Life changes, but your relationship with a C & A coach doesn’t. You’ve entered a long-term relationship 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 CFP®, CLU, ChFCFinancial Representative of Guardian and Registered Representative of PAS |
Connect on LinkedInC&A Advisors
Kate CongiloseFinancial Representative of Guardian | |
Peter CongiloseFinancial Representative of Guardian and Registered Representative of PAS | |
John CoyleFinancial Representative of Guardian |
Brian CunniffFinancial Representative of Guardian and Registered Representative of PAS |
Jim CunniffFinancial Representative of Guardian |
Phillip D'AmbrisiFinancial Representative of Guardian and Registered Representative of PAS |
Thomas DogasFinancial Representative of Guardian and Registered Representative of PAS |
Emily Zeigler CFPFinancial Representative of Guardian and Registered Representative of PAS |
Tyler HobbsFinancial Representative of Guardian |
Patrick Kenny CFPFinancial Representative of Guardian and Registered Representative of PAS |
Barry NashFinancial Representative of Guardian and Registered Representative of PAS |
Richard Pasick CLU, RICP, ChFC, CLTCFinancial Representative of Guardian and Registered Representative of PAS |
Rob PendergistFinancial Representative of Guardian and Registered Representative of PAS |
Eric RiosFinancial Representative of Guardian and Registered Representative of PAS |
Samuel Sopranohttp://www.samsoprano.com Financial Representative of Guardian and Registered Representative of PAS |
John Spottke CLU, ChFC, CLTCFinancial Representative of Guardian and Registered Representative of PAS |
David SuckeyFinancial Representative of Guardian and Registered Representative of PAS |
John SuckeyFinancial Representative of Guardian and Registered Representative of PAS |
Alexander TragnitzFinancial Representative of Guardian and Registered Representative of PAS |
John VitoloFinancial Representative of Guardian |
Michael BennettFinancial Representative of Guardian |
John ApplegateFinancial Representative of Guardian |
Affiliated Firms
DeYoung Financial Group
Christopher DeYoung(856) 673-4092 Financial Representative of Guardian and Registered Representative of PAS |
Brett MichenerFinancial Representative of Guardian |
Sonstein Financial Group
Amy Sonstein, CPA/PFS(856) 673-4150 Financial Representative of Guardian and Registered Representative of PAS |
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Eric Mauz(856) 673-4150 Financial Representative of Guardian |
Allison Burkett-Cook(856) 673-4150 Financial Representative of Guardian and Registered Representative of PAS |
Tomoro
David Mozeika(732) 528-2231 Financial Representative of Guardian and Registered Representative of PAS |
Jeremy Suarez(732) 528-2231 Financial Representative of Guardian and Registered Representative of PAS |
Jason Doviak(732) 528-2231 Financial Representative of Guardian and Registered Representative of PAS |
Michael Canarick(732) 528-2231 Financial Representative of Guardian and Registered Representative of PAS |
Seth Arndt(732) 528-2231 Financial Representative of Guardian and Registered Representative of PAS |
Robert Farrell(732) 528-2231 Financial Representative of Guardian and Registered Representative of PAS |
Trinity Financial
Peter Grandich(732) 642-3992 Financial Professional |
Staff Members
Keri VetereExecutive Assistant |
Maureen BalettiExecutive Assistant |
Kate CongiloseTalent Aquisition/Managing Director |
Frank Congilose IIChief Financial Officer/ Director of Information Technology |
Christine Dix |
Tish FergusonTalent Aquisition |
Michele Martinez-Singer |
Linda Martino |
