40 State Route 36
West Long Branch,
Jim Rice, CFP®, has been assisting clients and advisors develop wealth management solutions for over 30 years. As a CERTIFIED FINANCIAL PLANNER™ professional and recovering CPA, Jim’s diverse experience brings unique...
Steve Acropolis has led a life of service and achievement. Steve began his career serving as a Non-Commissioned Officer in the United States Air Force, where he earned numerous certifications and received the Air Force Commendation Medal...
Client Services Director
Erin joined the Investment Advisors team in November of 2011. Prior to joining our group, Erin’s extensive customer service experience was developed over years of managing a successful Florist, where she also served as Buyer and...
Stress Management Team
Juneau and Leroy joined our team in the spring of 2015. They are here to remind us that unexpected challenges are just that, unexpected. They help us keep things in perspective and remind us not to worry... we have a Plan With A Purpose.