Don McDermott | Partner and President
Don has assisted people in the planning and implementation of their personal and business financial goals for over 40 years. He helps his clients by concentrating on being responsive to their financial needs and objectives. Don accomplishes this by listening to his clients; as well as, asking them the proper questions to better understand their personal situation. Typically, he's able to guide them to financial success without them spending any additional money out of their pocket by simply making what they are spending work more efficiently. The benefit to his clients is their ability to spend more of their free time doing what they enjoy.
Don holds FINRA Series 1, 24, 63 and 66 licenses for California, Colorado, Delaware, Florida, Maine, New Jersey, Pennsylvania, South Carolina, Virginia, West Virginia, and the District of Columbia. He is also a licensed producer for insurance in Colorado, Florida and New Jersey; as well as, a licensed mortgage originator in New Jersey.
Lawrence P. Seiden, RICP® | Partner and Vice President of Finance
Larry provides financial planning and investment advice to a diverse client base. His financial planning approach to asset building, retirement planning, insurance planning, tax planning, estate planning, and college planning is built on client education and strategic solutions designed to guide his clients in achieving their financial goals.
Larry holds FINRA Series 6, 7, 63, and 65 securities licenses, and Series 24 General Securities Principal's license; as well as, licenses in life, health, disability, and long-term care insurance. Larry's securities licenses are held in Arizona, Florida, New Jersey, Ohio, Pennsylvania, and South Carolina. His insurance licenses are also held in Arizona, Florida, New Jersey, Ohio, and Pennsylvania. He is also a licensed mortgage originator in the State of New Jersey.
Prior to entering the financial services industry, Larry worked in the manufacturing sector where he held several management positions. He completed his undergraduate degree at Rutgers University and completed his graduate studies at Rider College and UMDNJ.
Christopher Matseur | Partner and Vice President of Operations
Chris provides a wide range of financial planning advice to a diverse client base. His planning strategies and solutions always put the individual client's interests first.
Chris holds FINRA Series 6, 63 and 65 securities licenses; as well as, licenses in life, health, disability, and long-term care insurance. His securities licenses are held in Colorado, Connecticut, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia. His insurance licenses are also held in New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia. He is also a Notary Public and a licensed mortgage originator in the state of New Jersey.
Prior to entering the financial services industry, Chris worked in the sales and distribution field for a major New Jersey corporation and is currently active in public service as a Fire Commissioner.
James R. Elieff | Associate
Jim has been in the financial services industry since 1992. His focus is on developing strategies and solutions based on the client's risk tolerance, time horizon, liquidity needs, and overall investment goals. Jim works with high-net-worth individuals, their families, and their businesses to help them meet their short and long-term financial goals.
Jim's approach to wealth management is consultative and objective, and he is committed to providing excellent service. He takes the time to listen to and review client's financial situations, preferences, and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations as well as time horizon, risk tolerance, and liquidity needs. Jim then follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services, and philanthropy.
Jim is a graduate of Trenton State College, with a B.S. in Engineering. During his tenure with Digital Equipment Corporation as the Mid-Atlantic Regional Support Engineer, Jim's passion for investments brought about a career change to the financial services industry in 1992.
Jim holds FINRA Series 6, 7, 63, and 65 securities licenses; as well as, licenses in life, health, disability, and long-term care insurance. Jim's securities licenses are held in New Jersey and Tennessee and his insurance license is held in New Jersey. He is also a licensed mortgage originator in the State of New Jersey.
"Working With You, Working For You."