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1130 Hooper Avenue
Toms River, NJ 08753
(732) 240-3915

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our experienced professionals have helped many people just like you with similar issues and concerns.

 
Joe has been offering reliable advice and dependable counsel to individuals and businesses for over 20 years. Having the CPA and CFP® certifications behind his name give Joe the unique advantage of being able to offer tax as well as...

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Christine has been with the firm since 2003 serving as the head of our Corporate/Business Accounting department. She earned her Bachelor of Science Degree in Accounting from Georgian Court College and has worked in the field of...

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Chris Riedinger

Wealth Management Associate

(732) 240-3915

(732) 240-1155

Chris has been with the firm since 2006 and works in the Wealth Management department. Having a background in accounting and finance, Chris assists Joe with everyday tasks such as paperwork, research, presentations, client...

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Michael has recently joined the firm full time within the past year. He is a tax return preparer and also provides support for our Accounting and Wealth Management departments. He is currently studying for the Series 6 - Investment...

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