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Meet the Team

Who we are

Who we are

We are a team of key business strategist and critical thinkers. Together we operate as a boutique financial services advisory firm. We help entrepreneurs and professionals to build real wealth and, in most cases, multigenerational wealth. 

Every client we work with has different goals and needs. We've found that when it comes to planning for the future, the only way to get started is with a conversation. 

We offer: 

Business Development | Retirement Planning | Investment and Tax | Estate Planning Strategies | Wealth Transfer | Asset Protection

Medical Professional

Kathy Hay

Kathy Hay

Director of Relationship Management

973-422-9140

201-308-8914

Client Services

Beverly Klepper

Beverly Klepper

Client Relationship Manager for Retirement Plans

973-422-9140

201-308-8914

Giannina Cortez

Giannina Cortez

Business Case Manager for Insurance

973-422-9140

201-308-8914

Anthony Priolo

Anthony Priolo

Client Relationship Manager for Insurance

973-422-9140

862-485-5700

Karina Mora

Karina Mora

Administrative Assistant

973-422-9140

201-308-8914

Kathy Hay

Kathy Hay

Director of Relationship Management

973-422-9140

201-308-8914