Kenneth Angelo began his career in Financial Services in 1986. With over 30 years of experience, the focus of Ken's practice is providing advice and helping his clients to build, manage, and protect their assets. Throughout his career, Ken has held many positions in training and sales. 

Ken received a Bachelor of Science in Engineering degree Fairleigh Dickinson University. Additionally, he holds variable annuity, and variable life and health insurance licenses as well as FINRA Series 7, 31, 63, and 65 securities licenses.

Ken enjoys creating and hardscaping rock walls. He and his wife Dorinda currently reside in Mahwah, NJ.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, HI, ID, IL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV

Keith Swanson began his career in Financial Services in 1989.  With nearly 30 years of experience, and as a CFP®, Keith possesses deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax.

Keith graduated from The University of Tampa and earned a Bachelor's degree in Biology.  Additionally, he earned certifications from the College for Financial Planning, as a CERTIFIED FINANCIAL PLANNER™.  He completed the UBS Wealth Management Advisor Education Program and holds variable annuity, and variable life and health insurance licenses as well as FINRA Series 7, 24, 63, and 65 securities licenses.

Keith is active in the Swedish American Chamber of commerce and the Rockland Business Association. 

Keith enjoys hiking, skiing, reading, and gardening.  He and his wife Linda currently reside in Old Tappan, NJ.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, HI, ID, IL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, PA, SC, TN, TX, UT, VA, WA, WV

With over 25 years of experience in the Financial Services Industry, Sharon brings a deep knowledge to the team and their clients. Sharon’s experience helps her have a strong understanding of the firm and how to use the resources to benefit the individuals and families that she serves. 

Sharon graduated from Manhattanville College and holds her FINRA Series 7 and 66 licenses, as well as her New Jersey Health and Life Insurance licenses.

Sharon is an active member of St. Joseph's Church in Oradell, NJ, where she is the co-director of lectors. Sharon also enjoys spending time with her family, reading, supporting her favorite football teams (the NY Giants and Notre Dame), and the outdoors. She and her husband currently reside in Bergenfield, NJ with their 2 sons.

Registered States:
DE, FL, MA, NJ, NY