Associates

 
  • Brian E. Patterson
    RICP

    Founder & President

    Woodbridge,NJ
  • Michael Maggiore

    Managing Director
    Financial Strategist

    Woodbridge,NJ
  • Jonathan Barrett, CLU, ChFC, CFP

    Partner

    Woodbridge,NJ
  • Sandy Daus

    Operations Manager

    Woodbridge,NJ
  • James Bishof

    Vice President
    Client Relations

    Woodbridge,NJ
  • Jeffrey Boyarsky
    ChFC, CLU

    Financial Consultant

    Woodbridge,NJ
  • Christian Stine
    CFS

    Senior Analyst

    Woodbridge,NJ