With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
Colleen started with us in 2024 managing client relationships and providing customer and team support. She has been raising her family in Hunterdon County for 20 years. In her free time you may find her kayaking, camping, playing bingo, or doing puzzles with her friends and family.
Candy is your contact for scheduling meetings and is often the voice you hear when you call our office. She "retired" to Texas from New York in 2004 to be near her kids and grandkids. In her spare time, she likes hosting family dinners and shopping for her grandkids.
MaryGrace has lived locally since childhood and loves spending time on Hunterdon County’s biking and hiking trails. In her spare time, she enjoys spending time with family, working out, and reading historical novels. She also loves cheering on her Clemson Tigers during the college football season!
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