Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


Lori Antonich

Lori Antonich

Client Service Manager


  • Fairleigh Dickinson University - MBA, Marketing
  • Drew University - BA, Psychology and Political Science, magna cum laude, Phi Beta Kappa
  • 20+ years of experience in global and domestic marketing, strategic planning and business development

Roles & Responsibilities

  • Oversees general client service, account inquiries and client scheduling
  • Manages office operations, practice marketing, special events, social media and website development
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