Office Directory

Our headquarters in Wall, NJOur staff consists of experienced professionals with a “hands on” approach to financial guidance.

Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about helping to make their dreams a reality.

We do everything in our power to help keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to working toward their dreams.


Name Position Extension Email
Rob Tendler, CFP®, CLU Managing Partner  116
Ken Roberts, CFP® Managing Partner  115
Doug Lockwood, CFP® Partner  114
David Scureman, MBA CFP® Wealth Strategist 122
Jon Shippee Registered Associate 109
Steven Catapano Chief Operating Officer  124
Maura Mayer Director of Client Services  117
Tina Laczynski Sales Assistant  113
Lynn Bloxom Client Services Manager  120
Deborah Hoefling Client Services Manager  111
Rhonda F. Wainwright Client Services Coordinator 118
Amanda O’Neill Front Desk Coordinator  110