How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Saul M. Simon CFP®, CFS, RFC
732-623-2088
As a CERTIFIED FINANCIAL PLANNER™ Practitioner for nearly 35 years, I specialize in working with individuals and business owners to develop strategic financial plans that help them reach their financial and family objectives. In...
Robert E. Appel, J.D.*, LL.M., MBA
Second Vice President of National Design/Advanced Planning
Member of the American and Connecticut Bar Associations.B.S. degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; M.B.A. (Finance) degree from the...
Barbara P. Phipps JD*, CRPC
Director of Planning
As an attorney in the National Planning Department of Lincoln Financial Advisors, Barb is responsible for developing, designing and implementing financial planning on a national level.She is a Private Wealth Services Coach, mentoring...
David Quinlan CFP®
732-623-2088
Applying financial and business knowledge to help individuals, families and business owners reach their goals by developing custom financial plans and strategies that assist in meeting their objectives. Accomplishing this by leveraging...
Christina Di Gennaro
732-623-2088
Responsible for client support helping clients with every step of the process Provides timely, attentive support to every client ensuring needs are met