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Meet Our Team

Meet Our Team

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Anthony Karabas

Anthony M. Karabas, CLU®, ChFC®, LUTCF

Financial Services Executive | Financial Planner | Special Needs Planner

Janine Gowdy-Karabas

Janine Gowdy-Karabas

Personal Assistant

Gerry Silberman

Gerry Silberman

Investment Director

John Bucsek

John Bucsek, CFP®

Certified Financial Plannerâ„¢ Practitioner

Bellaria Jimenez

Bellaria Jimenez, CFP®, MBA

Certified Financial Plannerâ„¢ Practitioner

Kristen Esposito

Kristen Esposito

Registered Representative

Bruce Bickar

Bruce Bickar, RICP®

Chief Operations Officer

Richard Caruso

Richard Caruso

Vice President of Compliance

Natalie Rubino

Natalie Rubino

Marketing Consultant

Lisa Crosta

Lisa Crosta

Director of Financial Planning

(732) 623-7850

(732) 623-5730

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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