Meet Our Back Office Team

^{Back Office Team}
Verona & Jefferson

Deanna Goodwin

Operations Manager and Internal Partner to Jim Hughes

Justen Samiljan

New Account Specialist

Emma George

Service Specialist

Laura Shally

Client Relationship Specialist

Elaine Hughes

Operations Support

^{Back Office Team}
Woodbridge, Point Pleasant, Wall, and Washington DC

Catherine Testa

Operations for Danielle Byrd Thompson

Kathleen Hope

Client Relations Specialist to Mike Tancorra & Ryan Mickendrow

Susan Broders

Client Relations Specialist to Douglas Ballard

Rebecca Lynch

Client Relations Specialist to Douglas Ballard

Alison Keller

Office Manager of the Point Pleasant Office, Client Relationship Specialist to Jeffrey & Brian Trause

Amanda Curtin

Producer Marketing Assistant to Paul Santos, Mike Bassett, Dan Williams & Brian Trause

^{Back Office Team}
Marlboro

Patti Dziedzic

Executive Assistant to Scott Klein

Stephanie Ciccone

Client Support Specialist for Jeffrey Langer, Doug Langer, Jeremy Langer & Steve Tenenzapf

Judy Burlew

New Account Specialist for Scott Klein & Mahul, Client Relations Specialist to Mahul Balar

Sue Jones

Client Relationship Specialist

Let's talk about
your goals.

Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.

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Meet Our Back Office Team

Back Office Team Verona & Jefferson

Back Office Team Woodbridge, Point Pleasant, Wall, and Washington DC

Back Office Team Marlboro

Let's talk about your goals.

^{Back Office Team}
Verona & Jefferson

^{Back Office Team}
Woodbridge, Point Pleasant, Wall, and Washington DC

^{Back Office Team}
Marlboro

Let's talk about
your goals.