Financial Planning Association of NJ

Immediate Past President

CFP®, CSLP®, with Personal Wealth Strategies

Justin specializes in helping physicians navigate their unique financial challenges. With 10+ years of experience working with doctors at every career stage, he offers full financial planning including student loan strategies, insurance, tax mitigation, investing and more.

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President

CFP®, with Conklin Shure Financial

Joe is the founder of Conklin Shure Financial, an advice-only, flat-fee firm in Glen Ridge, NJ. He came to financial planning with a focus on transparency, client autonomy, and the human side of money. As President, Joe is focused on making FPA NJ a true professional community — not just an event calendar.

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President-Elect & Major Conference Director‍

CFP®, CRPC®, MPAS™, DMM, IAR, with Avantax Wealth Management

Laura is the founder of LJR Financial, with 33 years of experience. She takes a holistic approach to financial planning, helping clients build, protect, and ultimately pass on their wealth — throught well-rounded support in navigating life's uncertainties with clarity and purpose.

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Secretary & Treasurer

MSF, CFP®, EA, with Perigon Wealth Management

Steve provides tax, accounting, and financial planning services for individuals and small businesses. His specialties include individual and business tax planning, compliance, financial analysis, and retirement planning.

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Major Conference Director

CLU®, ChFC®, BFA™, with IRC Wealth

Carol crafts personalized financial strategies for business owners, professionals, and women stepping up to manage their finances, often for the first time. She's passionate about behavioral finance: how our experiences, money stories, and psychology shape our financial choices.

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Communications Committee Director

CFP®, CPWA®, with Wealth Enhancement Group

After his father passed unexpectedly, Greg saw how planning protects families. Now an award-winning, fee-only advisor with nearly 20 years of experience, he helps high-net-worth families, physicians, and professors protect and grow their wealth.

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Member Service Committee Director

CFP®, MBA, CLTC, CRPC, with SideBar Advisors

Niraj built his practice around a unique niche: attorneys. Recognizing that lawyers have distinct financial needs depending on their employment situation, he created SideBar Advisors as a central resource for legal professionals seeking comprehensive, tailored financial advice.

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Member Service Committee Director‍

With Next Pronto Capital Advisors

Mauro delivers transformative financial planning for his clients, focusing on investment, tax planning, estate planning, retirement, real estate, education, and healthcare. He currently supports 45+ households, executives, and entrepreneurs through complex financial decisions.

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NexGen Committee Director

CFP®, with HBKS Wealth Advisors

Robert provides comprehensive financial needs analysis through a network of experienced professionals. His areas of expertise include retirement planning, estate strategies, employee benefits and retention, business continuation strategies, and trust services.

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Women's Committee Director

CFP®, with Peapack Private Bank and Trust

Dawn is a CFP® professional who develops financial plans for high-net-worth clients. She's also a member of the Investment and Financial Planning Committees at Peapack Private Bank & Trust.

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Diversity, Equity & Inclusion Committee Director

With CEP Consultants, Inc.

Rickie is an enthusiastic leader with 17+ years of experience, particularly pension administration. He supports financial advisors, plan sponsors, HR managers, accountants, and plan participants, and has managed company-sponsored retirement plans ranging from 1-1,000 participants.

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Strategic Alliances Committee Director‍

CFP®, CEPA®, CLU®, ChFC®, with Wealth Enhancement Group

Dennis specializes in business growth and exit planning, for high-net-worth individuals. He works with a team of CPAs, attorneys, valuation experts, and M&A advisors to deliver integrated guidance that optimizes value, reduces taxes, and prepares clients for a smooth exit.

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Advocacy Committee Director

CFP®, with Advisors Capital Management

After her husband passed away unexpectedly, Frani saw firsthand how planning helps families navigate life's hardest moments. She now specializes in comprehensive financial planning and investment management, with expertise in life transitions like divorce and death.

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Pro Bono Committee Director

CFP®, EA, With WJL Financial Advisors, LLC

Michael is an unconventional career-changer (ask him about it!) who retooled for financial planning by earning his CFP®, Series 65, and Enrolled Agent credentials. He now offerins flat-fee services for people navigating retirement and other major life transitions.

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Pro Bono Committee Co-Director

CFP®, EA, CCFC, CPA, CEP

Tricia is passionate about bringing financial literacy to everyone from children to adults, in fun and interactive ways.

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Director of Education

CPA, CDLP®, CMPS®, with Luminate Bank

Anastasia works with first-time buyers and small business owners to connect the dots between credit, tax planning, income structure, and real estate goals. She's an approved CE instructor for CFPs and CPAs, and through SkillBuildStudio.com helps professionals communicate big ideas through visual storytelling.

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Executive Director

With Team Endeavor Consulting

Kristin brings experience from FPA chapters across New Jersey, Connecticut, New England, and the National Capital Area. With a background in association management, marketing, leadership, and public speaking, she keeps the chapter running smoothly behind the scenes.

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