Michael Gee, CIMA®, CPFA®, CPM®

Senior Vice President - Financial Advisor, Senior Consulting Group

973-410-3259
Email |

Eric Woo, CFP®, CLU®, CPFA®, RICP®

Associate Vice President, Associate, Business Senior

973-410-3207
Email |
image of Cyrus Timchula

Michael Cyrus Timchula, APP

Senior Registered Client Associate

973-867-4676

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Dan Sullivan

Wealth Strategist


Bruce Crepea

Wealth Strategist


Steve Vitale

Wealth Management Consultant


Cathy Walker

Trust Consultant


Let's start the conversation

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