Broker Check

Meet Our Team

At our firm, we have the client—and only the client—in mind.

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.

Ana Wright

New Business/Case Design

973-226-1199

973-226-6077

Alisia Owens

Underwriting Manager

973-226-1199

973-226-6077

Caralynn Sally

New Business/Case Design

973-226-1199

973-226-6077

Cora Aquino

Group Health & Benefits

973-226-1199

973-226-6077

Mark Edwards

Group Health, Disability & Long Term Care Vice President

973-226-1199

973-226-6077

Client Centered

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.

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