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Our Values

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.

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 Representatives

Barry Finn

Barry Finn

Financial Services Representative, Special Care Planner

(609) 557-5108

Specialized Support Team

Gerald Silberman

Gerald Silberman

Investment Director

Bellaria Jimenez, CFP®, MBA

Bellaria Jimenez, CFP®, MBA

Certified Financial Planner™ Practitioner

Bruce Bickar

Bruce Bickar

Chief Operations Officer, Agency Supervisary Officer

John Bucsek, CFP®

John Bucsek, CFP®

Certified Financial Planner™ Practitioner

Richard Caruso

Richard Caruso

Vice President of Compliance

Operations Team