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Our Professionals
Sandy Daus
3Director of Operations & Planning
Email Me
~ Colts Neck, NJ
Phone
732-326-5223
Brian E. Patterson, RICP®
1Founder, CEO & Managing Partner CA Insurance Lic. #4313945
Email Me
~ Colts Neck, NJ
Phone
732-326-5214
Michael Maggiore
1Managing Partner & Holistic Financial Coach
Email Me
~ Naples, FL
Visit My Website
Phone
(732) 326-5211
Christian Stine, CFS™
3Senior Portfolio Manager
Email Me
~ Colts Neck, NJ
Phone
732-326-4931
Jonathan Massey
1President & Holistic Financial Coach
Email Me
~ Woodbridge, NJ
Phone
732-326-4913
Kristin E. Rients
3Operations, Marketing & Digital Development Manager
Email Me
~ Colts Neck, NJ
George Osipovitch
1Partner
~ Spring Lake | Wall, NJ
Cliff Schmardel
1Partner
~ Spring Lake | Wall, NJ
Kevin Dolan
1Partner
~ Spring Lake | Wall, NJ
Jeffrey Boyarsky
CLU, ChFC, RICP©
2Financial Consultant, Retirement Planning Specialist & Retirement Income Certified Professional
Email Me
~ Colts Neck, NJ
Phone
(732) 326-5229
Gary Clancy, CFP®
2Partner, Qualified Plan Specialist
Email Me
~ Colts Neck, NJ
Phone
(732) 326-5233
Paul Colte, CFP®
2Partner & Financial Consultant
Email Me
~ Woodbridge, NJ
Phone
(732) 326-5252
Paul Donnelly, ChFC, CLU
2Partner & Qualified Plan Specialist
Email Me
~ Colts Neck, NJ
Phone
732-326-5235
Jay Goldberg
2Retirement Planning Specialist
Email Me
~ Colts Neck, NJ
Visit My Website
Phone
(732) 838-4184
George Kachmar IV
2Financial Consultant
Email Me
~ Colts Neck | Wall, NJ
Phone
(732) 292-3352
Chris Kelly
2Financial Professional
~ Colts Neck | Wall, NJ
Margarita V. Mayor
2Financial Consultant & Retirement Planning Specialist
Email Me
~ Colts Neck | Wall, NJ
Phone
732-292-3341
Kim Moore
3Client Relationship Manager
Email Me
~ Woodbridge, NJ
Phone
732-326-4914
Benedetta Rienzo
3New Account Specialist
~ Colts Neck, NJ
Eric Saenz
2Financial Advisor
~ Colts Neck | Wall, NJ
Phone
732-292-3318
Christine Stradella
3
~ Naples, FL
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