With over 23 years of experience in the financial services industry, I’ve had the privilege of serving individuals, families, and financial professionals with integrity, passion, and a commitment to excellence. My journey has taken me through leadership roles as a Regional Vice President in the Northeast for two of the country’s oldest and most respected mutual financial services companies, where I helped individual advisors grow and scale their practices.

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As a Certified Financial Fiduciary and Investment Advisor Representative, I specialize in guiding clients through the complexities of retirement income planning, wealth preservation, and legacy building. My approach is holistic and education-driven, grounded in principles of income, liquidity, and legacy. I take pride in demystifying complex financial decisions and making clients feel comfortable and confident in planning for their future.

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My leadership extends beyond my practice. I have served as Chapter President and Regional Vice President of the New Jersey National Association of Insurance and Financial Advisors (NAIFA). I currently serve as the Paramus Chapter President of the American Financial Education Association (AFEA) and am a longtime catechist at St. Denis Church in Manasquan, NJ.

Academically, I earned my bachelor’s degree in History and Finance from the City University of New York. I’ve furthered my financial education by earning the Chartered Financial Consultant (ChFC®) designation from the American College of Financial Services and completing the Certified Financial Planner™ curriculum at Fairleigh Dickinson University.

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On a personal note, I’ve been happily married to my incredible wife, Amy, for over 20 years. We live in Brielle, NJ, and are proud parents to our three amazing daughters—Ava Georgette, Hannah Grace, and Alexandra Lilly. Life with four strong women is full of fun, love, and occasional chaos—and I wouldn’t have it any other way. I stay active in their lives by coaching their Little League teams and teaching CCD classes at church. In my downtime, I love riding my bike to the beach and enjoying a well-earned happy hour with Amy and friends.

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Whether I’m at the office, in the classroom, or on the sidelines, my goal remains the same: to make a meaningful difference in the lives of others—personally and professionally.

Andy Urso has over 20 years of experience in the insurance and financial services industry, helping individuals and small business owners protect and grow their assets. He has also assisted clients in setting up retirement plans with guaranteed income designed to last throughout their lifetime.

Tim Taylor is the COO of The Wingate Group, Inc. and the Owner of Wealth-Patriots, LLC as a Certified Financial Fiduciary®, Tim has helped financially motivated business owners and individuals keep more of their hard-earned money and avoid paying unnecessary taxes for over 20 years...Helping them to Grow, Access, and Protect their wealth with the most Tax-Advantaged methods available.

Throughout the years of working with individuals and their budgets to help them become financially free, Tim has helped them get out of debt ranging from as little as $150 to as much as $1.5 million.

Tim and his beautiful wife have 4 daughters and 10 grandchildren. When he is not helping his clients, Tim loves spending time with his family and being outdoors.

Bruce has been involved in Financial Services since October 1985. Over the course of his career, he has held several key financial licenses, including the Series 3, 7, 63, and 51, and he currently holds the Series 65. In addition to these qualifications, Bruce also holds Life, Health, and Property & Casualty (P&C) Insurance Licenses. He is certified by AHIP in Medicare, the National Social Security Advisor (NSSA) program in Social Security Planning, as an IRMAA Advisor, and as a Federal Benefits Retirement Consultant (FBRC). Originally from Merrick, Long Island, Bruce has lived in Vienna, Virginia, since June 2007 with his wife, Dayna. He has two adult children—his daughter is an architect, and his son works in sports analytics. Bruce has also contributed to his community by coaching baseball and basketball, volunteering to raise funds for the Leukemia and Lymphoma Foundation, and raising awareness about the importance of bone marrow transplants in saving lives. Bruce resides with his wife, Dayna, and their two standard poodles, Scout and Sadie. He is an avid fan of the New York Yankees and the New York Islanders.

My name is Tatjana Schmitt, and after earning my Master of Business Administration and completing a successful 30-year career in the airline industry, I moved to Texas and shifted my focus to what inspires me most—helping individuals and families plan for a brighter tomorrow.

As a licensed agent in Life and Health and as Certified Financial Fiduciary, I provide guideance to guide families through proven Indexed Strategies,towards a future where their children have the freedom to chase their dreams—whether that means pursuing higher education, exploring the world, or following their own unique path. And I  help individuals prepare for retirement with strategies that provide confidence, security, and peace of mind. Having raised my own family and experienced my own transition into retirement, I understand the questions and concerns, that come with planning for life’s next chapter.

When I’m not working on behalf of my clients, I enjoy spending time with my family,especialy my granddaugher, traveling, and embracing the Texas outdoors—especially exploring the many scenic bike trails in the area.

Mr. Porter conducts Financial Planning, Investment Consulting, Family Office activities, and Trust planning and management with his team.

I have been a Financial Advisor for 12 years. I love spending time with my clients helping them achieve their financial goals. I love spending time with my wife and two kids, and playing sports in my free time.