NORTHEAST PRIVATE - Key Persons
Job Titles:
- Managing Partner
- Partner
- Key Business Strategist
Adam Schlossberg, CFP® is the Managing Partner at Northeast Sequoia Private Client Group. He has his Bachelor of Science Degree in Finance and Risk Management from The University of Wisconsin-Madison. Adam has expanded his knowledge and skillset further by obtaining Series 7 and Series 66 licenses. Adam's continued commitment to education ensures that he is current with financial planning news, information, and trends.
Adam is a key business strategist, critical thinker, and financial advisor to entrepreneurs and entrepreneurial-thinking people. He takes a personalized approach by developing, implementing, and monitoring financial and business strategies that meet the different needs of each client. He is always willing to challenge conventional wisdom by thinking outside the box when it comes to investing and preserving wealth.
Adam is a Registered Representative & Financial Advisor of Park Avenue Securities and a Financial Representative of Guardian. AR Insurance License #16689231 CA Insurance License #0I10934
Alessandra Grassi enjoys helping clients enhance their lives and grow their businesses through financial freedom. As a financial advisor at Northeast Sequoia Private Client Group, Alessandra has walked clients through concepts such as cash flow planning, insurance, and investment opportunities. During her twelve years of experience in the industry, Alessandra has gained a passion for pulling people out of difficult situations and watching them come out on the other side with a more robust, more stable financial situation.
Alessandra attended Lehigh University and worked for Deutsche Bank before her position at Northeast Private Client Group. She believes that all clients deserve reliable and careful communication. That is why she has expanded her knowledge and skillset by obtaining her Series 7, Series 65, and Insurance license.
Currently living in NYC, Alessandra enjoys attending the occasional comedy show, taking trips to the beach, and traveling abroad when she can. As a child of an Italian family, Alessandra is also an active member of the Columbus Citizens Foundation, which celebrates the Italian-American heritage found in her community.
As our office's Business Case Manager, Alexandra is the backbone of our insurance department and ensures our clients' financial plans run seamlessly. Her dedication to providing top-notch service is truly commendable.
Alexandra was inspired to join the financial industry by a friend who graduated with a degree in finance and often told her many stories of her work in the industry after graduation. Listening to her friend's stories, Alexandra soon decided to take a finance course herself. When she returned from her study abroad program in London, she signed up for an Introduction to Finance class, and soon decided to make this her major. She received her Bachelor's in Finance from Rider University in 2016 and has been working in the industry ever since.
Our clients know Alexandra as the friendly voice on the other end of the phone, and she greatly enjoys interacting with clients learning about their lives and personal stories. She grew up in the small town of Raritan, New Jersey. Though she loved the close-knit feeling of living in a small town, Alexandra also found it isolating, and now enjoys living in the much bigger Morristown, New Jersey, which is a great central location to reach metropolitan hubs like Jersey City and NYC.
Alexandra has had an interest in photography since she was a child, and has started selling her photographs online. She also enjoys going to the beach, traveling both in the US and to other countries, spending time in nature, and enjoying quality time with family and friends.
Job Titles:
- Client Relationship Manager at Northeast Sequoia Private Client Group
- Client Relationship Manager for Insurance
Anthony Priolo is a Client Relationship Manager at Northeast Sequoia Private Client Group. Anthony's goal is to not only meet but exceed client expectations by offering them a higher standard of service. That is why Anthony focuses on building and strengthening the relationships formed between clients and advisors. This includes implementing and coordinating creative solutions tailored to client requests, life insurance policy servicing, and support in financial plan strategizing.
Anthony attended Georgetown University before pursuing his career in finance. Prior to his role at Northeast Private Client Group, Anthony worked for Barclays and Vornado Realty Trust. During this time, he strengthened his background in finance, accounting, and corporate taxes.
Anthony currently lives in New Providence and enjoys spending his free time watching sports and spending time with his two children and beloved dog, Milo.
Anthony Priolo offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
Job Titles:
- Financial Advisor
- Financial Advisor at Northeast Sequoia Private Client Group
- Registered Representative and Financial Advisor
Austin L. Singer is a Financial Advisor at Northeast Sequoia Private Client Group. After growing up surrounded by the financial industry in Manhattan, Austin found himself inspired by the puzzles of financial problem solving from an early age. Today, he works hard to help bridge the gap between senior advisors, back office, and clients as the first point of contact. His success in helping to set clients on their path towards seamless and sustainable financial advice keeps a smile on his face daily.
Austin graduated from Boston University in June 2021. While a student at Boston University, Austin completed multiple internships and founded two small companies. Austin expanded his skill set by becoming a licensed life, health, and accident insurance producer and is currently obtaining his securities and property and casualty insurance licenses.
Austin lives on Manhattan's Upper East Side and spends his free time auto racing or vacationing with his family.
Austin Singer is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian). AR Insurance License #19931705 CA Insurance License #413361.
Benjamin Bush, CLU® ChFC®, helps entrepreneurs and professionals create a new understanding of how finances work, then deploys strategies designed to allow clients to reach their true wealth potential. By actively listening to clients, Ben develops a genuine understanding of what they want to achieve. A key business strategist and inquisitive critical thinking financial advisor, Ben works to provide clients tailored, thoughtful, and objective advice so they can pursue their passions, goals, and dreams. Ben's firm work ethic and genuine desire to help have provided him opportunities to improve the lives of numerous clients.
Job Titles:
- Client Relationship Manager for Retirement Plans
Beverly Klepper believes the greatest gift to give clients is the confidence that comes from financial stability. That is why she has taken on the role of Client Relationship Manager for Retirement Plans at Northeast Sequoia Private Client Group. She uses her specialized communication skills to build a good rapport with clients and case managers.
Before working at Northeast Sequoia Private Client Group, Beverly attended Fordham University for graduate studies after completing her undergraduate degree in Journalism. Most recently, she served as the marketing and sales lead in a senior healthcare community. Beverly is new to the financial services industry and has relished the knowledge that the firm's services positively impact clients' lives. She has accumulated extensive client service experience and enjoys the challenge of tailoring solutions to each one's unique needs.
Beverly is a believer in feeding both body and soul. She runs and practices yoga and wholeheartedly enjoys a good laugh.
Beverly Klepper offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
Job Titles:
- Chief Investment Officer
- Management
Always looking for answers, always trying to see around corners, Chris' driving force is helping clients take stock of today and help prepare for tomorrow. As the Chief Investment Officer of Northeast Sequoia Private Client Group, Chris Pike is responsible for development and implementation of the firm's investment management strategies.
Prior to joining Northeast Sequoia Private Client Group in 2018, Chris was the portfolio manager of the Shelton Capital Real Estate Income Fund, a position he held since the fund's inception in June 2013. Before that, Chris was the Chief Investment Officer of a registered investment advisor. During that time he had oversite of an investment team managing over $500 million across three publicly listed mutual funds and separate accounts. Earlier in his career, Chris refined his investment and research skills as an equity research analyst at firms such as at Merrill Lynch, UBS, and Wells Fargo Securities. Chris was previously a member of the real estate investment banking team at Goldman Sachs, which focused on the origination and distribution of CMBS securities. A graduate from Rutgers College, he holds FINRA Series 7, 65 and 63 licenses and is a Chartered Financial Analyst®.
Job Titles:
- Financial Advisor
- Financial Advisor at Northeast Private Client Group
Christopher Ransom is a highly experienced financial advisor at Northeast Private Client Group, where his responsibilities include presenting and implementing key business and financial strategies and managing the client's experience with the firm. Chris focuses on developing a deep understanding of what is important to a client's business and personal life to design and implement strategies tailored to those goals and concerns. Each day, he strives to develop a deep understanding of what is important to a client's business and personal life to design and implement strategies tailored to those goals and concerns.
With over 12 years of experience in the financial industry, Chris specializes in Strategic Financial Analysis, Risk Management, Retirement Distribution Analysis and Strategies, Business Continuity Planning, and Business Exit Strategies. Before joining Northeast Private Client Group, Chris worked at The Guardian Life Insurance Company of America, where he worked on the team responsible for developing The Living Balance Sheet®. Chris' tenure with Guardian sought to provide technological solutions to help advisors demonstrate financial concepts and provide deep strategic analysis, coupled with powerful organizational tools for clients. Chris is motivated by meeting new people from different walks of life and helping them achieve their goals and addressing their concerns. He obtained the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services and a Bachelor of Science in Finance from Syracuse University.
By building strong relationships with clients and tapping into a greater network of professionals, Chris aims to elevate and improve client's financial life, so they feel empowered to pursue their passions. He enjoys helping people and solving problems, and he is energized by developing relationships with others. When it comes to his job, Chris most enjoys getting to work with and help people intimately.
He believes that the greatest value he provides for his clients is clear, concise communication coupled with practical and eye-opening financial strategies. Chris lives in Berkeley Heights, NJ with his wife Cristina and their son Henry. In his free time, he enjoys playing and collecting electric and acoustic guitars, playing music with other musicians, cooking, woodworking, and watching the New York Jets.
Job Titles:
- Director of Qualified Plans at Northeast Sequoia Private Client Group
Christopher Viola is the Director of Qualified Plans at Northeast Sequoia Private Client Group and has been working in the financial industry for six years, originally at JP Morgan Chase. He was inspired to pursue a career in financial services due to his fascination with the financial markets, coupled with his innate desire to help people. Chris specializes in retirement planning, investments and insurance with a unique ability to deliver individual attention and superior customer service.
Chris is from Westchester, New York but currently resides with his family in Chatham, New Jersey. In his free time, he enjoys reading, basketball, football and weight lifting.
Job Titles:
- Financial Advisor
- Financial Advisor at Northeast Sequoia Private Client Group
As a Financial Advisor at Northeast Sequoia Private Client Group, Ethan Denenberg works alongside senior financial professionals to strategize long-term financial strategies and provide a smooth and engaging client experience. He understands that no two lives are the same, so his approach includes listening in detail to each client's situation and creating a personal strategy. Ethan specializes in client onboarding and retirement strategies and hopes to provide clients with a reassuring voice and long-term values.
Ethan graduated Magna Cum Laude from Colgate University in 2021 with a Major in History and a Minor in Political Science. He later obtained his Life and Health Insurance producer license, passed the Securities Industry Essential exam, and is currently studying for his Series 7. Ethan interned at Northeast Sequoia Private Client Group to gain industry experience before joining the team as an Associate, and now as a Financial Advisor.
Growing up in Short Hills, New Jersey, Ethan was raised with a strong community spirit. That is why he makes it a mission to build friendships with his clients and act as a reliable resource. He now resides in West Orange, where he studies history, travels, and watches sports in his free time.
Job Titles:
- Business Case Manager for Insurance
Giannina has been working in the financial industry for over five years, with previous experience spent working in the finance departments of Camin Cargo Control and the town hall of Livingston. She oversees the management process of assessing and facilitating our clients' cases, as well as admitting new clients and suggesting process improvements for our company as a whole.
Giannina is motivated by the power of learning and growth, and is passionate about self-improvement. This passion has driven her in her career, as she seeks to help our clients receive the knowledge they need to grow and improve in their financial lives. She loves the fast-paced, challenging nature of the financial industry, as it is constantly testing her and encouraging her to learn new things. She is a social person and loves talking to people, so interacting with clients is always one of her favorite parts of the job.
Born in Peru, Giannina and her family came to the United States when she was 13 years old. At the time, they had nothing but the goal of achieving the American Dream, and a commitment to putting each other first. The hard work of her parents, Nina and Beto, in building a life in America inspired Giannina from a young age. They and her big brother, Franco, have always cheered her on in striving to reach her goals. She considers her mother to be her example in everything, especially in how to be a strong woman.
Giannina currently lives in New Jersey, where she loves reading, going to the gym, and playing volleyball. Spending time with her dogs and dancing bring her joy and peace in her life, and you'll often find her dancing salsa and doing Zumba.
Giannina received her Bachelor's degree in Business Management from Rutgers Business School and is currently finishing her Master's degree in Finance through Eude Business School in Madrid, Spain.
Job Titles:
- Associate at Northeast Sequoia Private Client Group
- Client Service Associate
Giuseppe Vecchiarelli is a Client Services Associate at Northeast Sequoia Private Client Group. Inspired by his father, who has been in the wealth management business for 28 years, Giuseppe has been involved in the financial industry for six years.
Upon graduating from St. Francis College, he went to work for J.P. Morgan Bank before beginning his career with Northeast Sequoia Private Client Group. Giuseppe is SIE certified and series 6 and series 63 licensed. For Giuseppe, getting to know clients and providing them with stellar customer service is the best part of his job.
Giuseppe was born in Brooklyn, New York but now resides in Staten Island. In his free time, he can be found playing sports with friends, playing video games, and taking his dog for walks in the park.
Job Titles:
- Associate at Northeast Private Client Group
- Financial Associate
As a Financial Associate at Northeast Private Client Group, James helps clients with retirement planning, investments, and portfolio analysis. He has been in the financial services industry for over three years, having previously worked at Morgan Stanley as an intern and Merrill Lynch as a client associate. Most recently, he served as a Merrill Financial Solutions Advisor at Merrill Lynch.
James graduated from Seton Hall University in 2021 with a bachelor's degree in finance & information technology management, a minor in wealth management, and a business analytics certificate. He is also licensed, holding the Series 7 & 66 securities licenses. His specialty is in retirement planning, where he has created hundreds of wealth plans for clients in retirement, near retirement, and those who are just starting to save. James analyzes their current financial situation, taking into account their goals, dreams, and aspirations, to ensure they can afford the lifestyle they desire in retirement.
He currently lives in Fanwood, New Jersey, and he enjoys playing hockey and traveling in his free time. James' personal life mission is to visit all the U.S. National Parks.
Job Titles:
- Administrative Assistant
- Administrative Assistant at Northeast Private Client Group
Karina serves as an administrative assistant at Northeast Private Client Group. Prior to beginning her career in the financial services industry, she obtained her bachelor's degree in business administration with a concentration in management from Montclair State University.
When it comes to her job, what Karina enjoys the most is the people she works with. They provide a positive work environment, which makes her look forward to coming to work every day. Karina believes the greatest value she provides for clients is clear communication. She strives to be dependable and helpful, and clients often tell her that she has exceeded their expectations in these areas.
Karina currently lives in Newark, New Jersey, and she is grateful to have a supportive family who wants her to be happy in what she is doing. In her free time, Karina enjoys reading, spending quality time with loved ones, and traveling.
Job Titles:
- Client Group 's Director
- Director of Wealth Management
- Member of the Board of Trustees at Franklin & Marshall College
Kathy Hay serves as Northeast Private Client Group's Director of Wealth Management. In her role, Kathy is responsible for managing and cultivating relationships for Northeast Private Client Group.
Kathy has previously worked at some of the biggest names in the financial industry including JP Morgan, Lehman Brothers, Goldman Sachs, and PNC Financial. She earned an MBA in Finance from The Wharton School, a BA in Economics from Franklin & Marshall College, and is Series 7 licensed.
As a financial professional with experience in sales, trading, and research, Kathy has an in-depth knowledge of complex investment products and understands the importance of client-focused solutions. Thriving lifelong clients, who are free to pursue their interests, is her objective.
When she is not working, Kathy is an active member of the Board of Trustees at Franklin & Marshall College, the Chairperson of Stewardship at Wyoming Presbyterian Church, and President Emeritus of the Board at Family Promise of Essex County.
Job Titles:
- Agent
- Associate
- Associate at Northeast Sequoia Private Client Group
Lucas Murphy is an Associate at Northeast Sequoia Private Client Group. Lucas aids Lead Advisors by preparing them for meetings and is the main point of contact for clients. He is motivated by the high-trust relationships he has formed with the clients who rely on him and the joy that comes from watching those clients succeed. Lucas specializes in insurance and finds fulfillment in helping clients protect their lives and their estates.
From growing up and seeing his father work hard in the financial industry to finding inspiration to open his first brokerage account, Lucas has spent most of his life learning as much as he could about the financial world. He eventually attended the Shack Institute of Real Estate at NYU before becoming a full-time member of Northeast Sequoia Private Client Group in 2020.
Lucas currently resides in Short Hills, New Jersey, where he enjoys learning lessons in antiquity, reading philosophy, and discovering new restaurants in town.
Lucas Murphy is an agent of Northeast Sequoia Private Client Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4136324
Job Titles:
- Chief Executive Officer
- Partner
Job Titles:
- Chief Administrative Officer
- Chief Administrative Officer at Northeast Private Client Group
Maureen (Motherway) Casey is the Chief Administrative Officer at Northeast Private Client Group. Through cultivating personal relationships with our clients, she keeps them connected on every level of the firm. Committed and caring, she provides personalized, authentic solutions. She strategizes, consults and implements plans as part of the senior management team and plays an integral role in supporting the CEO.
Prior to joining Northeast Private Client Group, Maureen served as an office manager, business owner, and national advertising coordinator. She was inspired to pursue a career in financial services to apply her broad knowledge to help others succeed. She holds a bachelor degree in communications from the University of Rhode Island.
Originally from Rhode Island, Maureen currently resides in Montville, New Jersey. She has four children and in her free time enjoys biking, hiking and reading.
Michael Millman, Financial Advisor, takes a philosophical, perceptive, and nuanced approach to wealth building. He is a fourth-generation financial advisor who not only helps clients perfect their "financial swing," but deeply develops relationships to last a lifetime. Michael is an innovative thinker who loves to look outside the box and between the numbers so his clients can achieve what they thought to be impossible.
A graduate of The University of Miami School of Business Administration, Michael has specialized knowledge in advanced case design, insurance, investments, estate planning, and business growth strategies. Michael is on the forefront of the latest strategies, techniques, and technologies to ensure that clients' plans are always taking advantage of an ever-evolving environment. He is Series 7 and Series 66 licensed, and also holds life, health and long-term care insurance licenses in all states. He is a Registered Representative & Financial Advisor of Park Avenue Securities as well as Financial Representative of Guardian. His CA insurance license is #0M25569.
Michael is an avid scuba diver and enjoys hiking, running, and competing in various fitness challenges. He is also a certified personal trainer who loves to work out and design fitness and nutrition plans. To relax, he enjoys reading, meditating, and discovering new music.
As a Client Service Associate at Northeast Private Client Group, Mitchell's responsibilities include preparing investment applications, providing services to plan participants and trustees, and managing the setup and transition process. He has been working in the financial services industry for over 4 years, and before that, he worked in corporate debt restructuring.
What motivates him is creating win-win solutions for people, and he loves working with his team to provide top-quality services for their client base. Mitchell obtained his Bachelor of Science in Business Management and Entrepreneurship from Kean University, and he is also licensed to produce life insurance in the state of New Jersey.
When it comes to his job, Mitchell most enjoys working with his team. The team always develops new and efficient ways to solve tasks, and he finds that to be incredibly rewarding. The greatest value Mitchell believes he provides clients is making sure that the paperwork for their future plans is handled properly. He specializes in investment processing, and he always strives to make sure clients feel confident about their investments.
Mitchell currently lives in Woodland Park, New Jersey, and he is very close with his family. His parents and two younger brothers enjoy spending time together, and they push Mitchell to provide the best for others. In his free time, Mitchell enjoys reading, working out, and going to the beach.
Pablo has been in the financial industry for 3 years and is a financial professional here at Northeast Private Client Group. He provides our head advisors with support by assembling financial strategies and preparing illustrations that help our clients to envision their plans in action. Prior to joining Northeast Private Client Group, Pablo worked at Creative Financial Planning, Inc., and attended William Paterson University, where he received his Bachelor's degree.
Pablo's interest in financial strategies is centered upon an interest in helping others and giving back to his community. He is passionate about maintaining an ethical approach in every client interaction, and is committed to always putting his clients' needs first. Few things are more gratifying to him than hearing clients tell him the difference that our financial services have made in their lives.
Pablo was born in and continues to reside in Woodland Park, NJ. He is the youngest of three children, and the only son. He enjoys playing sports, attending concerts, and making his own music. He also likes to read, especially in an effort to expand his knowledge of finance, and play video games.
In addition to his degree, Pablo also holds his Life Producer License and Accident and Health License.
Job Titles:
- Medical Director
- Medical Director at Northeast Private Client Group
As our Medical Director at Northeast Private Client Group, Dr. Rugg ensures that clients' medical history is accurately documented and kept confidential throughout the underwriting process.
Dr. Peter Rugg is Board Certified in Internal & Emergency Medicine. He graduated with honors from University of Massachusetts School of Medicine in 1982 and has been practicing in Holden, MA for more than 38 years. Dr. Rugg is also the founder of Rugg Wellness.
Peter is eager to share his passion for a healthy lifestyle incorporating healthy food choices, supplementation, exercise, self-care, and sleep to increase our health span not just our lifespan.
Job Titles:
- Director of Client Relations
Motivated by the experience of helping others find personal and financial success, Ryan has taken on the role of Director of Client Relations for Northeast Private Client Group. He is responsible for coordinating client onboarding and servicing.
Ryan graduated from William Paterson University, where he received his bachelor's degree in Economics and History. His passion for helping people find financial confidence and stability led him to discover the financial service industry. Ryan is eager to continue gaining wisdom to make a positive impact in the lives of our clients.
Ryan enjoys hiking, going to concerts, and playing guitar in his spare time.
Ryan Casey is Series 7 licensed and offers support to our registered representatives.
Job Titles:
- Business Development Manager
Business Development Manager, Stephanie Bush cultivates life-long relationships with clients by serving them with an attentive, organized and personal approach. She provides clients greater confidence as she supports them in completing their financial and insurance strategies. As the primary liaison between clients and carriers throughout insurance underwriting, she focuses on seamless progression and quick turnaround times with open communication.
Since 2004, Stephanie has been working in client cultivation and service, and she began work in the financial industry in 2014 when she joined Northeast Private Client Group. She previously worked at A-T Children's Project and The Brooklyn College Foundation. She completed a Bachelor's degree in International Relations from Boston University and later a Master's degree in Public Administration from Florida Atlantic University.
Stephanie and her husband, Ben, live in Westfield, New Jersey, with their two children, Layla and Ethan. She enjoys exercising, reading, singing and spending time with family and friends. She actively supports The Children's Heart Foundation, an organization that has personal importance to her own family.
Job Titles:
- Chief Operating Officer
- Chief Operating Officer for Northeast Private Client Group
As the Chief Operating Officer for Northeast Private Client Group, Steven Scotese is at his best when working alongside clients. Dedicated to delivering thoughtful, prompt and personalized solutions, he specializes in helping clients execute and navigate carefully crafted strategies for reaching their personal and financial goals. Steven oversees the planning and meeting preparation process for the team of financial professionals, and he supports founder and CEO, Mark Murphy. He strives to deliver an unparalleled client experience, working to ensure that all of his clients receive the highest level of attention, care and service.
After graduating from Rutgers University with a Bachelor's degree in Economics, Steven began working with Northeast Private Client Group in 2014. He holds Life and Health Insurance licenses with a concentration in advanced case design and comparative analysis strategies for financial solutions, deferred compensation and employee retention benefits, retirement strategies and income projections.
Steven aims to be a support and guide to those closest to him every day. He constantly looks for opportunities to improve and learn from others. He loves working in a field where he gets to see people's lives improve as a result of his work.
Job Titles:
- Chief Financial Officer
- Chief Financial Officer at Northeast Private Client Group
Sweta Shah, Chief Financial Officer at Northeast Private Client Group, smoothly manages the firm's finances and budgeting oversight. Sweta is goal-oriented and aims to succeed in her duties with professionalism and efficiency at the forefront of her mind. She is dedicated to earning and keeping the trust of her team members through creating personal connections.
Prior to working at Northeast Private Client Group, Sweta graduated with a bachelor's degree in finance from Rutgers University. There, she was inspired to pursue a career in finance because of opportunities to work with a broad range of clients and colleagues, across geographies and industries. Her work in finance has brought her diverse experiences. She previously worked as the financial coordinator for City College of New York and the branch operations manager for Santander Bank.
A gifted communicator, Sweta can walk into any situation and find a human connection with others. She values the challenges her job provides, always striving to break barriers, solve problems and make a difference in the lives of others.
As a Financial Professional at Northeast Private Client Group, Tyler provides a high level of service for our clients and supports our team of senior advisors through strategy implementation and meeting preparation. He's worked in the financial industry for four years and interned with both Invictus Wealth Management and International Planning Alliance. He also spent time as a financial professional at Barnum Financial Group prior to joining our firm.
Tyler attended Arcadia University in Glenside, PA, where he received a BA in Business Administration with a dual concentration in Finance and Economics. He graduated in 2021, and also received his Life, Accident and Health Insurance license in the same year. He is passionate about the work we do here and making a positive impact in our clients' lives. His attention to detail helps our team design customized financial strategies that fit our clients' unique needs.
Tyler was born and raised in Freehold, New Jersey, and continues to live there. In his free time, he enjoys golfing, attending sporting events, spending time with his family, and traveling whenever the opportunity arises.