Do you ever wonder how you will generate income in retirement?

Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.


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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