Financial Advisers | Contact

Don McDermott 

Financial Consultant | 732.604.7499 direct

Email |

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.


Christopher Matseur | 848.333.3538 direct

Financial Adviser

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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 | 732.406.5957 direct

Financial Adviser

Email |

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 the 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."