Financial planning and beyond

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Matt began his career in 1985. With over 30 years of experience, he built his practice providing sound advice to clients, helping them to build their assets.  Matt helps his clients manage their wealth and plan for retirement. Throughout his career, Matt has held many positions in operations, sales, and branch management. He is currently, a Director and the Branch Manager of the Manasquan, NJ office. This experience helps him have a strong understanding of the firm and how to use its resources to benefit his clients.

He holds variable annuity, life and health insurance licenses as well as FINRA Series 7, 8, 63, and 65 securities licenses.

Matt and his wife Carol reside in Middletown, NJ.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• MA
• ME
• MI
• NC
• NJ
• NY
• PA
• RI
• SC
• TX
• VA

Rob began his career in Financial Services in 2004. Prior to entering the financial services industry, Rob worked as a transformational consultant with Accenture. With over 23 years of business experience, he is able help his clients build and protect their assets based on their short and long term goals.  Rob also helps clients plan for the efficient transfer of their wealth to family as well as charitable organizations.

Rob earned his BS in Business Administration from Bucknell University where he was also a member of the baseball team.  Rob received his Chartered Retirement Planning Counselor certification from the College for Financial Planning, and also holds variable annuity, life and health insurance licenses along with FINRA Series 7 and 66 securities licenses.

Rob, his wife Shannon and their son Zack reside in Manasquan, NJ.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• MA
• ME
• MI
• NC
• NJ
• NY
• PA
• RI
• SC
• TX
• VA

Joe began his career in Financial Services in 1981. With over 35 years of experience, the focus of Joseph’s practice is providing advice and helping his clients to build, manage, and protect their assets through planning based investment strategies.

Joe earned a bachelor's degree in business management form the University of Tampa and a M.B.A degree in finance and international economics from Pace University.  He holds variable annuity, life and health insurance licenses as well as FINRA Series 7, 63, and 65 securities licenses.

Joe currently resides in Point Pleasant, NJ.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• CA
• FL
• ME
• NJ
• NY
• PA
• TX
• VA

Kenley began her career in Financial Services in 2003. She is responsible for coordinating team activities such as, financial planning, marketing, contact management, and issue resolution. Kenley ensures the team delivers an exemplary service model to each client.

Kenley earned a BS in Marketing from The University of Phoenix and an AS in Photography from the Art Institute of Philadelphia. She holds variable annuity, life and health insurance licenses as well as FINRA Series 7 and 66 securities licenses.

Kenley resides in Old Bridge, NJ