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Meet The Team

Since our founding in 1984, we've built our business on teamwork - working as a partner to our clients, as a support network with our representatives, and in tandem with other professional advisers and leading financial services companies. Our team philosophy has a strength that's greater than the sum of its parts. And we can put it to work for you.

Senior Management

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Joseph J. Oakes, IV, AIF®

President & CEO

973-716-7520

jjoakes@acornfs.com

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William S. Oakes, CFP®

Senior Vice President, Sales & Recruiting

973-716-7510

woakes@acornfs.com

Meet the Staff

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Terrie Chase

Adminstrative Assistant to Steve Abbruzzese &

Jody Post

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973-716-7511

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Angel Chase

Receptionist, Licensing & Contracting, Illustrations & Quotes

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973-716-7558

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Matt Coiley

Adminstrative Assistant to Robert Ferrari &

William Conklin

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973-716-7542

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Nancy D'Ademo

Executive Assistant to Joseph J. Oakes, IV & William Oakes

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973-716-7517

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Alexandria DeZao​

Sales & Licensing Coordinator

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973-716-7532

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Taylor Donofrio

Executive Assistant to Jospeh J. Oakes, IV

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973-716-7553

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Beth Gallina​

Assistant to Jeffrey Susskind

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973-232-7404

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Sofia Giordano​

Compliance Assistant

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973-716-7584

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Nick Hanley CFP®

Director of Compliance 

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973-716-7588

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Donna Lyons

Executive Assistant to William Oakes

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973-716-7522

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Italia Malkin

New Business Case Manager​

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973-716-7590

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Kristin McNerney​

New Business Case Manager

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973-716-7554

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Tina O'Brien

Adminstrative Assistant to Jeffrey Steinmann

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917-932-3225

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Jody Post​

Business Manager

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973-716-7525

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Rick Russell​

Associate Director, IT

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973-716-7552

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Lisa Spardel​

Assistant to Jarrod Burke

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973-716-7595

Livingston, NJ

Dedication. Expertise. Passion.

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Steven Abbruzzese

CLU, ChFC®

Investment Adviser Representative

973-716-7519

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Lynn D. Araneta CLU, ChFC®

Financial Adviser

732-322-1249

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Jarrod W. Burke

CFP®

Investment Adviser Representative

973-716-7542

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Lori A. Colin

CFP®

Investment Adviser

201-389-2150

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William Conklin

CFP®â€‹

Financial Planner

973-716-7583

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Harry Conti

CLU, ChFC®

Financial Representative

973-716-7528

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Edward Donegan

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Investment Adviser Representative

848-997-1108

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Robert Ferrari 

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Financial Consultant

973-716-7522

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Stephen Geis

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Investment Adviser Representative

609-721-1329

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Dalton Heffel

​CFP®

Financial Advisor

262-884-7629

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Michael Jones

MBA

Financial Consultant

917-319-7876

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Mark Lalin

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Registered Prinicpal

973-316-2619

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Richard Leonetti​

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Financial Representative

856-582-9672

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Dean Ludwig

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Financial Consultant

973-716-7531

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Michael McHugh

​LUTCF

Wealth Manager

973-716-7548

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Jeff McIntire

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Financial Consultant

973-716-7515

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Robert Pakonis

​CLTC

Brokerage Director 

973-716-7589

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Robert Ritchie

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Financial Consultant

908-380-7799

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Michael Rose

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Financial Consultant

367-685-2219

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Janine Scura

Financial Consultant

973-316-2619

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Jacob Steinmann

​AIF®

Financial Advisor

646-971-4994

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Jeffrey Steinmann

CFP®, CLU, LUTCF, AIF®

Financial Advisor

212-573-5588

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Jeffrey Susskind

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Financial Advisor

973-716-7598

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Eric Weissman

​ChFC®, CLTC

Financial Advisor

973-716-7545

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Eric Wagner

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Investment Advisor Representative​​​

212-573-5560

Brielle, NJ

Dedication. Expertise. Passion.

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David Shave

CFP®, ChSNC

Certified Financial Planner​

732-722-5054

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Lori Shave​

Administrative Assistant to David Shave

732-722-5054

Paramus, NJ

Dedication. Expertise. Passion.

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Daniel Polizzotti

CFP®, CLU, ChFC, AIF®

Financial Advisor

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201-556-2648

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Jessica Joslin

FPQP™

Administrative Assistant to Daniel Polizzotti

201-556-2667

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Oscar Osores, Jr.

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Administrative Assistant to Daniel Polizzotti​

201-556-2667

Rumson, NJ & Essex, CT

Dedication. Expertise. Passion.

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James Magaziner​

ChFC, CFP® â€‹

Investment Adviser

Representative

732-758-6100

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Dawn Graham​

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Assistant to James Magaziner

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732-758-6100

Let’s Work Together

Get in touch so we can start working together.

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290 West Mount Pleasant Avenue
Livingston NJ 07039

Phone: (973) 994-0100

Fax: (973) 994-2986

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA & SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Licensed to sell Insurance Products and Securities in the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WI, WY.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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