Broker Check

Our Financial Professionals

About Us
A Team That
Understands You

We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992. We provide education, guidance and ongoing support to the individuals, families and businesses in our communities. We believe in better serving our clients through our commitment to continuous growth and professional development. We build lasting relationships with our clients to create a course of action that helps meet their needs today and into the future.

Partners 
Verona, NJ & Jefferson, NJ Offices

James Hughes

James Hughes

Founder and Managing Partner

Dan Holdt

Dan Holdt

Senior Partner

John Peracchio

John Peracchio

Founding Partner

Joseph Plourde

Joseph Plourde

Founding Partner

Michael Schiller

Michael Schiller

FINANCIAL ADVISOR

Partners 
Woodbridge, NJ Office

Michael Tancorra

Michael Tancorra

FINANCIAL ADVISOR

Ryan Mickendrow

Ryan Mickendrow

Founding Partner

Michael Bassett

Michael Bassett

FINANCIAL ADVISOR

Long Ngo

Long Ngo

FINANCIAL PROFESSIONAL

Partners 
Point Pleasant, NJ Office

Jeffrey Trause

Jeffrey Trause

FINANCIAL ADVISOR

Brian Trause

Brian Trause

FINANCIAL ADVISOR

Thomas A. Comer, CFP®

Thomas A. Comer, CFP®

FINANCIAL ADVISOR

Partners 
Marlboro, NJ Office

Scott C. Klein, CFP®

Scott C. Klein, CFP®

FINANCIAL ADVISOR

Mahul J. Balar, CFP®

Mahul J. Balar, CFP®

FINANCIAL ADVISOR

Jeffrey M. Langer

Jeffrey M. Langer

FINANCIAL ADVISOR

Steven Tenenzapf

Steven Tenenzapf

FINANCIAL ADVISOR

Partners 
Washington DC Office

Danielle Byrd Thompson, MBA

Danielle Byrd Thompson, MBA

FINANCIAL ADVISOR

Partners 
Wall, NJ Office

Douglas Ballard

Douglas Ballard

FINANCIAL ADVISOR

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.

Thank you!
Oops!