We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Ryan J. Marshall, CFP®, AIF®
Certified Financial Planner
Series 7, Series 66 and Series 24 Registrations Life, Health, & Variable Insurance License: NJ Ryan J. Marshall is a CERTIFIED FINANCIAL PLANNER™ professional. He is a graduate of Montclair State University with a Bachelors...
Thomas H. Ela, CLU, ChFC
President, Registered Principal
Thomas Ela has been a financial planner since 1984. He received his Bachelor of Arts from The William Paterson College in Wayne, New Jersey. He holds the designations of Chartered Life Underwriter (CLU), and Chartered Financial...
Patricia L. Ela, CES™
Certified Estate and Trust Specialist™
Rebecca D. Hawkins
Client Services and Operations Associate
Becky is a North Carolina native and a graduate of the University of North Carolina. She is Tom's right hand, assisting him in all aspects of the day to day tasks of running the firm and providing top notch service to our clients....
Client Service Associate
Arlene is a graduate of William Paterson University in Wayne, NJ and has several years of experience within the financial industry. Arlene began her career in account management for Oppenheimer Capital and later joined the client...
Heather graduated with a Bachelor’s degree in Psychology and Substance Abuse Counseling from Ramapo College of New Jersey in 2015. She has worked as an office administrator within education and legal sectors. Her education,...
Kim graduated with a certificate in Accounting from Berkeley College of NJ in 1988 and immediately entered the corporate world of equipment leasing and finance. She managed their bookkeeping team and became an intricate part of the...
Client Service Associate
Ray was born and raised in Haverstraw, NY. He graduated from St. Thomas Aquinas College in Sparkill, NY with a degree in business administration. After graduating Ray began his career working for SAC Capital in Stamford, CT supporting...