Robert J. Bacino, CLU, ChFC, CDFA
FlemingtonRobert J. Bacino, CLU, ChFC, CDFA
H. Wayne Tillman, CRPC
SomervilleH. Wayne Tillman, CRPC
FlemingtonRomil is a Financial Advisor at LPL Financial. He began his financial services career with Met Life in 1990 as a sales representative in Northern New Jersey. Since he wanted to help his clients with both the protection and potential growth of their assets, he obtained the securities registrations required. In 1996 Romil joined Chemical Bank (later Chase) in their insurance division, where he covered several branches in New York City, including the Times Square and the Fashion District, Romil joined LPL Financial in 2004. He works primarily with Medical professionals and small business owners on their investments, life, disability and long-term care insurance as well as employee benefits planning.
Shekhar Kuckreja, MBA, CLU
SkillmanShekhar Kuckreja, MBA, CLU
SkillmanShekhar joined Insight Financial Services as a Wealth Strategist in 2010. Before joining the firm, Shekhar started working at MetLife in 1989 as a Financial Services Representative and for 7 years he helped clients and families secure financial security. He subsequently started his own insurance agency, Princeton Insurance Agency, in order to expand his client base to include small and medium size businesses. Shekhar is currently a designated CLU, holds a securities FINRA Series 7 registration with LPL Financial, and looks to complete his CFP® designation in 2012. Shekhar graduated with honors in history from St. Stephen’s College, Delhi University and received his MBA from the Faculty of Management Studies from Delhi University as well. He is active in his community as a member of the local temple and the Asian Indian Chamber of Commerce. Shekhar currently lives in Skillman, NJ with his wife and daughter.
Director of Client RelationsSharon Faas
Director of Client RelationsSharon joined Insight Financial Services in 2007 as Director of Client Relations. In this critical role, she handles many administrative duties and provides our clients with the high standard of continuous service that they have grown to expect. Prior to joining Insight Financial Services, Sharon worked for AT&T for 21 years. During her time at AT&T she held numerous Executive Assistant roles as well as various management positions in the company’s Finance and Marketing departments.
Sharon currently resides in Succasunna, NJ.
Chief Executive OfficerJames Grehl
Chief Executive OfficerJim joined Insight Financial Services as the Director of Operations for the Holmdel office in January 2012. In July 2013, he was appointed Chief Executive Officer. Prior to joining the firm, Jim had a 23-year career with AT&T/Avaya as Director of International Business Development and Product Management with extensive experience in mergers and acquisitions. He has a BSEE degree from New Jersey Institute of Technology and an MBA from Fairleigh Dickinson University. Jim currently resides in Point Pleasant, NJ with his wife.
Compliance OfficerPatricia Hasegawa
Compliance OfficerPat joined Insight Financial Services in January of 2006 as the company’s Operations Manager. In 2014 she was named Compliance Officer. Prior to joining the firm Pat was the Program Manager for the National Exchange Carrier Association. She also held roles as both Billing and Support Manager and Tax Manager at AT&T. Pat holds FINRA Series 7, 6 and 24 registrations through LPL Financial. Pat received her Bachelor of Arts degree in business and economics from Rutgers University. She currently resides in Bridgewater, NJ.
Alison E. Hosler
Director of Advisor ServicesAlison E. Hosler
Director of Advisor ServicesAlison first joined Insight Financial Services' affiliate, Premier College Funding, in April 2012. She was formerly the Senior Director of Membership and Development at the Hunterdon County Chamber of Commerce. Prior to that she provided administrative services to St. Magdalen’s Church, where she is still an active member. Alison started her career at the State University of New York in Potsdam as Assistant to the Dean of Students. Alison graduated from Mount Saint Mary’s University in Emmitsburg, MD with a Bachelor of Science in Education and then got a Master’s Degree in Counseling at McDaniel College in Westminster, MD. The Hoslers are long-time residents of Raritan Township.
David A. Lang, MBA
Chief Operating Officer, Dir. of Human ResourcesDavid A. Lang, MBA
Chief Operating Officer, Dir. of Human ResourcesDave joined Insight Financial Services as the company’s Chief Operating Officer in August 2008 after a 25-year career with AT&T. Dave brings to the company broad experience in business, especially sales and marketing.
His role is primarily assisting the partners in running the day-to-day operations of the businesses, facilitating the legal and regulatory processes of starting and running new complementary businesses, and developing relationships within the local business community.
Dave grew up in Warren Township, NJ. He attended Fairleigh Dickinson University in Madison, NJ and has a Bachelor of Science degree in business management and finance, and an MBA in marketing.
Operations ManagerLinda Rofrano
Operations ManagerLinda has been in an operational role in the financial services industry since 2003, bringing her experience to Insight Financial Services in January 2014 as the Operations Manager. She began her career in Information Technology at PSE&G, holding multiple positions during her 16 year tenure, most recently that of IT Manager. Linda graduated from Seton Hall University with a degree in mathematics. She and her family are longtime residents of Raritan Township and are active members of St. Magdalen’s Church.
Chief Compliance OfficerMarc Viscomi
Chief Compliance OfficerMarc joined Insight Financial Services in May of 2004 as the compliance officer, and in 2014 was named Chief Compliance Officer. Prior to joining the firm, Marc acted as the Director of Technology in the Belvidere School District, as well as the Assistant Director of Technology at Delbarton School. Marc currently resides in Pittstown, NJ with his wife and two daughters.