Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Mark Antonich

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Mark Antonich Visit Mark Antonich's website


Our team

Lori Antonich

Lori Antonich

Client Service Manager

Qualifications

  • Fairleigh Dickinson University - MBA, Marketing
  • Drew University - BA, Psychology and Political Science, magna cum laude, Phi Beta Kappa
  • 20+ years of experience in global and domestic marketing, strategic planing and business development

Roles & Responsibilities

  • Oversees general client service, account inquiries and client scheduling
  • Manages office operations, practice marketing, special events, social media and website development
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