Our Team

Miguel Coelho, a Union County native, graduated from Kean University and achieved much success in retail banking before moving to the financial services industry. Knowing how important it is to always act in the client’s best...

John is a hard working investment professional with over twenty years of experience and knowledge making him a true asset to his clients. He has two degrees from Kutztown University; Business Management and Economics, the second of...

Theresa Carmagnola is a fixed income institutional advisor with over 20 years of experience who prides herself on providing clients with individualized and customized service.  She is a NJ native who, after completing her...