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Associates
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Douglas W. Todd, ChFC
CEO and Founder
Morristown, NJ -
David A. Schluer
President and Chief Investment Officer
Morristown, NJ -
Michael Allison, MBA
Associate
Morristown, NJ -
Christopher Colvin
Financial Consultant
Morristown, NJ -
Lee Howell, Jr.
Vice President
Woodbridge, NJ -
Lisa Konefal
Operations Manager
Morristown, NJ -
Theodore Kowalchyn, J.D.
Financial Consultant
Morristown, NJ -
David Macchia
Vice President
Newark, NJ -
Kevin Mahoney, CPA, CDFA
Financial Consultant
Morristown, NJ -
Glen Mulligan, CFA
Financial Consultant
Morristown, NJ -
Jonathan Terebetski
Financial Consultant
Morristown, NJ
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