How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


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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