2009 Board of Directors
Patrick J. Gilmore, Jr., CFP®
Chairperson

Patrick Gilmore, CFP®
PGA Financial Group
Suite 310
1680 Route 23 North
Wayne, NJ  07470-4805
Tel: (973) 812-7788
Fax: (973) 812-7768
Email:
pat@pgafin.com
 


Michael D. Gibney, CFP®
President

Michael D. Gibney, CFP®
Highland Financial Advisors, LLC
Suite 11
44 State Rt 23 N
Riverdale, NJ 07457-1603
Tel: (973) 557-2933
Fax: (973) 858-0201
Email:
michael@highlandplanning.com


Joseph D. Leone, CFP®, CPA, CLU
President-Elect

Amper Financial Services
Monmouth Shores Corporate Park
4814 Outlook Drive
P.O. Box 1728
Wall, NJ 07719
Tel: (732) 919-1400 x4057
Fax: (732) 919-6230
jleone@amper.com


Michael Maye, CFP®, CPA/PFS
Treasurer/Secretary

MJM Financial Advisors, LLC
68 Plymouth Dr
Berkeley Heights, NJ 07922
Tel: (908) 665-0330
Fax: (866) 738-0119
mmaye@mjmfinadv.com

 

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

 


Tom Duffy, CFP®
Education Director

Jersey Shore Financial Advisors LLC
125 Half Mile Road
Suite 200
Red Bank, NJ 07701
Tel: (732) 229-7489
Fax: (732) 321-6563
tduffy@jerseyshorefa.com

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

 


Tom Farrell, CFP®
Membership (Retention) Director

RegentAtlantic Capital, LLC
1200 Mount Kemble Avenue
Morristown, NJ 07960
Tel: (973) 425-8420 x204
tfarrell@regentatlantic.com

 


James Freisen, CFP®, CPA
Public Relations Co-Director

Robert J. Oberst, Sr. & Associates
218 Broad St
Red Bank, NJ 07701
Tel: (732) 842-2300
Fax: (732) 842-1755
jimfreisen@yahoo.com
 

 


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

Omega Hartman, CFP®
Public Awareness Director

Omega Financial Management
339 Walnut Ave
Cranford, NJ  07016
Tel: (908) 276-4636

 

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
 

 


Shikha Mittra, CFP®, CMFC®, CRPS®, MBA
Business Partners Director

ASNA RETIRESMART Consulting LLC
212 Carnegie Center
Ste 206
Princeton, NJ 08540
Tel: (609) 799-6343
Fax: (609) 520-8731
shikha@retiresmartconsulting.com
 

 


Darryn Murdoch, CSA, LCSW
Membership (Recruitment) Director

Wells Fargo Home Mortgage
230 Half Mile Rd
Red Bank, NJ 07701
Tel: (732) 933-8803
Fax: (732) 345-5168
darryn.murdoch@wellsfargo.com

 


Mary Ellen Nicola, CFP®
Conference Director

25 Rowan Rd
Chatham, NJ  07928-2210
Tel: (973) 635-1257
maryellennicola@hotmail.com

 


Damien Paumi, CFP®
Career Development Director

Ameriprise Financial
90 Matawan Rd
Suite 200
Matawan, NJ  07747
Tel: (732) 353-4100
Fax: (732) 765-8914
damien.j.paumi@ampf.com
 

 


Charles Roberson, CFP®, CLU
Technology Director

 Modera Wealth Management*
* Modera Wealth Management is the new name for Greenbaum and Orecchio, Inc.
1 Dewolf Rd
Old Tappan, NJ  07675-7015
Tel: (201) 768-4600
Fax: (201) 768-1111
ChuckR@ModeraWM.com


Maria T. Eckert
Chapter Executive

551 Valley Rd #365
Upper Montclar, NJ  07043
Tel: (877) 773-7265
Fax: (973) 556-1211
maria.eckert@earthlink.net


551 Valley Road #365 Upper Montclair, NJ 07043 - Phone 877-773-7265 - Fax 973-556-1211

The Financial Planning Association is the owner of trademark, service mark and collective membership market rights in FPA, and FINANCIAL PLANNING ASSOCIATION. The Marks may not be used without written permission from the Financial Planning Association.