A plan for today, tomorrow and generations to come

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I feel like I was one of the original "pioneers" for women in the traditionally male-oriented field of financial and investment planning. I chose this career because I wanted to help families plan for future legacies. That has now been fulfilled as we work with fourth generation.

With over 40 years of experience addressing clients’ highly complex financial lives, I focus on retirement planning, long-term care needs, life cycle planning for legacy intentions and insurance planning. I understand the importance of fully customizing plans to meet clients’ specific needs. 

Holding the Series 7, 31, 63 and 66 securities licenses, as well as licenses in life and health insurance and annuities, from 2020 - 2025 I have been named to the Forbes Top Women Wealth Advisors Best-In-State list. Our team has been recognized on the Forbes Best-In-State Wealth Management Teams in 2023 - 2025. Additionally, in 2022, I was honored with the UBS Culture Carrier of the Year Award. Currently I am part of the UBS Americas Diversity, Equity and Inclusion Mentoring Program. 

I believe a balanced life is the essence of happiness, and am devoted to volunteering in my community. My husband and I work with various philanthropic efforts in the 501(c)3 community. We’ve engrained this philosophy into our son as well.  It’s important to us to not simply donate money, but to also offer our time and experience by being active participants in community groups that have special meaning to us in both New Jersey and Florida. This extends to local religious organizations in NJ and FL as well as the Animal Welfare Association in NJ. We’re also particularly passionate about environmentally conscious organizations that support the NJ and FL coastlines along with the local theater and science foundation in NJ.

I am a beach lover and an avid gardener who enjoys outside landscaping. I have been married to my husband, Harry, for over 45 years. He, my son Harry and new daughter Kate are my most valuable assets.

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Portfolio Manager
• Wealth Advisor

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• IL
• LA
• MA
• MD
• ME
• MO
• MT
• NC
• NH
• NJ
• NY
• OH
• OR
• PA
• SC
• TX
• VA
• VT
• WA
• WI

With over 13 years of financial services experience, Lulu focuses on developing strategies and recommendations for business owners and corporate executive clients to help them pursue their short- and long-term financial goals. Lulu believes financial planning starts with education and considers empowering clients with the knowledge and ability to make sound financial decisions to be her biggest accomplishment. 

Lulu grew up in Shanghai, China before immigrating to New Jersey in 1999. She graduated from Tulane University’s A. B. Freeman School of Business with dual degrees in Finance and Consumer Behavior.  In 2017, Lulu became a Chartered Financial Analyst®, adding the charter to her Certified Financial Planner™ certification. Lulu is also a Chartered Life Underwriter (CLU®). Most recently, Lulu became a Certified Exit Planning Advisor, advising business owners on how to sell or transition their business successfully. Lulu holds the Series 7, 63 and 65 securities licenses, and is licensed as an agent for life and health insurance. She is often featured as a speaker at law and CPA firms, panel discussions, national conferences, and executive summits. 

Lulu resides in Moorestown, NJ with her husband Christopher and their three young children. Together they enjoy traveling and entertaining, as Lulu is an avid home cook. 

• Forbes Best-in-State Wealth Management Teams, 2023, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Certified Exit Planning Advisor
• CERTIFIED FINANCIAL PLANNER®
• Chartered Financial Analyst®
• Chartered Life Underwriter®

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• IL
• LA
• MA
• MD
• ME
• MN
• MO
• MT
• NC
• NH
• NJ
• NY
• OH
• OR
• PA
• SC
• TX
• VA
• VT
• WA
• WI

Jordan started her career at Merrill Lynch and transitioned to a Wealth Advisor associate planning role at Morgan Stanley over a decade ago. Today, she creates and actively maintains customized financial and retirement plans for affluent individuals and families that help address the specific needs, wants and goals of future years and generations. She strongly believes in offering a personal level of service along with disciplined investment and risk management. In 2017, Jordan completed the rigorous requirements to become a Certified Financial Planner™ professional. In 2022, she obtained her Chartered Retirement Planning Specialist designation. 

Jordan is a member of the Northfield Business Association. She graduated with dual majors in Finance and Marketing from St. Joseph’s University, where she was captain of their Division I field hockey team. In her spare time, Jordan enjoys skiing, golfing and spending time with her family and friends. Jordan and husband Devon reside in Longport, NJ with their daughter Charlie and their labradoodle Lady. 

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Trish joined the team in 2020 and brings over 20 years of financial services experience. Her primary responsibilities include managing the daily operations of accounts and assisting clients with any needs they may have. Her execution of the workflow is imperative to keeping the team organized and staying on task. 

Trisha earned her B.S. in business administration with a concentration in finance from Seton Hall University. Trish resides in Medford, NJ with her husband, their two children and their dog. When she’s not tending to the needs of her busy on-the-go family, Trish welcomes the quiet time sitting on the beach with a good book. She and her family enjoy spending as much of their summer as they can at the Jersey Shore. When she’s done at the office or volunteering at her children’s schools, she likes to unwind with a long walk around the neighborhood with her husband.