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, CFP®, ChFC®
Financial Planner, Investment Adviser Representative
Alfred Anke, LUTCF®
Financial Services Representative, Investment Adviser Representative
Beverly Wright
VP, Worksite Benefits
Brandon Sheh, MBA
Financial Planner, Investment Advisor Representative
Brian Parmelee, CFP®, CLU®, MBA
VP, Risk Management
Greg Wachter
VP, Risk Management
Jani Sawyer
Personal Assistant to Richard A. Fortune & Alfred Anke
Jeremy Hus, MSFS CFP® ChFC® CASL® CLU®
VP, Financial Planning
John Foreman, CIMA® MBA
VP, Investments
Kate Cassidy, JD*
VP, Advanced Markets
Mackenzie Nolan
Personal Assistant to Justin L. Williamson & Alec C. Hardy
Nicholas Gentile, CFP®
Financial Planner, Investment Adviser Representative
Niko Vamvakas
VP, Retirement Planning Solutions
Richard A. Fortune, LUTCF®
Financial Services Executive, Financial Advisor, Investment Advisor Representative
(908) 604-1101
