New Jersey Office

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Matthew Orecchio

Junior Operations Associate

Joy Zaykoski2022-08-04T21:23:48+00:00New Jersey Office, Office Locations, Operations|

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Keith Andreasen

Planning Associate

Joy Zaykoski2022-08-01T15:20:10+00:00Advisory Team, New Jersey Office, Office Locations|

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Molly Rimes

Planning Associate

Joy Zaykoski2022-05-18T15:58:07+00:00Advisory Team, New Jersey Office, Office Locations|

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Tom Kolefas, CFA®, CFP®

Senior Investment Advisor

Joy Zaykoski2022-06-15T15:33:29+00:00Advisory Team, New Jersey Office, Office Locations, Operations|

• 

Carol Brigante

Client Service Associate

Joy Zaykoski2022-04-21T19:34:21+00:00Advisory Support, New Jersey Office, Office Locations|

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Samer Eshmawy, CFP®

Planning Associate

Joy Zaykoski2022-08-22T17:39:46+00:00Advisory Team, New Jersey Office, Office Locations|

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Stephanie H. Spies, CFP®, EA

Financial Advisor

Anna Lui2022-05-06T14:40:44+00:00Advisory Team, New Jersey Office, Office Locations|

• 

Lauren Schwartz

Senior Client Service Advisor

Anna Lui2022-01-01T04:31:40+00:00Advisory Support, New Jersey Office, Office Locations|

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Brian K. Schiess, CFP®, EA

Financial Advisor

Anna Lui2021-09-13T16:51:11+00:00Advisory Team, New Jersey Office, Office Locations|

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Kathleen M. Scala

Client Service Team Lead

Anna Lui2021-01-27T02:48:53+00:00Advisory Support, New Jersey Office, Office Locations|