2012 Board of Directors
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Tom Duffy, CFP®, MBA
Chairperson
Jersey Shore Financial Advisors LLC
331 Newman Springs Road
Building 1, 4th Floor
Red Bank, NJ 07701
Tel: (732) 229-7489
Fax: (732) 784-2850
tduffy@myfamilyfiduciary.com |
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Leslie Beck, CFP®, MBA
President
Compass Wealth Management
55 Burnett Ter
Maplewood, NJ 07040
Tel: (973) 763-0766
Fax: (973) 763-6330
becklt@msn.com |
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Todd Stanard, CFP®, ChFC
President-Elect
Lincoln Financial Advisors
61 S. Paramus Road
Suite 425
Paramus, NJ 07652
Tel: (201) 556-4503
Fax: (201) 368-5161
todd.stanard@LFG.com |
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James Freisen, CFP®, CPA
Treasurer/Secretary
Robert J. Oberst, Sr. & Associates
218 Broad St
Red Bank, NJ 07701
Tel: (732) 842-2300
Fax: (732) 842-1755
jimfreisen@yahoo.com |
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Robert Herold CFP® MBA MST
Co-Director, Pro Bono & Financial Literacy
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Sean Keating CFP® RFC ChFC
Director, Member Services
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Timothy Knotts CFP®
Director, Member Benefits Group
The Hogan-Knotts Financial Group
298 Broad St
Red Bank, NJ 07701-2119
Tel: (732) 842-7400
t.knotts@hkfg.biz |
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Timothy Knotts CFP®
Director, Public Relations/Communications
The Hogan-Knotts Financial Group
298 Broad St
Red Bank, NJ 07701-2119
Tel: (732) 842-7400
t.knotts@hkfg.biz |
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Elizabeth McNeilly CFP® MBA
Director, Major Conferences
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Damien Paumi, CFP®
Director, Financial Literacy Group
Nisivoccia LLP
200 Valley Road
Suite 300
Mt. Arlington, NJ 07856
Tel: (973) 298-8576
Fax: (973) 328-0507
dpaumi@nisivoccia.com
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Robert Rafano CFP®
Director, Education Group
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Mayo, Rafano, Krubich & Associates -
A Financial advisory practice of Ameriprise Financial Advisors, Inc.
14 Cliffwood Ave, Suite 250
Matawan, NJ 07747
Tel: (732) 970-7540 x102
Fax: (732) 970-7541
robert.x.rafano@ampf.com
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Charles Roberson, CFP®, CLU
Director, Technology
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Modera Wealth Management
56 Jefferson Avenue
Westwood, NJ 07675
Tel: (201) 768-4600
Fax: (201) 768-1111
ChuckR@ModeraWM.com
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Kenneth Shapiro CPA/PFS CFP®
Director, Education & Professional Development
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Shapiro Financial Security Group, Inc.
1 Bethany Rd
Ste 90
Hazlet, NJ 07730-1669
Tel: (732) 739-8991
KShapiro@ShapiroFSG.com
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William Stratton, CFP®
Director, Government & Professional Relations
Nova Financial Consulting, LLC
2517 Highway 35
Building I, Suite 102
Manasquan, NJ 08736-1918
Tel: (732) 223-8070
bill@novafc.com |
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Ray Streker CFP®
Co-Director, Pro Bono & Financial Literacy
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Daniel Verdun
Director, Strategic Alliances
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Maria T. Eckert
Chapter Executive
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