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51 Haddonfield Road, Suite 260, Cherry Hill, NJ 08002

856-281-7009
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Our People

The greatest asset of any organization, large or small is its people. We are no different. We have an incredible, experienced and dedicated staff of professionals both locally and nationally. We work in collaboration each sharing our strengths, while collectively moving your financial situation forward.

Please take a moment to learn more about our team.

Nick Meyers

Nick H. Meyers, CFP®, CBEC

Partner & Director of Client Relations

856.281.7009

Philip Stern

Philip R. Stern, CFP®, CRPC®

Partner & Wealth Strategist

856.281.7009

John Dennis

John W. Dennis

Partner & Wealth Strategist

856.281.7009

Ryan Guss

Ryan Guss, CFP®

Partner & Wealth Strategist

856.281.7009

Judy Zarzatian

Judy A. Zarzatian

Client Relationship Specialist

856.281.7009

Jessica Smith

Jessica M. Smith

Client Relationship Specialist

856.281.7009

Robert Zwigart

Robert Zwigart

Client Relationship Specialist

856.281.7009

Joseph Kisler

Joseph Kisler

Client Relationship Specialist

856.281.7009

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.