Broker Check
About Tammy Kerner

About Tammy Kerner

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Strategic Partners

Alec Hardy

Alec Hardy, CFP®, ChFC®

Financial Planner, Investment Adviser Representative

(908) 484-7562

Alfred Anke

Alfred Anke, LUTCF®

Financial Services Representative, Investment Adviser Representative

(908) 484-7585

Beverly Wright

Beverly Wright

VP, Worksite Benefits

Brandon Sheh, MBA

Brandon Sheh, MBA

Financial Planner, Investment Advisor Representative

908-484-7563

Greg Wachter

Greg Wachter

VP, Risk Management

Jani Sawyer

Personal Assistant to Richard A. Fortune & Alfred Anke

908-604-1100

Joseph Casa

Joseph Casa

Investment Operations Coordinator

(908) 484-7575

Justin Williamson

Justin Williamson, CFP®, ChFC®

Financial Planner, Investment Adviser Representative

(908) 484-7564

(908) 604-1101

Kate Cassidy, JD*

Kate Cassidy, JD*

VP, Advanced Markets

Kellen Hardy

Kellen Hardy

Financial Services Representative

(908) 605-3714

Mackenzie Nolan

Mackenzie Nolan

Personal Assistant to Justin L. Williamson & Alec C. Hardy

(908) 484-7568

Michael Guldin, CFP®

Michael Guldin, CFP®

Financial Advisor, Investment Advisor Representative

908.605.3709

Nicholas Gentile, CFP®

Nicholas Gentile, CFP®

Financial Planner, Investment Adviser Representative

(908) 605-3703

Niko Vamvakas

Niko Vamvakas

VP, Retirement Planning Solutions

Richard Fortune

Richard A. Fortune, LUTCF®

Financial Services Executive, Financial Advisor, Investment Advisor Representative

(908) 484-7570

(908) 604-1101

Roshan Nair

Roshan Nair

Financial Advisor, Investment Advisor Representative

908.605.3708

Seb Cassu

Seb Cassu

Financial Advisor, Investment Advisor Representative

908.256.5657

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