Broker Check

The Team

Our Commitment to You

"We value long-term client relationships, and we welcome the challenge of meeting your changing needs. In a world where change is constant, you can count on us to meet your insurance and investment needs now and in the years ahead." 


Joseph Del Guercio CLU® , ChFC®

Partner | Investment Advisor Representative



Joe has been in the financial services industry since 1986. He graduated from Seton Hall University with a B.S. in Finance. Joseph currently holds the designation of Chartered Financial Consultant (ChFC®) and Chartered Life...

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David Maurer, CFP®,ChFC®,CRPC®, MBA

Partner | Investment Advisor Representative


David has been in the financial services industry since 2000. He graduated The College of New Jersey with a B.S. in Finance and then received an MBA in Corporate Communications from Fairleigh Dickinson University. He currently holds...

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Brandon Martin

Financial Planner | Investment Adviser Representative


Brandon has been in the financial services industry since 2017. He graduated Summa Cum Laude from Ramapo College with a B.A. in Law and Society. In addition, he received an M.A. in Higher and Post-Secondary Education Administration...

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