Our Franklin Lakes, NJ Team

Planning Associates

Greg Schultheis

CFP®
Senior Wealth Planner

Caroline Taylor

Director, Wealth Strategy

Jennifer Mlynar

MBA
Paraplanner

Comfort Care Specialists

Audra Taylor

Office Oracle

Maximilian Taylor

Assistant Director of First Impressions

Oliver Taylor

Quality Control Specialist

Philly Taylor

Barketing Manager

Executives

Debra Taylor

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

Robert Taylor

MBA
Managing Partner, Wealth Advisor

Wealth Advisors

Client Services

Dominique Vitalis

Senior Relationship Manager

Jared Marzocco

Senior Relationship Manager

Natalia Figueroa

Office Manager

Jessica Beutel

Relationship Manager

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

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

Matthew (Matt) Smith

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
Director, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Thomas Resner

Director, Retirement Operations

Tom Mullen

Senior Tax Planner