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.
John H. Chapel
FlemingtonJohn H. Chapel
Jane Gore, MBA
FlemingtonJane Gore, MBA
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.
Eric W. Lathrop, MBA
FlemingtonEric W. Lathrop, MBA
FlemingtonEric brings more than 20 years of experience to Insight Financial Services, including 2 years as a financial advisor with Morgan Stanley Smith Barney and many years of account management experience with AT&T; Telcordia; Atrion Corporation; and Arbinet, Inc. Eric holds securities FINRA Series 66 and Series 7 in NJ, NY, PA and FL with LPL Financial; and he is licensed to sell life and health insurance. He received his bachelor’s degree from Wheaton College and MBA from Rutgers Graduate School of Management. Eric resides in Flemington with his wife and 3 children.
Paul A. Otis, LUTCF
FlemingtonPaul A. Otis, LUTCF
FlemingtonPaul joined Insight Financial Services as a Wealth Strategist after serving 21 years as a Registered Representative for Prudential and two years as Associate Producer of the Wealth Management Group in Whippany, NJ. He achieved numerous honors and awards during his tenure. Paul holds securities FINRA series 6 with LPL Financial and is licensed to sell life, health and property and casualty insurance in New Jersey. Prior to his career in the insurance and financial business, Paul served as Assistant General Manager of the Cincinnati Reds’ Class A minor league baseball team in Tampa, Florida and served as Aide to the Traveling Secretary for the Reds’ spring training operations. He graduated from the University of Florida with a Bachelor of Science degree in physical education/sports administration. Paul lives in Flemington with his wife and two sons.
Glad M. Perez
Basking RidgeGlad M. Perez
Basking RidgeGlad joined Insight Financial Services in 2008 and has worked in financial services since 2005. Prior to joining the firm, she was Vice President of Marketing and E-Commerce at Affinity Federal Credit Union in Basking Ridge, NJ, the largest credit union in New Jersey. She led programs offering an array of personal and business financial services to members, companies and organizations. While there, Glad served as Board member of the Affinity Investment Services, LLC Board and was an integral part of the senior leadership team for 4 years. Prior to that, Glad worked at AT&T for nearly 20 years in various senior leadership positions where she led many successful product and service launches in domestic, global and multicultural markets across a myriad of channels.
Glad graduated from Pace University’s, Lubin’s School of Business with a bachelor's of business administration and holds a mini-MBA certificate from the American Management Association. She has received numerous honors, including Who’s Who of Executives and Professionals and Who’s Who of American Women. Glad has held a New Jersey real estate license since 1988. She resides in Basking Ridge, NJ.
Robert W. Quinlan, MBA, CFP®
HolmdelRobert W. Quinlan, MBA, CFP®
HolmdelBob comes to Insight Financial Services with more than 20 years of financial consulting, marketing and account management experience. Since 2007, he has been a Financial Advisor and Registered Principal of LPL Financial, the broker/dealer for Insight Financial Services’ advisors. Prior to that, he was a financial planner with Met Life and Vice President at AXA Equitable. Bob earned his Bachelor of Science in Marketing from Fairfield University and holds an MBA in finance and marketing from Seton Hall University. He is a CERTIFIED FINANCIAL PLANNER™, holds Life and Health Insurance Licenses and has FINRA Series 7, 24 and 66 securities registrations currently held with LPL Financial. Bob resides in Wall Township, NJ.
James M. Luongo, CLU, ChFC, Wealth Advisor
Luongo Wealth Management, MorganvilleJames M. Luongo, CLU, ChFC, Wealth Advisor
Luongo Wealth Management, MorganvilleJim is a Wealth Advisor, by referral only, at Luongo Wealth Management. He has been in the insurance and financial services business since 1989 and was with Northwestern Mutual for 20 years. He has helped individuals and business owners achieve financial security taking a holistic view of both risk management and wealth accumulation. Jim holds a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designation. Jim received his Bachelor of Science in business administration from Monmouth University. He is a member of the Colts Neck Business Association and resides in Marlboro, NJ with his wife and two children.
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.