Meet the Team
Joseph graduated with a B.A. in Business Administration and a concentration in Finance from the Erivan K. Haub School of Business of Saint Joseph's University in 2012. With a focus on learning, Joseph became a CERTIFIED FINANCIAL PLANNERTM practitioner in March of 2015 as well as receiving his MS in Personal Financial Planning in 2017.
As a Financial Advisor with over 10 years of industry experience, he helps successful families and individuals organize and manage their financial affairs. His areas of focus include; generational wealth transfer and assisting pre-retirees and retirees in managing their assets to provide a lifestyle sustaining income that allows them to maintain their dignity and independence.
As an investment officer, Joseph assists clients throughout their life to help them accumulate wealth and help them manage that wealth during their retirement. His other areas of focus include: creation and monitoring of asset allocation models for mutual funds and exchange-traded funds, small business retirement plans including 401k's, and options strategies.
In his personal life Joseph enjoys life on the open water. He has helped managed his family owned fullservice marina in Brigantine, NJ for over 25 years. Joseph maintains his U.S. Coastguard - 100 Gross Ton Masters Captain License as well as being a SSI Certified Scuba Diver.
Niki graduated with a B.A. in Business Management from Stockton University in 2017. After managing data analytics and special events at the Atlantic City casinos, she became a licensed Life Insurance producer in January of 2022. She holds licensure in NJ, NY, and PA, as well as certificates in Long Term Care, Annuities, Health, Accident, and Suitability Standards.
Niki assists clients in advocating for their best interest by providing tailored coverage specific for their needs from a variety of carriers. She strives to simplify the options and provide knowledge to create the security and value her clients are looking for.
Outside of her career, Niki enjoys going for runs on the beach near her home and spending time with her kitten, Tula.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.