Broker Check

Meet Our Team

Our team has over a century in combined experience

Our Advisor Team

George Reilly

George Reilly, ChFC®

Financial Services Executive, Financial Planner

732-623-5727

732-623-5730

Bob Knoll

Bob Knoll, ChFC®, CLU®

Investment Advisor Representative, Financial Services Representative

732-623-5728

732-623-5730

Kostas Koufidis

Kostas Koufidis, CFP®, AIF®

CERTIFIED FINANCIAL PLANNERâ„¢ professional, Financial Planning Director

732-623-5548

732-623-5730

Robert Scrabis

Robert Scrabis, RICP®, AIF®

Investment Advisor Representative, Investment Director

732-623-5729

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

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