image of Marc Coopersmith

Marc Coopersmith, AWM, CFP®

Managing Director - Financial Advisor, Senior Consulting Group

888-524-4199
Email |

Bernard Kashmann

Senior Vice President - Financial Advisor, Consulting Group

862-272-1557 , ext. 8622
Email |
image of Matthew Coopersmith

Matthew Coopersmith, MBA

Financial Advisor

973-867-4636
Email |

Norman Lehrer

Senior Vice President - Financial Advisor, Consulting Group

888-524-4200

Thomas Klein, AWM, CFP®

Vice President - Associate, Business Senior

973-410-3251
image of Joshua Leon

Joshua Leon, MBA

Senior Business Associate

973-867-4691

Cindy Colavita

Senior Registered Client Associate

973-867-4680

Fran LaCouture

Senior Registered Client Associate

973-867-4692

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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.

advisor

Wealth Strategist