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Value, Delivered.

Value, Delivered.

Our priority is helping you take care of yourself and your family. We want to learn more about you, identify your dreams and goals, and understand your tolerance for risk. Open and honest communication is the cornerstone for a financially successful long-term relationship.

Our clients tell us they feel our passion throughout our process and appreciate our ability to explain the complexities of the financial world as it pertains to their situation. Once they go through our process they feel valued and most importantly, understood. 

Our value proposition is comprised of these four principles: advocacy, intellectual capital, customized planning methodology, and our client experience team. That's value, delivered. 

Integrity

By putting our clients first, we help ensure they are prepared for their financial futures.

Flexibility

Every client is a unique individual with their own unique point of view. We respect that.

Humility

Our clients entrust us with their most important financial decisions. Nothing could be more humbling.

Gratitude

We strive to leave every client's situation better than we found it. It’s the least we can do.

Financial Advisors

Barry Finn

Barry Finn

Financial Services Representative, Special Care Planner

(609) 557-5108

Operations Team

Specialized Support Team

Robert Hagenberg

Robert Hagenberg

General Agent

Fran Naselli

Fran Naselli

General Agent

John Swarts

John Swarts, CPA

Chief Operating Officer - PA

Robert Meara

Robert Meara

Chief Operating Officer - NJ

Michael Taylor

Michael Taylor

Director of Compliance

Vincent Tagliaferri

Vincent Tagliaferri, CFP®

Investment Specialist

Nick Foreman

Nick Foreman, CFP

Financial Planning Analyst

John McCullough

John McCullough, CFP®, ChFC®, CLU®

Advanced Markets Consultant

George Kerschner

George Kerschner, ChFC®, CLU®

Advanced Markets Consultant

Jeffrey  Jenei

Jeffrey Jenei, JD*

Advanced Markets Consultant

Keith Kensey

Keith Kensey, LUTCF, CPFA®

Life Insurance Specialist

Matthew Siegel

Matthew Siegel, CLU®, CHFC®

Life Insurance Specialist

Alessandra  Nicolas

Alessandra Nicolas

Head of Financial Wellness and Benefits

Christopher Kinzler

Christopher Kinzler

Financial Planner

Evan Cleary

Evan Cleary

Home and Auto Insurance Specialist