Our Advisors

James Costabile

James Costabile

Private Wealth Advisor

Michael Bonevento

Michael Bonevento

Private Wealth Advisor

Joseph Pearce

Joseph Pearce

Financial Advisor

Fred Weiner

Fred Weiner

Financial Advisor

Henry Kochan

Henry Kochan

Financial Advisor

Rick Shaughnessy

Rick Shaughnessy

Financial Advisor

Ryan Orsley

Ryan Orsley

Financial Advisor

Our Staff

Jessica A. Bonevento-Hazelet

Jessica A. Bonevento-Hazelet

Client Service Manager
More about me...

Contact

jessica.a.bonevento@ampf.com

732.359.3800

Qualifications

  • Georgian Court College, BS Accounting 1988
  • Series 7, Series 66, Life & Health Certification

Roles & Responsibilities

  • Jessica is a fully licensed client service manager. Jessica manages the day to day activities/needs of clients.
  • Jessica schedules appointments, trouble shoots, manages business functions, and ensures a consistent level of client service.
Kelly Boulard

Kelly Boulard

Client Service Manager
More about me...

Contact

kelly.a.boulard@ampf.com

732.359.3800

Qualifications

  • Stuart School of Business, Executive Administration, 2000
  • Brookdale Community College, AA Education 1997

Roles & Responsibilities

  • Kelly is a client service manager. Kelly manages the day to day activities/needs of clients.
  • Kelly schedules appointments, trouble shoots, manages business functions, and ensures a consistent level of client service.
Susan Maes

Susan Maes

Client Service Manager
More about me...

Contact

susan.maes@ampf.com

732.359.3800

Qualifications

  • Springfield College, BS Business 1986
  • Series 63, Series 7

Roles & Responsibilities

  • Susan is a fully licensed client service manager. Susan manages the day to day activities/needs of clients.
  • Susan schedules appointments, trouble shoots, manages business functions, and ensures a consistent level of client service.

Marisa Simonini-Terranova

Client Service Manager
More about me...

Contact

marisa.simoniniterranova@ampf.com

732.359.3800

Roles & Responsibilities

  • Marisa is a client service manager. Marisa manages the day to day activities/needs of clients.
  • Marisa schedules appointments, trouble shoots, manages business functions, and ensures a consistent level of client service.
Sandra LaSpina

Sandra LaSpina

Operations Manager
More about me...

Contact

sandra.a.laspina@ampf.com

732.359.3800

Qualifications

  • Monmouth University, BS Business Administration 1992

Roles & Responsibilities

  • Sandra is the operations manager. She designs, processes, and ensures, that all marketing material adheres to corporate policy.
  • Sandra also creates and directs all client related activity including events and seminars. Additionally, Sandra assists in the operational management of the practice.

Stephen Kuczynski

Investment Specialist
More about me...

Contact

stephen.kuczynski@ampf.com

732.359.3800

Qualifications

  • The George Washington University, BBA-International Business, 2014
  • Series 66, Series 7, Life & Health Certification

Roles & Responsibilities

  • Steve is a fully licensed investment specialist.
  • Steve monitors the daily needs of our clients by assisting with comprehensive financial planning topics, portfolio monitoring, investment research and trading operations/activities.

Daniel Monzi

Paraplanner
More about me...

Contact

daniel.monzi@ampf.com

732.359.3800

Qualifications

  • Binghamton University, BA, Economics, 2016
  • Series 63, Series 65, Series 7, Life & Health Certification

Debra Pica

Client Concierge