Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in New York, Connecticut and New Jersey.
Address

47 Maple Street
Suite 306

Summit, NJ 07901

Contact

info@beaconpointe.com
(973) 287-5437

Tri-State Team

Beacon Pointe is a Tri-State area based wealth manager and is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in New York, Connecticut and New Jersey focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic wealth approach covers all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, life transition support for divorcees and widows, financial planning for business owners and multi-generational family wealth and legacy planning, and socially responsible investing.

We look forward to connecting with you at our Tri-State area office serving New York, Connecticut and New Jersey to see how best we can assist you with your investment portfolio and financial planning needs.

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Annemarie Jablonski

Senior Associate, Client Service

Annemarie is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork, money transfers, and acting as the primary liaison with our custodians. Previously, Annemarie worked as a Client Service Representative at an independent wealth management firm. Annemarie earned her B.S. in Business Management from William Paterson University. She currently resides in Morris County and enjoys hiking as well as spending time at the beach.

Callie Renner, CFP®

Associate Wealth Advisor

Callie is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Her primary responsibilities include analyzing client financial pictures and preparing analyses and recommendations. Previously, Callie was an Economic Research Associate at a registered investment advisory firm in northern New Jersey, where she provided macroeconomic research to clients and traded in investment portfolios. Callie is a CERTIFIED FINANCIAL PLANNER™ and earned her B.A. in Economics with a minor in Global Business from Mount Holyoke College, graduating Magna Cum Laude. Callie resides in San Diego, CA and enjoys hiking, snowboarding, and spending time with her family.

Donald J. Hertling, CFP®, MST

Managing Director, Partner

Don has more than two decades of experience in wealth management. In his role as Partner and Managing Director of the Beacon Pointe New Jersey office, Don is a driving force for innovation, process and growth. In his other capacities, Don develops, implements and monitors financial planning strategies for clients and oversees the office’s compliance processes. Don takes great pride in his team’s ability to provide an exceptional experience to each and every client. Previously, Don spent nine years at a regional wealth advisory firm where he led the financial planning department. Don earned his Master’s in Taxation from Fairleigh Dickenson University and his bachelor’s degree in Business Administration from Rider University. He also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Don is a past Board Member of the New Jersey Institute of Certified Financial Planners and the New Jersey Financial Planning Association. Don resides in Morganville, NJ with his wife Tara and two children.

James Elliott

Associate Wealth Advisor

James is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His primary responsibilities include portfolio trading, client reporting, research and portfolio construction. Previously, James worked as the Analytics Lead for a prominent service-oriented organization in northern New Jersey. James graduated from The College of Wooster where he received his B.A. in Business Economics and served as a trustee on Wooster’s student-run Jenny Investment Club and operated a cryptocurrency mining and consulting business. James resides in Essex Fells, NJ where he enjoys mountain biking, working on his classic BMW, maintaining his garden and going on hikes with his dog.

Jordan Heller, CFA, CFP®, CPA

Managing Director, Partner

Marissa Salese

Senior Associate, Client Service

Marissa is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork and money transfers. Previously, Marissa played a lead role at a luxury line car company as their Finance Manager. Marissa earned a Bachelor of Science in Business Administration with a concentration in Marketing at Montclair State University, graduating Cum Laude. Marissa was born and raised in Essex County and enjoys spending time with her family and friends.

Melissa Gerckens, CFP®

Associate Wealth Advisor

Mel brings over six years of experience in the financial services industry and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Her primary responsibilities include analyzing client financial pictures and preparing analyses and recommendations. Previously, Mel worked as a Financial Planning Analyst at an independent wealth management firm. Mel is a CERTIFIED FINANCIAL PLANNER™ and holds her NJ Life and Accident & Health licenses. She earned a B.S. in Business Administration from the Sigmund Weis School of Business at Susquehanna University. Mel currently resides in Cranford, NJ with her wife and son, and their Shiba Inu, Nala. She enjoys hosting events at their home, hiking, cooking, and taking trips to her family’s lake house in the Pocono Mountains.

Michael Whittemore, CFA

Wealth Advisor

Michael brings over 18 years of industry experience and provides customized investment solutions that help clients meet their financial goals.  Previously, Michael spent two years with U.S. Trust serving as Portfolio Oversight Director where he led a team of portfolio managers responsible for the oversight and enforcement of fiduciary policy. Prior to U.S. Trust, Michael spent 11 years working with two independent Registered Investment Advisors. Michael earned his B.A. in Economics from Rutgers University and holds the CFA Charterholder designation. Michael resides in Monmouth County, NJ with his wife and two kids and enjoys travelling, golf and football, including passionately following his beloved New England Patriots.

Scott J. Drown, CIMA®, CAIA, AAMS

Manager, Client Service

Scott brings over two decades of financial services experience and is primarily responsible for overseeing the Beacon Pointe New Jersey office day-to-day operations and client relationship management.  Scott consistently looks to find ways to optimize the client experience through technology, customer service and by overseeing the office’s new client onboarding process. In a prior role with the firm, Scott was a Portfolio Manager overseeing trading and investment operations. Previously, he spent six years at American Economic Planning Group, where he held the position of Assistant Portfolio Manager and headed the company’s equity research effort. Scott received a Bachelor of Arts in Economics from Rutgers University, his Certified Investment Analyst (CIMA®) designation from the Investment Management Consultants Association, CAIA® designation from the Chartered Alternative Investment Analyst Association, and Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning.  He is also a member of the Investment Management Consultants Association.  Scott currently resides in Long Valley, NJ with his wife and three sons. Scott enjoys volunteering his time coaching youth sports (football, basketball, and baseball) and in his free time enjoys mountain biking and running.

Tri-State Team

Filter By

Annemarie Jablonski

Senior Associate, Client Service

Annemarie is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork, money transfers, and acting as the primary liaison with our custodians. Previously, Annemarie worked as a Client Service Representative at an independent wealth management firm. Annemarie earned her B.S. in Business Management from William Paterson University. She currently resides in Morris County and enjoys hiking as well as spending time at the beach.

Callie Renner, CFP®

Associate Wealth Advisor

Callie is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Her primary responsibilities include analyzing client financial pictures and preparing analyses and recommendations. Previously, Callie was an Economic Research Associate at a registered investment advisory firm in northern New Jersey, where she provided macroeconomic research to clients and traded in investment portfolios. Callie is a CERTIFIED FINANCIAL PLANNER™ and earned her B.A. in Economics with a minor in Global Business from Mount Holyoke College, graduating Magna Cum Laude. Callie resides in San Diego, CA and enjoys hiking, snowboarding, and spending time with her family.

Donald J. Hertling, CFP®, MST

Managing Director, Partner

Don has more than two decades of experience in wealth management. In his role as Partner and Managing Director of the Beacon Pointe New Jersey office, Don is a driving force for innovation, process and growth. In his other capacities, Don develops, implements and monitors financial planning strategies for clients and oversees the office’s compliance processes. Don takes great pride in his team’s ability to provide an exceptional experience to each and every client. Previously, Don spent nine years at a regional wealth advisory firm where he led the financial planning department. Don earned his Master’s in Taxation from Fairleigh Dickenson University and his bachelor’s degree in Business Administration from Rider University. He also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Don is a past Board Member of the New Jersey Institute of Certified Financial Planners and the New Jersey Financial Planning Association. Don resides in Morganville, NJ with his wife Tara and two children.

James Elliott

Associate Wealth Advisor

James is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His primary responsibilities include portfolio trading, client reporting, research and portfolio construction. Previously, James worked as the Analytics Lead for a prominent service-oriented organization in northern New Jersey. James graduated from The College of Wooster where he received his B.A. in Business Economics and served as a trustee on Wooster’s student-run Jenny Investment Club and operated a cryptocurrency mining and consulting business. James resides in Essex Fells, NJ where he enjoys mountain biking, working on his classic BMW, maintaining his garden and going on hikes with his dog.

Jordan Heller, CFA, CFP®, CPA

Managing Director, Partner

Marissa Salese

Senior Associate, Client Service

Marissa is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork and money transfers. Previously, Marissa played a lead role at a luxury line car company as their Finance Manager. Marissa earned a Bachelor of Science in Business Administration with a concentration in Marketing at Montclair State University, graduating Cum Laude. Marissa was born and raised in Essex County and enjoys spending time with her family and friends.

Melissa Gerckens, CFP®

Associate Wealth Advisor

Mel brings over six years of experience in the financial services industry and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Her primary responsibilities include analyzing client financial pictures and preparing analyses and recommendations. Previously, Mel worked as a Financial Planning Analyst at an independent wealth management firm. Mel is a CERTIFIED FINANCIAL PLANNER™ and holds her NJ Life and Accident & Health licenses. She earned a B.S. in Business Administration from the Sigmund Weis School of Business at Susquehanna University. Mel currently resides in Cranford, NJ with her wife and son, and their Shiba Inu, Nala. She enjoys hosting events at their home, hiking, cooking, and taking trips to her family’s lake house in the Pocono Mountains.

Michael Whittemore, CFA

Wealth Advisor

Michael brings over 18 years of industry experience and provides customized investment solutions that help clients meet their financial goals.  Previously, Michael spent two years with U.S. Trust serving as Portfolio Oversight Director where he led a team of portfolio managers responsible for the oversight and enforcement of fiduciary policy. Prior to U.S. Trust, Michael spent 11 years working with two independent Registered Investment Advisors. Michael earned his B.A. in Economics from Rutgers University and holds the CFA Charterholder designation. Michael resides in Monmouth County, NJ with his wife and two kids and enjoys travelling, golf and football, including passionately following his beloved New England Patriots.

Scott J. Drown, CIMA®, CAIA, AAMS

Manager, Client Service

Scott brings over two decades of financial services experience and is primarily responsible for overseeing the Beacon Pointe New Jersey office day-to-day operations and client relationship management.  Scott consistently looks to find ways to optimize the client experience through technology, customer service and by overseeing the office’s new client onboarding process. In a prior role with the firm, Scott was a Portfolio Manager overseeing trading and investment operations. Previously, he spent six years at American Economic Planning Group, where he held the position of Assistant Portfolio Manager and headed the company’s equity research effort. Scott received a Bachelor of Arts in Economics from Rutgers University, his Certified Investment Analyst (CIMA®) designation from the Investment Management Consultants Association, CAIA® designation from the Chartered Alternative Investment Analyst Association, and Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning.  He is also a member of the Investment Management Consultants Association.  Scott currently resides in Long Valley, NJ with his wife and three sons. Scott enjoys volunteering his time coaching youth sports (football, basketball, and baseball) and in his free time enjoys mountain biking and running.

Tri-State Team

Filter By

Annemarie Jablonski

Senior Associate, Client Service

Annemarie is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork, money transfers, and acting as the primary liaison with our custodians. Previously, Annemarie worked as a Client Service Representative at an independent wealth management firm. Annemarie earned her B.S. in Business Management from William Paterson University. She currently resides in Morris County and enjoys hiking as well as spending time at the beach.

Callie Renner, CFP®

Associate Wealth Advisor

Callie is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Her primary responsibilities include analyzing client financial pictures and preparing analyses and recommendations. Previously, Callie was an Economic Research Associate at a registered investment advisory firm in northern New Jersey, where she provided macroeconomic research to clients and traded in investment portfolios. Callie is a CERTIFIED FINANCIAL PLANNER™ and earned her B.A. in Economics with a minor in Global Business from Mount Holyoke College, graduating Magna Cum Laude. Callie resides in San Diego, CA and enjoys hiking, snowboarding, and spending time with her family.

Donald J. Hertling, CFP®, MST

Managing Director, Partner

Don has more than two decades of experience in wealth management. In his role as Partner and Managing Director of the Beacon Pointe New Jersey office, Don is a driving force for innovation, process and growth. In his other capacities, Don develops, implements and monitors financial planning strategies for clients and oversees the office’s compliance processes. Don takes great pride in his team’s ability to provide an exceptional experience to each and every client. Previously, Don spent nine years at a regional wealth advisory firm where he led the financial planning department. Don earned his Master’s in Taxation from Fairleigh Dickenson University and his bachelor’s degree in Business Administration from Rider University. He also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Don is a past Board Member of the New Jersey Institute of Certified Financial Planners and the New Jersey Financial Planning Association. Don resides in Morganville, NJ with his wife Tara and two children.

James Elliott

Associate Wealth Advisor

James is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His primary responsibilities include portfolio trading, client reporting, research and portfolio construction. Previously, James worked as the Analytics Lead for a prominent service-oriented organization in northern New Jersey. James graduated from The College of Wooster where he received his B.A. in Business Economics and served as a trustee on Wooster’s student-run Jenny Investment Club and operated a cryptocurrency mining and consulting business. James resides in Essex Fells, NJ where he enjoys mountain biking, working on his classic BMW, maintaining his garden and going on hikes with his dog.

Jordan Heller, CFA, CFP®, CPA

Managing Director, Partner

Marissa Salese

Senior Associate, Client Service

Marissa is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork and money transfers. Previously, Marissa played a lead role at a luxury line car company as their Finance Manager. Marissa earned a Bachelor of Science in Business Administration with a concentration in Marketing at Montclair State University, graduating Cum Laude. Marissa was born and raised in Essex County and enjoys spending time with her family and friends.

Melissa Gerckens, CFP®

Associate Wealth Advisor

Mel brings over six years of experience in the financial services industry and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Her primary responsibilities include analyzing client financial pictures and preparing analyses and recommendations. Previously, Mel worked as a Financial Planning Analyst at an independent wealth management firm. Mel is a CERTIFIED FINANCIAL PLANNER™ and holds her NJ Life and Accident & Health licenses. She earned a B.S. in Business Administration from the Sigmund Weis School of Business at Susquehanna University. Mel currently resides in Cranford, NJ with her wife and son, and their Shiba Inu, Nala. She enjoys hosting events at their home, hiking, cooking, and taking trips to her family’s lake house in the Pocono Mountains.

Michael Whittemore, CFA

Wealth Advisor

Michael brings over 18 years of industry experience and provides customized investment solutions that help clients meet their financial goals.  Previously, Michael spent two years with U.S. Trust serving as Portfolio Oversight Director where he led a team of portfolio managers responsible for the oversight and enforcement of fiduciary policy. Prior to U.S. Trust, Michael spent 11 years working with two independent Registered Investment Advisors. Michael earned his B.A. in Economics from Rutgers University and holds the CFA Charterholder designation. Michael resides in Monmouth County, NJ with his wife and two kids and enjoys travelling, golf and football, including passionately following his beloved New England Patriots.

Scott J. Drown, CIMA®, CAIA, AAMS

Manager, Client Service

Scott brings over two decades of financial services experience and is primarily responsible for overseeing the Beacon Pointe New Jersey office day-to-day operations and client relationship management.  Scott consistently looks to find ways to optimize the client experience through technology, customer service and by overseeing the office’s new client onboarding process. In a prior role with the firm, Scott was a Portfolio Manager overseeing trading and investment operations. Previously, he spent six years at American Economic Planning Group, where he held the position of Assistant Portfolio Manager and headed the company’s equity research effort. Scott received a Bachelor of Arts in Economics from Rutgers University, his Certified Investment Analyst (CIMA®) designation from the Investment Management Consultants Association, CAIA® designation from the Chartered Alternative Investment Analyst Association, and Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning.  He is also a member of the Investment Management Consultants Association.  Scott currently resides in Long Valley, NJ with his wife and three sons. Scott enjoys volunteering his time coaching youth sports (football, basketball, and baseball) and in his free time enjoys mountain biking and running.

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