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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
James King

James F. King, Jr., CFS®, CAS, AAMS®, CMFC®

President & Director of Wealth Management

(732) 845-1929

(732) 845-1104

Tony Kelly

Tony Kelly, CFP®, CFS®, CAS

Director of Financial Planning

(732) 845-1929

(732) 845-1104

Russ Nesevich

Russ Nesevich, Esq.

Director of Estate Planning

(732) 845-1929

(732) 845-1104

Darrin DeSeno

Darrin DeSeno, CPA

Director of Tax Planning

(732) 845-1929

(732) 845-1104

Christopher Dodds

Christopher J.F. Dodds, CAS

Wealth Management Associate

(732) 845-1929

(732) 845-1104

Joseph Tuminelli

Joseph Tuminelli

Director of Operations

(732) 845-1929

(732) 845-1104