Tina has spent more than 20 years in the financial field. She was formerly with Sagemark Consulting Private Wealth Services, a group that focuses on the high net worth clients, in Edison. Prior to that, she was employed with several prestigious financial institutions including Morgan Stanley, American Stock Exchange, Manufactures Hanover Trust and Chase Manhattan Bank. Tina was recently accepted into the Sports Financial Advisor association to work with professional athletes. She is also an NFLPA Registered Player Advisor. She graduated from SUNY Stony Brook with a B.S. degree in Applied Mathematics and Statistics. She resides in Little Silver, NJ with her husband and two children. Her hobbies include swimming and long-distance running and she completed the Alaska Marathon in 2003.

Eric 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.

Stephen is a registered Financial Advisor through LPL Financial. With over 25 years of experience, he is knowledgeable in providing strategies and customized plans for families who recognize the importance of long-term financial planning. Having put 2 grown daughters through college, Steve is sensitive to the many challenges families face, financially and otherwise, as they begin to navigate the maze associated with college planning. Steve and his wife reside in Pennington, NJ.

Paul 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 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 joined Insight Financial Services in 2010. He has been in the financial industry for nearly five years and prior to joining Insight Financial Services, he was at New York Life. Robert also served as a financial consultant with AXA Advisors and, prior to that was with AT&T. He enjoys being an active member of his local community by coaching little league baseball as well as through his involvement in local networking groups. Bob is currently a resident of Wall Township, NJ.

Jim 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.

Martin is President of Nielsen Financial Group in Hillsborough, NJ. He has been involved in the retirement planning field since 1990. During that 20 year period, he has had the privilege of working with many people approaching retirement or already enjoying it. He specializes in providing solutions for each client's unique situation, utilizing strategies that provide a way to participate in the power of the market, while never experiencing the risk of loss that all too often comes with the market as well. His goal is to help clients realize their financial dreams, whether that may be to provide added income, or to pass a legacy onto your loved ones.

Pam joined Insight Financial Services in 2009. She has more than 20 years of experience in the marketing field. For 15 years, she served as Principal of By Design, marketing and graphic design consultants in Stockton, NJ. Prior to running her own business, she was Director of Business Development for HLW Architects, Engineers and Planners in New York City. She graduated from Bucknell University with a Bachelor of Arts degree in art history and studio art. Pam, her husband and 2 children live in Delaware Township, NJ.

Sharon 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.

Jim joined Insight Financial Services as the Director of Operations for the Holmdel office in January 2012. 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.

Pat joined Insight Financial Services in January of 2006 as the company’s Operations Manager. 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 a NASD Series 7 license and she is a registered Life, Accident, and Health Representative in the State of New Jersey. Pat received her Bachelor of Arts degree in business and economics from Rutgers University. She currently resides in Bridgewater, NJ.

Dave 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.

Bob 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.