Associates

 
  • Brian E. Patterson, RICP®

    Brian E. Patterson, RICP®

    Founder & CEO

    Woodbridge,NJ
  • Michael Maggiore

    Michael Maggiore

    Managing Partner

    Woodbridge,NJ
  • Jonathan Massey

    Jonathan Massey

    President & Financial Coach

    Woodbridge,NJ
  • Paul Colte, CFP®

    Paul Colte, CFP®

    Senior Vice President

    Woodbridge,NJ
  • Gary Clancy, CFP®

    Gary Clancy, CFP®

    Partner, Qualified Plan Specialist

    Woodbridge,NJ
  • Paul Donnelly, ChFC, CLU

    Paul Donnelly, ChFC, CLU

    Partner, Qualified Plan Specialist

    Woodbridge,NJ
  • Jeffrey Boyarsky <br>            ChFC, CLU

    Jeffrey Boyarsky
    ChFC, CLU

    Financial Consultant

    Woodbridge,NJ
  • Margarita V. Mayor

    Margarita V. Mayor

    Financial Consultant

    Wall Township,NJ
  • George Kachmar IV

    George Kachmar IV

    Financial Consultant

    Wall Township,NJ
  • Sandy Daus

    Sandy Daus

    Operations Manager

    Woodbridge,NJ
  • Kim Moore

    Kim Moore

    Relation Manager

    Woodbridge,NJ
  • Christian Stine, <br> CFS

    Christian Stine,
    CFS

    Senior Portfolio Manager

    Woodbridge,NJ