Broker Check

Team

 

Craig C. Bartlett, CFP®, CRPC®, CBEC®

Managing Partner & Financial Planner

(201) 556-4507

(201) 368-5161

Craig.Bartlett@LFG.com

Craig is the Managing Partner and a Financial Planner at Wealth by Design whose primary areas of responsibility are defining the client experience as well as proactively implementing planning strategies.

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Nicholas Petriello, CFA, CRPC®

Managing Partner & Director of Investment Planning

(201) 556-4565

(201) 368-5161

Nick.Petriello@LFG.com

Nick is the Managing Partner and Director of Investment Planning whose primary area of responsibility is designing and implementing investment strategies. Each client situation receives a thorough analysis of their existing portfolio...

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Jason D. Brito, CFP®, CRPC®

Partner & Financial Planner

(201) 556-4531

(201) 368-5161

Jason.Brito@LFG.com

Jason is a Financial Planner, whose primary areas of focus are retirement and investment planning. Jason works alongside Nicholas Petriello in designing and implementing investment strategies. Jason also plays an important role in the...

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Bryan Murray, CFP®

Financial Planner

(201) 556-4586

(201) 368-5161

Bryan.Murray@LFG.com

Bryan manages the financial planning process by organizing client’s information to develop personalized engagement proposals, which ultimately leads to a comprehensive financial plan, outlining a blueprint of solutions.

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Jo Ann Boyle

Group Benefits Specialist

(201) 556-4563

(201) 368-5161

jboyle@accessbenefitconsulting.com

Jo Ann is the Group Benefits Specialist working directly with our business owner clients. Prior to joining us, she worked for 15 years in Human Resources for a 100+ member law firm in NJ. Drawing on her HR experience, she brings a...
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Cheryl Flores

Executive Assistant

(201) 556-4509

(201) 368-5161

Cheryl.Flores@LFG.com

Cheryl is the voice of the practice who greets you when you call. She is our client’s personal service concierge handling all service related matters as well as managing all of the daily administrative functions. She has been the...
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Melissa Chan

Lead Investment Support Specialist

(201) 556-4561

(201) 368-5161

Melissa.Chan@LFG.com

Melissa’s primary responsibility is supporting all aspects of investment planning and the ongoing administrative management of our client’s investment accounts. This includes the assembly of the required paperwork to...

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Nicole Mial

Investment Support Specialist

(201) 556-4549

nicole.mial@lfg.com

Nicole’s main responsibility is working alongside Melissa to implement investment planning strategies and follow through on the continued administrative management of our client’s investment accounts. This includes...

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Kim Huan, CFP®, CRPC®, CPA, CMA

Retired Associate

(201) 556-4507

Kim is passionate about helping clients achieve their financial goals. As Director of Financial Planning she endeavors to design and create customized financial plans with implementable strategies. Her goal is to help clients take...

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Hermogenes B. Brillantes, CLU®, ChFC®

Retired Associate

(201) 556-4507

Harry, as he is known, was the Director of Marketing and a Financial Planner. His primary responsibilities were to promote public awareness of the importance of financial planning, expand the client base of the practice and foster...
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Paul Lee

Financial Planning Manager

2015564588

paul.lee@lfg.com

Paul is the Financial Planning Manager at Wealth by Design whose primary area of focus is managing the process of creating personalized financial plans strategically designed to improve ... 

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