New Jersey Office

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Molly Rimes

Planning Associate

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

• 

Tom Kolefas, CFA®, CFP®

Senior Investment Advisor

Joy Zaykoski2022-05-09T21:07:14+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|

• 

Eve Kaplan, CFP®

Wealth Manager

Anna Lui2022-02-16T14:49:59+00:00Advisory Team, New Jersey Office, Office Locations|

• 

Samer Eshmawy, CFP®

Planning Associate

Joy Zaykoski2022-04-27T16:03:04+00:00Advisory Team, New Jersey Office, Office Locations|

• 

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|

• 

Kathleen M. Scala

Client Service Team Lead

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

• 

Ashley Santos

Senior Client Service Advisor

Anna Lui2020-06-23T14:09:48+00:00Advisory Support, New Jersey Office, Office Locations|