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Life changes, but your relationship with a C & A coach doesn’t. You’ve entered a long-term partnership dedicated to helping you manage your financial health through every phase of your life. He or she will draw-up an initial game plan for you based on your long-term goals, but that’s only the beginning. Time and events may change your ambitions and possibilities. And your coach will be with you through life’s transitions to help you adapt to new realities and grasp new opportunities.

And each C&A coach is backed by the resources of a larger team poised to provide the best advice to you throughout your lifetime

Interested in Joining our team?

Our success is predicated on coaching and advising individuals, families and businesses to help them identify their strengths, protect them from exposures, and act to achieve their dreams.

Your success can change the lives of your clients, and ensuring the best outcome for our clients is what we’re all about. If you would like to find out more, please call us at (732) 528-4800 or send an email.



Senior Leadership Team

Frank Congilose

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Jim Schepis

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C&A Advisors

Anthony Cerciello

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Peter Congilose

Brian Cunniff

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Jim Cunniff

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Phillip P. D'Ambrisi

Phillip D'Ambrisi

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Thomas Dogas

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Daniel Goldstein


Gary Gottlob

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Timothy Grable

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Patrick Kenny

Barry Nash

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Richard Pasick

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Rob Pendergist

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Eric Pertgen

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Eric Rios

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Martin Scott

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Jeffrey Seidel

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Sam Soprano

Samuel Soprano

(732) 528-4800
http://www.samsoprano.com
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John Spottke

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David Suckey

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John Suckey

Alexander Tragnitz

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John Vitolo

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George Williams

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Frank Zahn

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Affiliated Firms

DeYoung Financial Group

Christopher DeYoung

(856) 673-4092
Website: http://deyoungfinancial.com/

The Inspired Network Financial Group

Timothy Ayers

(732) 796-1500
Website: http://theinspirednetwork.com

Millstone Financial Group

Shore Point Advisors

Jason Lamb

(732) 876-3777
http://shorepointadvisors.com

James Fay

(732) 876-3777
http://shorepointadvisors.com/


Jake Rue

(732) 876-3777
http://shorepointadvisors.com/
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John Scalabrini

(732) 876-3777
http://shorepointadvisors.com/
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Sonstein Financial Group

Amy Sonstein, CPA/PFS

(856) 673-4150
Website: http://www.sonsteinfinancial.com
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Jason Sonstein, J.D.

(856) 673-4150
Website: http://www.sonsteinfinancial.com
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Eric Mauz

(856) 673-4150
Website: http://www.sonsteinfinancial.com
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Allison Burkett-Cook

(856) 673-4150
Website: http://www.sonsteinfinancial.com

Nicholas DiFederico

(856) 673-4150
Website: http://www.sonsteinfinancial.com
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Tomoro

David Mozeika

(732) 528-2231
Website: http://www.tomoronow.com/
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Jeremy Suarez

(732) 528-2231
Website: http://www.tomoronow.com/
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Jason Doviak

(732) 528-2231
Website: http://www.tomoronow.com/
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Michael Canarick

(732) 528-2231
Website: http://www.tomoronow.com/
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Seth Arndt

(732) 528-2231
Website: http://www.tomoronow.com/
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Robert Farrell

(732) 528-2231
Website: http://www.tomoronow.com/

Esterlaure Marsella

(732) 528-2231
Website: http://www.tomoronow.com/
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John Pescatore

(732) 528-2231
Website: http://www.tomoronow.com/

Trinity Financial

Staff Members

Maryann Archesi

Maureen Baletti

Kate Congilose

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Frank Congilose II

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Christine Dix

Mary Beth Ferraro

Carla Howlett

Michele Martinez-Singer

Marjie Stallings

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