Experience

Art began his career in the financial services industry in 1986. Art is passionate about helping high-net-worth families pursue their wealth management goals, whether these are professional, personal or a combination of both. Committed to collaboration, with the client’s permission, Art can work closely with each client’s attorney, accountant and other advisors to help him offer financial advice and guidance that complements their overall situation and short and long-term goals. Art is dedicated to providing a high level of client service and achieving a high level of client satisfaction.

From 1972–1975 Art served in the US Army Corps of Engineers. Art supports various charities to include The American Cancer Society and The Society For The Prevention Of Teen Suicide. In his spare time, Art enjoys golfing, fishing and traveling. He currently resides with his wife Rose in Colts Neck, New Jersey and Palm Beach Gardens, Florida. Art and Rose have two grown children and one grandchild.

Stefen originally began his investment career with Merrill Lynch Wealth Management in 1994 after earning his Bachelor’s Degree In Finance and Economics from York College of Pennsylvania and has earned the Chartered Retirement Planning Counselor (CRPC®) designation offered through the College for Financial Planning. He has built his career on the principal of “client first”. For over 25 years, he has catered to high-net-worth families’ executives and business owners. With a strong foundation in goal-oriented planning and asset management, Stefen serves as a trusted resource to all clients. His customized process of organizing the complex financial decisions of clients serves as a strong foundation from which long-term relationships are built. Stefen is a member of the Freemasons and a variety of charitable endeavors through the organization. Stefen's passions include traveling throughout the Caribbean, photography, Tae Kwon Do and golf. Stefen resides with his wife Brittney, and their three children in Freehold, NJ.