Broker Check

Meet Our Team

Our team has over a century in combined experience

Our Advisor Team

Kostas Koufidis

Kostas Koufidis, CFP®, AIF®

CERTIFIED FINANCIAL PLANNERâ„¢ professional, Partner

732-623-5548

732-623-5730

Mary Pucciarelli

Mary Pucciarelli, MBA

Financial Services Representative, Investment Advisor Representative, Special Care Planner

732-623-5963

732-623-5730

Dennis Walker

Dennis Walker, CFP®, AIF®

CERTIFIED FINANCIAL PLANNERâ„¢, professional, Financial Services Representative, Investment Advisor Representative

732-623-5732

Kristian Svendsen

Kristian Svendsen

Financial Services Representative

732-623-5540

732-623-5730

Ahmed Sourour

Ahmed Sourour, RICP®, AIF®

Financial Planner, Financial Advisor, Investment Advisor Representative

732-623-7831

732-623-5730

Helen Uhlman

Helen Uhlman

Financial Services Representative

732-623-7880

732-623-5730

Our Support Team

John Melnick

John Melnick

Client Relationship Manager

732-623-5733

732-623-5730

Rodney Juco

Rodney Juco

Business Development Consultant

732-623-7868

732-623-5730

Christopher Jule

Christopher Jule

Director of Client Service & Onboarding

732-623-7089

732-623-5730

Dawn Wald

Dawn Wald

Personal Marketing Assistant

732-623-7889

732-623-5730