The Team

Mindful Wealth Management
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Timothy M Burklow Sr

Timothy M Burklow Sr

Private Wealth Advisor

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Designations

ChFC®, CFS®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

Rutgers University, Bachelor of Science Economics, 1991
CA Insurance #0B79550

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Christopher M Rotella

Christopher M Rotella

Financial Advisor

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Designations

MBA, CRPC®, ChFC®, CLU®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies

Education

Bachelor of Science, United States Coast Guard Academy, New London, CT, Master of Business Administration, Seton Hall University, South Orange, NJ
CA Insurance #0E41358

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Karol Turner

Karol Turner

Financial Advisor

Benjamin Burklow

Benjamin Burklow

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Women's Financial Strategies

Education

Montclair State University - Bachelor's Degree
CA Insurance #0J21576

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William Lewis

William Lewis

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

West Virginia University, BSBA, Finance, 1987-1991
CA Insurance #0I33956

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Rick Vanderpool

Rick Vanderpool

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Domestic Partner Planning

Education

BA Mass Communication, University of Miami
CA Insurance #0G57636

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Morgan Burklow

Morgan Burklow

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Charitable Giving

Education

Montclair State University, Bachelor of Science - Marketing 2007
CA Insurance #0J20985

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Richard Scillieri

Richard Scillieri

Financial Advisor

Our Staff

Ruth Occhipinti

Ruth Occhipinti

Client Concierge

Cyndy Lotterman

Cyndy Lotterman

Client Concierge

Linda Burklow

Linda Burklow

Client Service Specialist

Lynn Demchak

Lynn Demchak

Client Relationship Manager