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Meet Our Team

Meet Our Team

We believe that financial planning should be accessible to everyone. Most people will be able to meet their financial goals if they are guided by sound advice. The future you hope for is shaped by the advice you receive and the steps that you take along the way. It's not just about making money, it's about achieving a balance in your life, so that you can find more time to do the things that you want to do.

Our Team of Professionals

Our team of experienced professionals consists of Certified Financial Planners®, Chartered Financial Consultants, and Investment Advisors to help you reach your goals throughout your life and retirement.

Gary  Bonavita

Gary Bonavita, CLU, ChFC®

Financial Planner | Investment Advisor Representative | Financial Services Representative

(201) 226-3304

(201) 712-0383

Michael  Werfel

Michael Werfel

Financial Planner | Investment Advisor Representative | Financial Services Representative

(201) 226-4706

(201) 712-0383

Jason Braunstein

Jason Braunstein

Financial Planner | Investment Advisor Representative | Financial Services Representative

(201) 226-3315

(201) 712-0383

Lawrence Siliato

Lawrence Siliato

Financial Advisor | Investment Advisor Representative | LUTCF®

(201) 226-3307

(201) 712-0383

Thomas  Janovic

Thomas Janovic

Financial Planner | Investment Advisor Representative

(201) 226-3311

(201) 712-0383

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