Experience
Margaret O'Meara, CFP®, AIFA®
President and Founder
(732) 224-9952
Margaret O’Meara, CFP ®, AIFA® has been assisting schools, businesses and families businesses since 1993. Margaret provides...
Dawn Nguyen
Client Service Manager
732-224-9952
Dawn Nguyen is a seasoned sales and service support professional with over 20 years of experience in the financial services and IT industries. She holds a B.A.S. in Technology Development and Management and has completed additional...
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Ryan Raynis
Financial Advisor, Vice President
904-524-4182 (voice only)
Ryan Raynis is a Financial Advisor who helps executives and high net worth individuals bridge the gap between their complex compensation structures and long-term wealth creation. After a successful 32-year career in strategic...
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