New Jersey Headquarters

Combined with Penn Mutual’s pioneering stability since 1847, our firm stands out as a well-respected financial organization serving New Jersey and beyond. With over 30 years of success as a pillar of financial guidance, we take pride in helping our communities pursue the type of financial future they’ve dreamed about.

For many people, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions and choices can be overwhelming.

That’s where our firm comes in!

Our primary purpose at our firm is to help you protect the things you love through thoughtful plans that evolve throughout all stages of your life. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.

Edison Address

110 Fieldcrest Avenue First Floor
Suite #20
Edison, New Jersey 08837

Phone: 732-225-0777


Saddle Brook Address

250 Pehle Avenue
Plaza 2, Suite 302
Saddle Brook, NJ 07663

Phone: 201-256-8020

Tinton Falls Address

Hovchild Plaza
4000 Route 66, Ste 236
Tinton Falls, NJ 07753

Top Places To Work

Financial professional looking to partner with a premier firm?

For decades, we have been partnering with Financial Professionals to build and grow their practices.

We understand that this industry can be challenging so we have many valuable resources at your fingertips to help Financial Professionals every step of the way.

As a firm, we take pride in having a culture that our Financial Professionals and Employees love being a part of.

‘Culture is simply a shared way of doing something with a passion.’ — Brian Chesky

We have been awarded a Top Workplaces honor for 5 years running by The Top Workplaces. “Earning a Top Workplaces award is a badge of honor for companies, especially because it comes authentically from their employees,” said Eric Rubino, Energage CEO. “That's something to be proud of. In today's market, leaders must ensure they’re allowing employees to have a voice and be heard. That's paramount. Top Workplaces do this, and it pays dividends.”

Top Workplace Awards are based on employee feedback.

Why Partner With Us?

Our main goal is to help you, the financial professional, be successful in this competitive environment.


We have competitive products spanning every category of insurance and protection.


We invest in your business with our centralized marketing programs.


We have a collaborative culture of education, idea sharing, teaming, and fun!


As many of our financial professionals are members of NAIFA, we are committed to the advocacy of our industry.

* LEAP®, Leap-The Model for Financial Success™, The Leap Model™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, Protection, Savings, and Growth Model®, and Lifetime Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of Penn Mutual Life Insurance Company (PML). HTK is a wholly owned subsidiary of PML. Trademarks belong to their respective owners.

News and Events

Get to know us

Edward Barrett

Managing Principal


Diego Correa

Director, Business Development


RJ Greff

Director, Business Development


Alyse Storzieri

Regional Marketing Manager


Lisa Merlino

Office Manager


Sylvana Mitas

Executive Assistant to Managing Principal


Shannan Clogher

Project Manager


Amy Lottmann

PML Case Specialist


Edison, Saddle Brook & Tinton Falls

Firm Services

Firm Specialty

Extensive Products and Services

We offer broad options to help our clients achieve their financial goals. 

Centralized Marketing

We create turn-key marketing programs that are easy to implement and track, including but not limited to:

  • A “Marketing Blitz” Assessment and Plan
  • Free Marketing Software that is integrated with compliance and loaded with hundreds of emails, thousands of social media posts and an event builder
  • Business Builder Networking Events, CPA classes and marketing ideas for your strategic alliances
  • Prospecting Events, such as Child Safety Workshops, Client Appreciation Events, and more
  • Customization of marketing materials

Enhanced Technology & Support

  • Dedicated Practice Development Team to assist with Teaming and Succession Planning
  • *LEAP Advanced Financial Planning Software & trainings
  • ACE, Penn Mutual’s Accelerated Client Experience, is a completely digital life insurance buying experience that accounts for over 90% of applications today, and has a 50% reduction in policy issue time. 

Culture of Service

We believe in giving back to the community we are rooted in. 

As a firm, we created “Primary Purpose,” a program in which we choose quarterly nonprofits to raise money for and volunteer with. We have collectively donated and matched thousands of dollars over the years. A few of the charities we have worked with are:

  • Toys for Tots
  • Habitat for Humanity
  • David’s Dream & Believe Cancer Foundation
  • Parkinson’s Foundation
  • Lunch Break (Red Bank, NJ)
  • Make-a-Wish Foundation
  • New Jersey State Organization of Cystic Fibrosis
  • Hands of Hope Food Pantry (Edison, NJ)
  • Destiny’s Bridge Foundation
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