Making A Difference Where We Live and Work 

We devote our time and energy to strengthening the communities we serve. Whether helping build homes, coaching the next generation, championing local health initiatives, volunteering at animal shelters, or collaborating on community programs, we recognize that even the smallest acts of service can create meaningful and lasting change. 


What we do matters…


Action Within Our Community

  • Ed Leach - Passaic County Habitat for Humanity - Board of Directors & Finance Committee

  • Ed Leach - Waldwick Baseball Softball Association - Coach

  • Ed Leach - Waldwick Soccer Association - Coach (2022-2024)

  • Ed Leach - Alzheimer's New Jersey - Board of Directors, Treasurer, & Finance Committee (2015-2021)

  • Ed Leach - Alzheimer's New Jersey- Walk to End Alzheimer's Committee (2011-2021)

  • Reed Fraasa – Kinnelon Recreation – Youth Coach (1999 – 2014) 

  • Reed Fraasa – Fayson Lakes Association – Board Member/President (1997 – 2000) 

  • Reed Fraasa – FPA NJ – Board Member/President/Chair (2003 - 2005) 

  • Reed Fraasa – FPA National - CLRC Chair (2006 – 2008) 

  • Reed Fraasa – Kinnelon Recreation Department – Commissioner (2011) 

  • Reed Fraasa – FPA NJ – Major Conferences Chair (2014 – 2017) 

  • AnnaMarie Mock - Cornerstone Family Programs & Morristown Neighborhood House - Corporate Leadership Council Member

  • AnnaMarie Mock - Morris County Park Commission - Board Member, Morris County Park Alliance

  • Joey Casolaro - Passaic County Habitat for Humanity Young Professionals Committee - Member

  • Joseph Goldy - T1D Breakthrough - Volunteer

  • Joseph Goldy - Savvy Ladies - Volunteer

  • Joseph Goldy - Camp Nejeda Annual Walkathon - 5k walk for Camp Nejeda (2023) 

  • Joseph Goldy - Junior Achievement USA – Volunteer/Trainer (2017 – 2019) 

  • Joseph Goldy - EKAM USA – Volunteer/fundraiser (2024) 

  • Shiyun Ye - Rutgers New Brunswick - Panelist (2023) 

  • Shiyun Ye - FPA NJ & ALPHA - Liaison/Secretary (2019 - 2020) 

  • Shiyun Ye - FPA NJ - Committee Volunteer (2019) 

  • Michelle Ardiff - Associated Humane Society (Newark) Adventure Tails Program - Volunteer

  • Chris Fuksman - Eleventh Hour Rescue - Volunteer

Take the First Step

Our goal is to help you sleep well at night, knowing you have clarity about your options and confidence in your financial direction. To achieve this, click the link below to be redirected to our contact page, where you can schedule a 15-minute call with one of our advisors. We’ll ask some quick questions about you to see if we make a good fit and offer ways we can help.  

Contact Us