CONNECT

Address:

198 Route 9 North, Suite 205
Manalapan, NJ 07726

Phone:

(732) 409-7232

Managing Director

 
  • Yale Levey
    CFP®, CAP®

    Managing Director NGWP / Lead Financial Planner and Advisor / Individual, Family, Business and Corporate Philanthropy Facilitator

  • Scott Hamilton

    High Net Worth Financial Planning, Tax Planning and Wealth Transfer Solutions

  • Kerry Dowd

    Office Manager / Head of Operations

  • Eileen Toomey

    Relationship Manager / Operational Support

  • Scott Farnsworth

    Family Philanthropy and Multigenerational Family Governance

  • Mary Tomlinson

    Family Dynamics and Culture

  • Ken Doyle

    Individual Personalized Life and Business Coaching

  • Lauren Doyle

    Individual Personalized Life and Business Coaching

  • Susan Caruso Green

    Grant Specialist

  • Maria Semple

    Prospect Research /
    Social Media Strategies

  • Tonia Papke, MBA

    Nonprofit Financial Management
    and Reporting

  • Peter Heller

    Fundraising Strategic Advice
    Capital Campaigns
    Major Gift and Training Programs
    Feasibility Studies

  • Betsy Steward

    Fundraising Strategic Advice
    Capital Campaigns
    Major Gift and Training Programs
    Feasibility Studies

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck