Our OneTeam of Specialists 

Dave Buckwald helps protect what families have worked a lifetime to build as CEO & Founder of OneTeam Financial. With over 30 years of experience, he specializes in life insurance, estate planning, and wealth transfer strategies.

Dave's passion for comprehensive planning began with tragedy. At 17, he lost his father who had no life insurance or legal documents in place, experiencing firsthand the complications from inadequate planning. This lesson was magnified on September 11, 2001, when 51 friends and clients perished in the North Tower’s destruction. Of those, 30 had life insurance policies with Dave, but 21 did not—mostly because they never got around to it. The stark difference in outcomes for the families left behind shaped his unwavering commitment to proactive, best-interest planning.

A Rutgers University graduate with a BA in Psychology, Dave founded OneTeam Financial with a clear mission: making sure no family or business is ever left unprotected. As CEO, he has built a team of subject matter specialists who deliver coordinated, holistic financial planning that addresses every aspect of a client's wealth. His approach ensures families have their whole financial house in order, not just pieces of it.

A respected industry leader, Dave speaks at conferences worldwide and regularly appears in media including Good Day New York, Private Wealth, and Ed Slott's IRA Advisor newsletter. As a charter member of Ed Slott's Master Elite IRA Group, he provides educational workshops sharing practical tax and wealth transfer strategies.

Dave serves on the board of Hackensack Meridian Philanthropic Foundation and actively supports the Two Hundred Club of Union County, New Jersey, helping families of fallen police officers and firefighters. Originally from Hollywood, California, he now lives in Colts Neck, New Jersey with his wife Jennifer—OneTeam's Client Experience Specialist—along with his two children and their dog, Koda. When not helping families secure their futures, Dave enjoys traveling or golfing and can often be found watching ESPN, especially when the Miami Dolphins are playing.

CA Insurance License: 0E44572

CERTIFICATIONS

• CERTIFIED FINANCIAL PLANNER (CFP^®)
• Chartered Life Underwriter (CLU^®)
• Chartered Financial Consultant (ChFC^®)
• National Social Security Advisor (NSSA^®)
• Ed Slott's Mater Elite IRA Group/Charter Member
• National Association of Insurance and Financial Advisors (NAIFA)
• Association for Advanced Life Underwriting (AALU)
• Financial Planning Association^® (NAIFA) 

AFFILIATIONS

• Ed Slott’s Master Elite IRA Group^®/Charter Member
• National Association of Insurance and Financial Advisors (NAIFA)
• Finseca, formerly AALU

As Managing Partner and Head of Wealth Management & Retirement Income Planning at OneTeam Financial, Greg builds tactical and thoughtful retirement strategies that evolve with our clients' lives while innovating new ways we can better serve them. His specialty is creating personalized, tax-efficient investment approaches that balance growth potential with protection in even complex cases, helping pursue goals while managing uncertainty.

After graduating from Fairfield University's Honors Program with a Bachelor of Science in Finance and Accounting, Greg began his career trading fixed income and options as an associate director at UBS. Later, he transitioned to personal financial services to pursue his passion for working directly with clients to provide more personalized retirement planning. In 2019, Greg co-founded OneTeam Financial to help raise the standard for coordinated, holistic financial planning led by a team of true subject-matter specialists.

As a respected authority on retirement income, stock options, tax management, and investment management, Greg also shares his experiences widely through speaking engagements at the New Jersey Bar Association events and CPA societies throughout the state. He extends this mission to spread knowledge through his work with the American Financial Education Alliance (AFEA), where he teaches workshops to help his community members. His holistic planning insights have also reached a broader audience through media appearances, including U.S. News & World Report.

While he has over two decades of experience in financial services, Greg is committed to continuously furthering his expertise. He holds the Chartered Financial Analyst (CFA®) designation and has also earned his Certified Financial Planner (CFP^®), Certified Long-term Care Specialist (CLTC^®) and a National Social Security Advisor (NSSA^®) certification, giving him a deep understanding of multiple areas of financial planning. As a member of Ed Slott's Master Elite IRA Group and the Estate Planning Council of Central New Jersey, he stays current with the latest strategies and connected with other industry leaders.

Originally from Raynham, Massachusetts, Greg now lives in Colts Neck with his wife, their two daughters, and dog, Diggie. Outside of work, he likes to golf, exercise, and spend time on the New Jersey Shore. He also serves on the advisory board for Best Buddies New Jersey, supporting individuals with intellectual and developmental disabilities.

CERTIFICATIONS

• Chartered Financial Analyst (CFA®)
• Certified Financial Planner (CFP®)
• Certification in Long-Term Care (CLTC®)
• National Social Security Advisor (NSSA®)
• Bucket Plan Certified® (BPC)

AFFILIATIONS

• Estate Planning Council of Central New Jersey
• Ed Slott Master Elite IRA Group

CERTIFICATIONS

• Chartered Financial Analyst (CFA^®)
• Certified Financial Planner (CFP^®)
• Certification in Long-Term Care (CLTC^®)
• National Social Security Advisor (NSSA^®)

AFFILIATIONS

• Ed Slott’s Master Elite IRA Group^SM

Andrew “Drew” Serzan is the Head of Private Client and Executive Life Insurance Planning and a Founding Partner of OneTeam Financial. Over the past two decades, he has built his career in the financial services and insurance planning industry by fostering long-term relationships with his clients and fellow professionals. Drew is passionate about working with individuals and businesses in the areas of life insurance, comprehensive financial planning for retirement, and asset transfer and preservation, as part of a holistic plan.

In addition to graduating from New Jersey City University (NJCU) with a Bachelor of Arts in Business Management, he has professional certifications in long-term care planning (CLTC®).

He specializes in designing and overseeing sophisticated insurance strategies for high-income and high-net-worth clientele including celebrities and professional athletes whose earnings can be extremely volatile. As result, he works diligently to help them understand the decisions and opportunities presented by their unique situations. By working closely with his high-net-worth clientele and their teams of advisors, he helps ensure efficient and effective life-long wealth transfer and cash flow protection throughout their lifetimes.

Drew previously served as a councilman for the Nationwide Agent Advisory board, an elite team of advisors from across the country elected by fellow agents. He has also been involved in regional and national speaking engagements for various organizations on a wide range of financial and insurance matters.

In his free time, Drew enjoys traveling, cooking, following his favorite sports teams, and coaching kids’ baseball, basketball and flag football. He resides with his family and three children in Colts Neck, New Jersey.

CERTIFICATIONS

• Certification in Long-Term Care (CLTC^®)
• FINRA Series 6, 63 and 65 Securities Registrations
• Life and Health Insurance license

AFFILIATIONS

• National Association of Insurance and Financial Advisors (NAIFA)
• Finseca (formerly known as AALU)
• Million Dollar Round Table^® (MDRT), The Premier Association of Financial Professionals

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. All members must apply every year to continue their affiliation with the Million Dollar Round Table. Each MDRT status designation is granted for one year only. For details regarding qualifications for these memberships, please visit the following web site address: https://www.mdrt.org/join/member-requirements/#  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.

With more than three decades of experience in the financial services industry, Susan has worked on some of the most dynamic areas of the business, from operations and credit analysis to strategic platform development and large-scale change initiatives. Her professional journey has taken her from the back office to the executive team, helping companies grow, evolve, and navigate complexity with clarity and intention.

She specializes in connecting vision to execution, bringing structure to ideas, guiding teams through growth, and helping individuals realize their full potential. Whether mapping out a multi-year business plan, mentoring a next-generation advisor, or supporting seasoned professionals through transition, her focus remains the same: scaling without losing authenticity.

As Chief of Staff, she serves as a strategic partner to the leadership team, aligning people, processes, and ensuring OneTeam delivers on our promise to clients. She thrives in this role because it allows her to blend big picture thinking with hands-on problem-solving, all in the service of helping our firm and our clients thrive.

Susan is a proud graduate of Rutgers University-New Brunswick. She lives in Colts Neck, New Jersey, with her husband of nearly 20 years and their twin teenage boys. She is passionate about family, faith, and the power of community, and finds joy in life’s simple pleasures: discovering a good bottle of wine, sharing good stories over a great slice of pizza, and relaxing at the beach.

Ash Ahluwalia is a sought-after thought leader, specializing in Social Security planning, wealth management, and retirement income planning. As Managing Director and Head of Social Security Planning at OneTeam Financial, he brings three decades of experience helping countless clients develop customized claiming strategies that can add significant value to their retirement income.

After earning his Bachelor of Commerce degree from the University of Toronto and becoming a Chartered Accountant, Ash pursued his MBA at Wharton Business School and also obtained his Certified Financial Planner® designation. As the former president and founder of National Social Security Partners, he has established himself as an authority on Social Security planning and in the industry, earning the 2025 NJBIZ Leader in Finance Award.

Ash's expertise helps clients avoid costly mistakes and optimize their benefits based on their unique situations. His insights have been featured in major publications including The Wall Street Journal, Barron's, Bloomberg Tax, MSNBC, Forbes, Kiplinger and Yahoo Finance. He regularly speaks at industry conferences, on podcasts, and provides continuing education for CPAs and attorneys, sharing his expertise on Social Security strategies as part of holistic financial planning. His television appearances include "The Stoler Report" and "Moe Ansari Wall Street Wrap-up."

Originally from Toronto, Canada, Ash has lived in Madison, New Jersey for over 25 years with his wife and three children. He stays active playing ice hockey, golf, tennis, and pickle ball, while also enjoying travel and fitness. He actively supports his family's charity, "Autism Is Curable."

CERTIFICATIONS

• Certified Financial Planner (CFP®)
• National Social Security Advisor (NSSA®)

NJBIZ collected nominations from their service area in 2025 and charged a fee of $75 per nomination. Mr. Ahluwalia was nominated. Honorees were chosen by a panel of independent judges with financial industry experience. Selections are based on the nominees’ involvement in their fields and communities and their professional achievements. For 2025, there were more than 40 honorees for the categories: banking, corporate, investment, professional and blockchain. Third-party rankings and recognition from rating services or publications are no guarantee of investment success. Working with a highly rated advisor does not ensure a current or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. March 2025.

Robert M. Black, or Bob to those who know him, helps business owners and successful professionals plan for life's twists and turns through comprehensive succession and legacy planning. He brings five decades of experience helping high-net-worth clients protect their families and transition wealth across generations.

Bob earned his BS in marketing from St. Peter's University before building a career focused on strategic estate planning. His expertise spans business succession and exit planning, life insurance reviews, and legacy planning, with insight into the needs of entrepreneurs, executives, physicians, and the intersection of those groups.

Bob's approach to wealth management is deeply personal, shaped by his own experiences with unexpected loss. When Bob was just 16, his father passed away suddenly, teaching him firsthand the critical importance of proper planning. Later in life, two of his daughters succumbed to terminal illnesses within four years. These experiences reinforced his commitment to helping families prepare for life's uncertainties and be more than a financial guide, but also a partner.

At OneTeam Financial, Bob works closely with clients and advisors to develop holistic plans that protect and transfer hard-earned wealth. His decades of experience and industry leadership—including serving as Past President of the Central NJ Society of Financial Professionals—make him a valuable mentor to newer advisors. His technical knowledge, wisdom, and intuitive understanding are assets to our firm and team.

Originally from Jersey City, Bob now lives in Venice, Florida. When not helping clients secure their legacies, he enjoys biking, reading, golfing, cooking, and participating in Bible studies. He actively supports CenterPointe Christian Church and Samaritan's Purse and volunteers with Fellowship of Christian Athletes.

CA Insurance License 0D85619

CERTIFICATIONS

• Chartered Life Underwriter (CLU^®)
• Accredited Estate Planner (AEP^®)
• Chartered Financial Consultant (ChFC^®)
• FINRA Series 7 and 63 Securities Registrations
• Life & Health Insurance License

AFFILIATIONS

• Finseca, formerly AALU
• National Association of Estate Planning Councils (NAEPC)
• Estate Planning Council of Central New Jersey (EPCCNJ)
• Society of Financial Service Professionals (SFSP)

Giancarlo “Gio” Capodanno serves as VP of Wealth Management and Retirement Income Planning at OneTeam Financial. He has over a decade of experience working with clients to build comprehensive strategies that address investment management, their retirement income needs, and integrate all their financial moving parts into a cohesive plan.

In addition to earning his Bachelor of Science in Business Management from Salem State University, he received his Master of Science in Accounting from New Jersey City University. This combination of business and accounting knowledge, along with his CFP® certification and passion for making financial planning straightforward and actionable, gives him a unique ability to spot opportunities others might miss while keeping explanations clear and practical.

Gio believes that every piece of a financial plan should work together rather than standing alone. He looks at how taxes, investments, Social Security, and overall retirement planning can be coordinated to create better outcomes. His knowledge in this holistic approach has made him a sought-after speaker at the New Jersey Board of Bar Examiners (NJBAR) and New Jersey Association of Legal Administrators (NJALA) conferences, and various CPA and law firms.

Passionate about advancing the financial planning profession, Gio hosts educational workshops with the American Financial Education Alliance (AFEA.) His teaching reflects OneTeam's commitment to teaching both clients and other professionals about more holistic financial approaches.

A Mountainside native, Gio now calls Cranford home with his wife and two children. He loves spending time with his family, cooking, as well as staying active through hockey, cycling, snowboarding, hiking, and cooking.

CERTIFICATIONS

• Certified Financial Planner (CFP®)
• Bucket Plan Certified® (BPC)

AFFILIATIONS

• Financial Planning Association (FPA)

Greg Shulman helps clients design comprehensive retirement plans that coordinate all aspects of their financial lives. As a Wealth Management & Retirement Income Planning Specialist at OneTeam Financial, he focuses on creating strategies that allow clients to spend confidently in retirement while protecting what they've worked a lifetime to build.

Greg is proud to work alongside a team of true subject-matter specialists to deliver the coordinated approach that sets us apart. He believes that successful retirement planning requires more than just investment management, it demands constant collaboration and a thoroughness that addresses taxes, income, insurance, and one’s legacy.

After earning his Bachelor of Science in Zoology from the University of Rhode Island, Greg pursued his MBA in Finance from Seton Hall University. With over 30 years in the industry, he has built his expertise around investment management, retirement income planning, and holistic wealth management. Every day, he helps clients make defining decisions about Social Security, asset allocation, life insurance, and more.

Greg's commitment to ongoing education reflects his dedication to providing clients with the latest strategies and best practices. He holds multiple certifications including CFP®, ChFC®, CLU®, and NSSA®, ensuring he stays current with evolving tax laws and retirement planning techniques.

Originally from Brielle, New Jersey, Greg now lives in Jackson with his wife and six children. When not helping clients plan for retirement or planning his own family’s next adventure, he prioritizes his fitness, traveling, and enjoys outdoor activities including hunting and fishing. Additionally, his role as Elder & President of Manasquan Presbyterian Church demonstrates his commitment to serving others both professionally and personally.

 CERTIFICATIONS

• Certified Financial Planner (CFP^®)
• Chartered Financial Consultant (ChFC^®)
• Chartered Life Underwriter (CLU^®)
• National Social Security Advisor (NSSA^®)
• Retirement Income Certified Professional (RICP^®)
• Bucket Plan Certified® (BPC)
• FINRA Series 7, 63 and 65 Securities Registrations
• Life & Health Insurance licenses

As a wealth manager at OneTeam Financial, Grant Shulman specializes in helping clients build and preserve wealth through strategic financial planning and personalized investment strategies. Based in Red Bank, New Jersey, he works with individuals and families to create clear plans that simplify even the most complex financial decisions.

After graduating from Rutgers University with a Bachelor of Science degree, Grant entered financial services armed with an analytical background and commitment to understanding each client's personal circumstances.

As a Bucket Plan Certified® advisor, Grant uses The Bucket Plan® process to help clients organize their assets efficiently, focusing on tax optimization and income generation strategies. He looks at the whole picture to find ways clients might be losing money unnecessarily and helps coordinate all pieces of their financial life.

Grant believes effective planning should be easy to understand and directly connected to what matters most to each client. When not at the office, Grant enjoys golf, skiing, and staying active or spending time with family and friends.

CERTIFICATIONS

• Bucket Plan Certified® (BPC)

Richard Thad Lincoln has spent nearly three decades helping clients plan for retirement and leverage life insurance to protect their financial futures. As Managing Director of Private Client and Executive Life Insurance at OneTeam Financial, he specializes in personalizing retirement income planning, estate planning, and holistic financial strategies for individuals and their families.

After graduating from Benedictine College with a BA in Economics, Thad began his career as a registered representative with New York Life Insurance Company. He later became an investment advisor representative with a wholly owned subsidiary of New York Life. During his time here, he received company-wide recognition for his prolific client service, and also a New York Life Council Member for many years. In 2005, Thad founded Retirement Concepts Group to focus on his passion for retirement planning.

At OneTeam Financial, he uses his wealth of experience to help ensure clients’ futures are always protected and full of possibilities. He takes pride in sharing his sophisticated planning expertise as a speaker at industry conferences, including at the National Association of Life Insurance and Financial Advisors (NAIFA) Conference.

Richard is a qualifying and life member of Million Dollar Round Table (MDRT), an international organization that recognizes the top financial professionals worldwide based on sales production, ethical conduct, and professional knowledge. Throughout his career, he has served in key leadership roles, including NAIFA Heart of America President 2003-2005, State Secretary Treasurer, Young Advisors Team State Chair, National Advisors' Committee member and has been a Greater Kansas City Young Advisors' Committee Board Member.

Originally from Kansas City, Missouri, Thad now lives in Boca Raton, Florida with his wife Tricia. He has two daughters, Kayla and Charley, who both live in Missouri. When not working with clients, he enjoys golfing, fishing, and spending time outdoors, especially on the beach.

CERTIFICATIONS

• Certified Financial Planner (CFP®)
• Certified Life Underwriter (CLU®)
• Bucket Plan Certified® (BPC)

AFFILIATIONS

• National Association of Insurance and Financial Advisors (NAIFA)

Danielle D'Angiolillo helps families with significant wealth prepare for life's expected and unexpected changes as Director of Advanced Wealth Planning at OneTeam Financial. With nearly 30 years of experience, she brings endless curiosity and tenacity to creating strategies that evolve through every life stage.

A Villanova University graduate with a Bachelor of Science in Business Administration and Finance and minor in Communications. Danielle earned her CFP® certification and specialized Sports & Entertainment Accredited Wealth Management Advisor℠ designation.

At OneTeam Financial, her approach centers on listening to what's on clients' minds now and learning how they envision their future, then developing customized strategies that align investments with goals and simplify complex decisions. She understands that changes in markets, family circumstances, and health require flexible planning and puts that perspective into action.

Originally from Marlboro, New Jersey, Danielle lives in Wall with her husband, two daughters, and their dog, Tucker. She enjoys beach time, golf, and family travel while actively giving back through volunteer work. She’s helped organize groups for Fulfill NJ food bank and Make-A-Wish, and previously serving on committees for Special Olympics and the Alzheimer's Association.

CERTIFICATIONS

• CERTIFIED FINANCIAL PLANNER® (CFP®)
• Sports & Entertainment Accredited Wealth Management Advisor℠ (SE-AWMA®)

Joanna Raney helps ensure our back-office operations are seamless and provides the team with everything they need to focus on what matters most: serving families. With over 20 years of experience in high level administrative and operational roles, she streamlines our processes, supports team growth, and enhances our client experiences.

After earning her bachelor’s degree in journalism while living in Poland, Joanna moved to the U.S. This transition taught her adaptability and how to find opportunity in new challenges—qualities that shape her leadership approach. Her diverse experience spans journalism, real estate, and legal services, giving her strong communication and organizational skills.

At OneTeam Financial, Joanna finds purpose in helping others. She helps drive strategies that connect with clients, while building meaningful partnerships and shapes the supportive atmosphere that makes the firm feel like family.

Outside of the office, Joanna enjoys spending time with her family, boat trips and reading.

Patricia Brunetti ensures clients receive outstanding service as Client Service Excellence Director at OneTeam Financial. With 20 years in the financial industry, she coordinates complex client needs and oversees asset management to make sure every interaction exceeds expectations.

After earning her Bachelor of Science in Business Administration from Montclair State University, Patricia pursued a Master of Science in Project Management from Stevens Institute of Technology.

At OneTeam Financial, Patricia plays a key role in the firm's promise to deliver coordinated, holistic planning with exceptional service. Her detail-oriented approach and problem-solving skills help create the premium experience that keeps clients confident that their financial futures are in good hands.

A lifelong Clifton, New Jersey resident, Patricia enjoys gardening and growing flowers and vegetables. She actively supports Best Friends Animal Society and contributes to her community through St. Andrew the Apostle Church.

CERTIFICATIONS

• FINRA Series 7, 63, 24
• Life & Health Insurance License - State of NJ
• Notary Public, State of NJ

Jennifer Buckwald is a highly regarded Client Services Specialist at OneTeam Financial, committed to ensuring our clients receive exceptional service and support.

A Rutgers University graduate, Jennifer has over ten years of experience working directly with clients to understand their needs so our team can work to meet those needs and exceed expectations.

Jennifer manages the entire client experience and helps develop and then oversee continuing education programs for CPAs and attorneys. These programs strengthen OneTeam's professional partnerships while providing valuable industry updates to the broader financial planning community.

Jennifer lives in Colts Neck with her husband and co-founder of OneTeam Financial— Dave Buckwald— their two adult children, and their dog Koda. She enjoys spending time with her friends and family, traveling, playing tennis, as well as reading, and cooking

As an Insurance Operations Representative, plays a vital role in delivering the seamless service clients expect. Her meticulous approach and exceptional expertise help all insurance processes move forward smoothly, supporting the firm's mission of coordinated financial planning and exceptional outcomes for our clients.

With over 30 years in the insurance industry, Doris understands the intricacies of underwriting that can make or break a seamless client experience. Her knowledge allows our advisory team to focus on comprehensive financial planning while she handles the operational details that matter.

Originally from Italy, Doris now calls East Hanover home. She appreciates life's simple joys—taking long walks, cooking, and baking treats to share with others. This same caring attention she brings to her work carries into how she approaches each client's needs.

Julia Vannostrand is a Sales and Marketing Associate at OneTeam Financial, where she supports both the client experience and our firm’s outreach efforts.

Her over a decade of managerial, retail, and sales experience means she brings a strong work ethic, genuine care for people, and an understanding that every successful client interaction should go deeper than the surface.

Julia earned her degree in Fashion Merchandising and Business Management from Kean University, developing skills in both creative presentation and business strategy. Her background in retail and sales management taught her the importance of listening to clients' needs and delivering service that exceeds expectations—qualities she brings to every client relationship.

At OneTeam Financial, she supports marketing initiatives, the diligent work of our subject matter specialists, and client service needs, including creating a welcoming atmosphere that makes OneTeam stand out.

Originally from Point Pleasant, Julia now resides in Brielle, New Jersey. Outside of work, she enjoys biking to the beach, walking her dog, playing sports, and spending time with her family. She also loves expressing her creative side through visual merchandising and styling.

Robert Waldron serves as the Team Lead for Wealth Operations at OneTeam Financial. With nearly a decade of experience in the financial industry, he specializes in annuities, mutual funds, and managed accounts, making sure client portfolios are implemented and maintained according to plan.

A Rowan University graduate with a Bachelor of Arts in Accounting, Robert brings analytical skills and attention to detail to his operational role. His experience in investment products and account management helps make the transition from financial planning recommendations to their practical execution seamless for the team and clients.

At OneTeam Financial, Robert's work behind the scenes supports the advisory team's ability to provide comprehensive financial guidance while maintaining the high service standards our clients expect and deserve.

A Red Bank, New Jersey native, Robert now lives in Piscataway with his wife, Sami. You can often find him spending time with family, touring wineries in the Finger Lakes region, and reading sci-fi novels. He also enjoys participating in community fundraising events like his local Polar Plunge.

CERTIFICATIONS

• Registered Representative

Jeff Dattolo helps high-net-worth families protect generational wealth through sophisticated life insurance strategies and independent policy audits. As Director of Advanced Insurance Planning & Design at OneTeam Financial, he has nearly four decades of experience designing tax-efficient insurance portfolios that help reduce risk, increase economic results, and enhance flexibility in wealth transfer planning.

A graduate of William Paterson University with a Bachelor of Arts in Business and a concentration in Finance, Jeff specializes in conducting independent audits of trust-owned life insurance—evaluating policies based on financial strength, cost competitiveness, pricing stability, relative value, and cash value allocation options. His approach focuses on a simple principle: take time to protect what you have worked your entire life to achieve. Whether working directly with clients or collaborating with their CPAs and attorneys, Jeff applies rigorous analysis to help ensure life insurance strategies are performing as intended and aligned with broader estate planning goals.

A respected voice in the industry, Jeff has contributed insights to Financial Advisor Magazine, Financial Planning Magazine, and Private Wealth Magazine. He regularly speaks at conferences and seminars on life insurance audits and trust-owned life insurance strategies. He is a qualifying member of the prestigious Million Dollar Round Table (MDRT) with Top of Table status.

Raised in Wayne, New Jersey, Jeff now lives in Pompton Lakes with his wife, Laura. As a third-degree member of the Knights of Columbus and member of St. Mary's Men's Cornerstone Group, he mentors young professionals while also serving with the 200 Club of Morris County—a charitable organization benefiting families of fallen police officers and firefighters. He is a member of Madison Rotary and Summit Elks. When not working with clients or serving his community, Jeff enjoys spending time with his wife, nieces, and nephews, riding his motorcycle, and reading.

CERTIFICATIONS

• Certified Financial Planner (CFP®)
• Chartered Life Underwriter (CLU®)
• Chartered Financial Consultant (ChFC®)
• Certified Long-Term Care (CLTC®)
• Life Underwriter Training Council Fellow (LUTCF®)
• Master Registered Financial Consultant (MRFC®)
• National Social Security Advisor (NSSA®)
• Retirement Income Certified Professional (RICP®)
• Accredited Estate Planner (AEP®)
• Accredited Investment Fiduciary (AIF®)
• FINRA Series 6, 7, 63, and 65 Securities Registrations
• Life/Health and Property/Casualty Insurance licenses

AFFILIATIONS

• Million Dollar Round Table (MDRT) - Top of Table
• William Paterson University Alumni Association
• Financial Planning Association (FPA)
• National Association of Insurance and Financial Advisors (NAIFA)
• Northern New Jersey Chapter of Financial Services Professionals
• Estate Planning Council of Northern New Jersey (EPCNNJ)
• International Association of Registered Financial Consultants (IARFC)
• National Association of Estate Planners & Councils (NAEPC)

Million Dollar Round Table and Top of Table membership is based upon insurance sales. For details regarding qualifications for these memberships, please visit: https://www.mdrt.org/membership/requirements/ Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.