Our Team

Dawn Nguyen

Client Services Assistant



Dawn provides support with administrative tasks and client management functions. Dawn has been in the financial services industry for 20 years in a variety of administrative positions.  Dawn received a Bachelor's Degree in...

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Margaret O'Meara, CFP®, AIFA®

President and Founder

(732) 224-9900

(732) 224-9952


Margaret O’Meara, CFP ®, AIFA® has been assisting schools, businesses and families businesses since 1993. Margaret provides...

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