Our Team

Greg Makowski

Gregory Makowski, CFP®, AIF®

Founding Partner | Managing Member

(973) 826-8800 x222

Harris Nydick

Harris Nydick, CFP®, AIFA®

Founding Partner | Managing Member

(973) 826-8800 x223

Edward Swikart III

Edward Swikart III, CFP®

Director, Financial Planning

(973).826.8800 ext. 229

(973).256.8688

John Bartlett

John Bartlett, CFP^®, AIF^®

Director of Retirement Services

(973) 826-8800 x228

Julio Fiallos

Julio Fiallos, MBA

Financial Services Analyst

(973) 826-8800 x237

Alexandra Makowski

Alexandra Makowski, CFP®

Paraplanner

(973) 826-8800 x247

Philip Nydick

Philip Nydick

Paraplanner

(973) 826-8800 x213

Christina Leavy

Christina Leavy

Operations Manager

(973) 826-8800 x221

Bob Jaffe

Bob Jaffe, MBA, AAMS^®

Financial Advisor