moving to New Jersey in 2001 but remains a diehard Bills and Sabres fan. Mike is very active in the hockey community as a coach, official and director of a Learn-to-Play program. He is an avid runner (having completed two marathons) and enjoys golf and cooking (especially BBQ smoking).
Job Titles:
- Managing Partner & Director of Investment Planning
- Managing Partner and Director of Investment Planning for Wealth
Nick is the Managing Partner and Director of Investment Planning for Wealth by Design. Nick started in business in 2000 with a primary responsibility of designing and implementing investment strategies. Each client situation receives a thorough analysis of their existing portfolio and personalized recommendations designed to maximize investment returns for the amount of risk taken. Portfolios are designed to be predictable, low cost and tax efficient.
Nick has been researching and managing investments since 1995 and was previously employed as an investment research analyst with Donaldson, Lufkin & Jenrette, where he was part of the number one ranked restaurant team, performing extensive research on publicly traded restaurant companies. He started his career as an investment research analyst with Brown Brothers Harriman & Co. where he performed research on various industries including heavy machinery, specialty chemicals and railroad companies.
Nick graduated Magna Cum Laude from Seton Hall University with a Bachelor of Science Degree in Finance and a minor in Mathematics. He has earned his Chartered Financial Analyst (CFA) designation from the Association of Investment Management and Research, the globally recognized standard for measuring the competence and integrity of financial analysts. Nick has also earned the Chartered Retirement Planning Consultant (CRPC®) designation from the College of Financial Planning. Nick has been invited as a presenter and has spoken at several national conferences and videolincs for Lincoln Financial Advisors (LFA).
Nick is a long-time member of the Association of Investment Management and Research (AIMR) and the New York Society of Security Analysts (NYSSA). CA Insurance License # 0F14018
Nick resides in Holmdel, NJ with his two daughters Angelina and Adriana, and two dogs.
Job Titles:
- Investment Support Specialist
Nicole's main responsibility is working to implement investment planning strategies and follow through on the continued administrative management of our client's investment accounts. This includes obtaining the required paperwork to establish new accounts, completing transfers, handling deposits and withdrawals as well as other administration of investment accounts.
Nicole graduated with a Bachelor's of Fine Art degree from the Fashion Institute of Technology, with a major in Fashion Design and a minor in Art History.
Job Titles:
- Financial Planning Manager
Paul's primary area of focus is managing the process of creating personalized financial plans strategically designed to improve the probability of accomplishing each client's unique goals and objectives. Paul's experience is centered on developing tangible solutions for;
Paul has been married since 1992 to Sandra and telecommutes from Naples, FL. In his free time, he is an avid golfer and enjoys volunteering with his community organizations. Paul's professional and personal philosophy can be summed up as follows: The creative mind that is constantly learning opens the path to new, powerful thinking.
Paul maintains his CFP, CPWA, and CTEP certifications and only provides administrative services to LFA financial planners and professionals. He is not registered with Lincoln Financial Advisors (LFA), and not licensed to provide brokerage, investment advisory, or financial planning services to an LFA client. CRN-6444559-022924