Broker Check

Team of Professionals

Team of Professionals

Beth Watkins

New Business Associate - Fairfield

973-575-3023

[email protected]

Brandon Koser

Practice Development Specialist

732-751-6150

[email protected]

Danielle Chiarella

Marketing Coordinator - Wall Township

732-751-3037

[email protected]

Denise Gavin

Agency Bookkeeper

(732) 751-3073

732-751-3099

[email protected]

Douglas Berry

Director of Financial Planning

732-751-3026

[email protected]

Jake Furrule

Office Assistant - Wall Township

731-751-3000

[email protected]

Jamie Betar

Benefits Director, Registered Representative

732-751-3040

208-728-0673

[email protected]

ROLES & RESPONSIBILITIES As the Benefits Director, my purpose is to collaborate with firm management to provide specialty services, which support the firm’s business plans and objectives. I educate and train producers on the...

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Kathryn Clarke

Markeing Coordinator, Contracting Coordinator - Fairfield

973-439-6053

[email protected]

Lisa Daley

New Business Associate - Wall Township

732-751-3000 x5132

[email protected]

Liz Czopek

New Business Associate - Fairfield

973-575-3037

[email protected]

Marie Buchicchio

Director of Client Experience

973-439-6028

[email protected]

Matthew Siegel

Brokerage Director, Investment Advisor Representative

732-919-6195

732-938-5266

[email protected]

Robert Meara

Director of Operations

732-919-6986

(973) 882-7565

[email protected]

Robin Guiro

Agency Licensing and Recruiting Coordinator

732.751.3036

732-751-3099

[email protected]

Sarah Downs

Director of Client Experience - Wall Township

732-751-3000

[email protected]

Vincent M. Tagliaferri, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ professional, Registered Principal

973-227-8800 ext. 3248

(973) 882-7565

[email protected]

Vince has over 20 years of experience as a Financial Planner with an expertise in investment case design and portfolio construction. He develops and monitors investment portfolios that are cumulatively worth over 5 billion in assets....

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