Our Franklin Lakes, NJ Team

MORE FROM OUR LOCATION

Investment and Operation Services

Dominique Vitalis

Senior Relationship Manager

Administrative Services

Jessica Beutel

Relationship Manager

Alanna DiNardo

Sr. Executive Assistant

Comfort Care Specialists

Audra Taylor

Office Oracle

Maximilian Taylor

Assistant Director of First Impressions

Oliver Taylor

Quality Control Specialist

Philly Taylor

Barketing Manager

Wealth Planners

Greg Schultheis

CFP®
Senior Wealth Planner

Jennifer Mlynar

MBA, ChFC®
Senior Paraplanner

Wealth Advisors

Debra Taylor

CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist

Robert Taylor

MBA
Managing Partner, Wealth Advisor

David Fuchs

CFP®
Wealth Advisor

Caroline Taylor

ChFC®
Director, Wealth Strategy | Associate Tax Strategist

Jared Marzocco

Associate Wealth Advisor

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Debra Taylor

CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC® CEPA
Director, Business Planning

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Sr. Wealth Planner