EGAN LYNCH FINANCIAL GROUP - Key Persons

Conor J. Egan

Job Titles:
  • Partner & Financial Planner
Conor Egan has been helping people achieve their financial goals since he entered the industry in 2007. He is a partner and financial planner at Egan Lynch Financial Group, and works with individuals, families, large and small business, not-for-profit organizations, and local governments. As a CERTIFIED FINANCIAL PLANNER TM professional (CFP®), Conor specializes in comprehensive financial planning, investment management, retirement planning, and financial education. Conor has also earned the Chartered Financial Consultant (ChFC®) and Chartered Retirement Plans Specialist (CRPS®) designations. Conor has a passion for educating his clients and helping them understand complex financial issues. He knows he can make a positive impact on people's lives by helping them get organized, plan for the future, and protect their families. Conor attended Georgetown University, where he received a BA in Economics, and Monmouth University, where he received an MBA. He is securities and insurance licensed in numerous states and is a member of the Financial Planning Association of NJ. Conor grew up on the Jersey Shore and lives in Brick, NJ with his wife, two sons, and dog. He is a director of The People's Pantry, a local not-for-profit organization that provides food and household items to needy families. He has also volunteered with Big Brothers Big Sisters of Coastal and Northern New Jersey and as a mentor in the Monmouth University Leon Hess Business School SEEMA Program. Besides spending time with family and friends, Conor enjoys reading, weightlifting, and cooking. Schedule a meeting or phone call with Conor to learn more about Egan Lynch Financial Group and how he can help you achieve your goals. I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ

Kelly A. Bertolino

Job Titles:
  • Client Services Representative

Kevin E. Lynch

Job Titles:
  • Partner & Financial Planner
Affiliations Former Councilman, Borough of Lake Como, NJ Asbury Park Chamber of Commerce Boys Basketball Coach - H.W. Mountz Grammar School, Spring Lake, NJ BNI - Business Networking International President of BNI Chapter - Belmar, NJ Education New Jersey Institute of Technology, B.S. in Engineering Purdue University, M.S. in Engineering

Matthew R. Egan

Job Titles:
  • Partner & Financial Services Representative

William J. Egan III

Job Titles:
  • Partner & Financial Planner
Affiliations Former Board of Trustees member, VNA Health Group Former Chairman of Planned Giving Committee, VNA Health Group Monmouth University Business Council Monmouth University Blue & White Club Monmouth University Gift Planning Committee Million Dollar Round Table (MDRT) member American Association of Life Underwriters (AALU) member Education Seton Hall University, BA College of Financial Planning Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC [www.SIPC.org] OSJ: 1821 State Route 71 First Floor North Wall, NJ 07719. 732-623-4555. Egan Lynch Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.