CONNECT

Address:

3 Werner Way, Ste 204
Lebanon, NJ 08833

Phone:

908.849.7900, 888.325.8925

Fax/Other:

908.849.7915

Our Team

ADVISORS

  

Glenn E. Stephenson,

CFP®

Managing Director

          
  

Philip F. Rongo,

ChFC® CLU®

Managing Director

          
  

James J. Varaklis

Managing Director

 

          

STAFF

 

Susan Auriemma

Executive Assistant

        
       

Kelly Cooper

Client Services Associate

           
 

Melissa DiDia

Executive Assistant

       
 

Annu McCarthy

Chief Compliance Officer

      
        

Elise Sorge

Executive Assistant

              
 

 

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