2010 Board of Directors
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Michael D. Gibney, CFP®
Chairperson
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Highland Financial Advisors, LLC
Suite 11
44 State Rt 23 N
Riverdale, NJ 07457-1603
Tel: (973) 557-2933
Fax: (973) 858-0201
michael@highlandplanning.com
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Joseph D. Leone, CFP®, CPA, CLU
President
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Tom Duffy, CFP®, MBA
President-Elect
Jersey Shore Financial Advisors LLC
331 Newman Springs Road
Building 1, 4th Floor, Suite 143
Red Bank, NJ 07701
Tel: (732) 229-7489
Fax: (732) 345-1811
tduffy@jerseyshorefa.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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Leslie Beck, CFP®, MBA
Public Relations Co-Director
Compass Wealth Management
55 Burnett Ter
Maplewood, NJ 07040
Tel: (973) 763-0766
Fax: (973) 763-6330
becklt@msn.com |
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Tom Duffy, CFP®, MBA
Education Director
Jersey Shore Financial Advisors LLC
125 Half Mile Road
Suite 200
Red Bank, NJ 07701
Tel: (732) 229-7489
Fax: (732) 345-1811
tduffy@jerseyshorefa.com |
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Gregory Esposito, CFP®
Allied Professionals Director
Summit Financial Resources, Inc.
4 Campus Drive
Parsippany, NJ 07054
Tel: (973) 285-3600
Fax: (866) 542-9412
gesposito@sfr1.com
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Michael D. Gibney, CFP®
Conference Director
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Highland Financial Advisors, LLC
Suite 11
44 State Rt 23 N
Riverdale, NJ 07457-1603
Tel: (973) 557-2933
Fax: (973) 858-0201
michael@highlandplanning.com
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Robert Gregg
Pro Bono Director
Wells Fargo Home Mortgage
230 Half Mile Rd
M6010-021
Red Bank, NJ 07701
Tel: (732) 933-5631
Fax: (866) 935-7020
Robert.Gregg@wellsfargo.com
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Omega Hartman, CFP®
Public Awareness Director
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Omega Financial Management
339 Walnut Ave
Cranford, NJ 07016
Tel: (908) 276-4636
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Jason Hochstadt, CFP®, AIF®
Government Relations Director
Jedi Management, Inc.
One Bridge Plaza North
Suite 275
Fort Lee, NJ 07024
Tel: 201-849-4426 / 201-461-5234
Fax: 201-947-7865
jason@jedimgt.com |
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Shikha Mittra, CFP®, CMFC®, CRPS®, MBA
Business Partners Director
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Darryn Murdoch, LCSW
Membership (Recruitment) Director
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Mary Ellen Nicola, CFP®
Public Relations Co-Director
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Damien Paumi, CFP®
Career Development Director
Nisivoccia & Company 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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Charles Roberson, CFP®, CLU
Technology Director
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Modera Wealth Management*
* Modera Wealth Management is the new name for Greenbaum and Orecchio, Inc.
56 Jefferson Avenue
Westwood, NJ 07675
Tel: (201) 768-4600
Fax: (201) 768-1111
ChuckR@ModeraWM.com
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Todd Stanard, CFP®, ChFC
Membership (Retention) Director
Lincoln Financial Advisors
395 W Passaic St
4th Fl
Rochelle Park, NJ 07662-3016
Tel: (201) 556-4503
Fax: (201) 368-5161
todd.stanard@LFG.com |
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Maria T. Eckert
Chapter Executive
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