Staff

Melissa is an LPL Financial Registered Administrative Assistant and Client Relationship Manager with over 18 years of experience in Financial Services Operations. Prior to joining our firm, Melissa was an Assistant Vice President of Operations for an Independent Broker Dealer and currently has a Series 7 registration currently held with LPL Financial.  In her spare time, Melissa enjoys traveling, hiking, gardening and spending time with her son.

Elise is a Client Relationship Manager and has worked in financial services for more than seven years and previously in office management, sales and customer service. She holds a Bachelor’s Degree in Economics from Drew University and completed coursework with the Certified Financial Planner Institute.

Elise lives in Somerset County with her husband and two teenagers. Outside of the office, she enjoys volunteering in her community and at the local high school.

Cheryl is an LPL Financial Registered Administrative Assistant and Client Relationship Manager with over 15 years’ experience in all aspects of trading, operations, and client service to high-net-worth clients. She earned her bachelor’s degree in business from Kean University and currently holds her Series 7 license with LPL Financial and Series 66 license with IBEX Wealth Advisors. Cheryl was a client relationship manager at her last role and prior was an Operations Manager for an Office of Supervisory Jurisdiction for several branch offices. Cheryl has a passion for helping others and in her free time likes to roller skate, paddle board and spend time with her husband and their two dogs.

Maryann previously worked with one of NJ’s top mortgage bankers, gaining valuable expertise in client relations. After transitioning to a new industry, she continues to apply these skills, delivering exceptional service. A proud mother of three children, Maryann values family time deeply, cherishing every moment with them, whether near or far. Outside of work, she leads an adventurous lifestyle, enjoying horseback riding, RV trips with friends & family, gardening, raising chickens and being a professional passenger on her husband’s motorcycle. Maryann’s passion for family and the outdoors reflects her balanced approach to life, both personally and professionally.