Get to know our leadership team

Leadership at the Cedarhurst and Wall Township office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Moshe Alpert

Moshe Alpert

CLU®, CFP®, ChFC®, RICP®

Managing Director

I specialize in comprehensive financial planning- from risk management to wealth preservation and distribution. Through a detailed and methodical process, I aim to create suitable and lasting solutions that help benefit the client's wants and needs. I have access to an array of life, disability and long term care insurance products, as well as a broad knowledge of the investment world.
Photo of Managing Partner Steven Abbass

Steven Abbass

CLU®, ChFC®, CFP®, CASL®, CAP®

Managing Partner

Photo of Alison Giacco Vogt

Alison Giacco Vogt

CLF®

Photo of Financial Advisor Jillian Kashuba

Jillian Kashuba

Financial Advisor

Photo of Business Development Manager Karen Orenstein Esq.

Karen Orenstein Esq.

J.D.

Business Development Manager

Photo of Wealth Management Advisor Samuel Waller

Samuel Waller

CFP®, RICP®, CLU®, ChFC®

Wealth Management Advisor

I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives. We deliver a concierge-style service to help you achieve your financial goals.
Photo of Growth and Development Director Oren Roth

Oren Roth

Growth and Development Director

Photo of Financial Advisor Jack Djmal

Jack Djmal

CLU®, CFP®, ChFC®, ChSNC®, WMCP®

Financial Advisor

Get to know our advisors and representatives.