Our Team | MARG Financial

Meet the Team

A Team Devoted to Your Success

We possess the precise know-how to assist clients from diverse backgrounds, circumstances, and aspirations in pursuing their objectives. Having encountered a myriad of situations, we stand ready to leverage our experience to navigate you from your current position to your desired destination.

Lawrence Buccheri

Lawrence Buccheri

Chief Executive Officer

larry.buccheri@margfinancial.com

Marietta Amato

Marietta Amato

Financial Advisor

marietta.amato@margfinancial.com

Thomas Barkalow

Thomas Barkalow

Financial Professional

Thomas.Barkalow@margfinancial.com

Josh Blumensteel

Josh Blumensteel

Financial Advisor

Josh.Blumensteel@margfinancial.com

Kristen Buccheri

Kristen Buccheri

Marketing/ Communications Coordinator

Kristen.Buccheri@margfinancial.com

Cheryl Coger

Cheryl Coger

Benefits Administrator

Cheryl.Coger@margfinancial.com

Dan DeRose

Dan DeRose

Financial Advisor

Dan.Derose@margfinancial.com

Dawn Fair

Dawn Fair

Director of Operations

Dawn.Fair@margfinancial.com

Richard Fiorentino

Richard Fiorentino

Financial Advisor

Richard.Fiorentino@margfinancial.com

Joel Gillman

Joel Gillman

Technology Director

Joel.Gillman@margfinancial.com

Tommy Grant

Tommy Grant

Financial Advisor

Tommy.Grant@margfinancial.com

Sean Greaves

Sean Greaves

Financial Advisor

sean.greaves@margfinancial.com

Justine Hughes

Justine Hughes,
CFP®, ChFC®, CPFA®

Financial Advisor

Justine.Hughes@margfinancial.com

Karen Mittler

Karen Mittler

Administrative Assistant

Karen.Mittler@margfinancial.com

Maura Murphy

Maura Murphy

Benefits Administrator

Maura.Murphy@margfinancial.com

Aaron Niederman

Aaron Niederman,
CFP® CFS® AIF® CPFA® RICP®

Financial Advisor & Director of Wealth Strategies

Aaron.Niederman@margfinancial.com

Annette Palagonia

Annette Palagonia

Case Manager

Annette.Palagonia@margfinancial.com

Mary Randolph

Mary Randolph,
PHR®

Director of Recruiting & Advisor Development

Mary.Randolph@margfinancial.com

Pat Rinaudo

Pat Rinaudo

Chief Financial/ Compliance Officer

Pat.Rinaudo@margfinancial.com

Keith Sadlowski

Keith Sadlowski,
CFP®, ChFC®, CLU®

Financial Advisor

Keith.Sadlowski@margfinancial.com

Alan Salowe

Alan Salowe,
CLU, RHU, CLTC

President

Alan.Salowe@margfinancial.com

Stuart Schlesinger

Stuart Schlesinger

Financial Advisor

Stuart.Schlesinger@margfinancial.com

Kristen Shatz

Kristen Shatz

Executive Assistant & Client Service Coordinator

732-922-3353

Kristen.Shatz@margfinancial.com

Nicholas Siliverdes

Nicholas Siliverdes

Financial Advisor

Nicholas.Siliverdes@margfinancial.com

Kimberly Stratton

Kimberly Stratton

Financial Advisor

(732) 922-6300 ext. 118

Kimberly.Stratton@margfinancial.com

John Surguy

John Surguy

Financial Advisor

John.Surguy@margfinancial.com

Yoshua Tejada

Yoshua Tejada

Financial Advisor

Yoshua.Tejada@margfinancial.com

Lesley Weiner

Lesley Weiner,
CFP®

Financial Advisor

Lesley.Weiner@margfinancial.com

Bob Yaeger

Bob Yaeger

Benefits Administrator

Bob.Yaeger@margfinancial.com

Our Approach

Discover our personalized, team-supported approach to financial services. We tailor comprehensive financial solutions to your unique needs and goals.

Our Approach

Personal Services

We provide a diverse range of personal and business services. Consolidate all your essentials for your long-term financial goals under one roof.

Explore Our Services

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Experience personalized, consistent communication around your finances. Guides involve you in the process. We continually put you first.

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