Our Team

Mark Angelo is a CERTIFIED FINANCIAL PLANNER™ practitioner, presenting strategies for today’s financial challenges with ethics and integrity. Mark consistently enhances his knowledge through client interactions, and with continuing education. With decades of experience in the financial services industry, Mark focuses on serving the unique needs of individuals, retirees, women investors, trusts, estates, business owners, and counseling those experiencing life changing events and related transitions.

Mark is a family man, together with his loving wife Darcy, 4 children, and soon 6 grandchildren, and our beloved puppy. Mark is dedicated to serving his Toms River community and Ocean County area, and volunteering his service when needed. Mark supports local civic groups, as well as the charitable foundation Mark helped to establish on behalf of his late father, Salvatore J. Angelo MD, at Community Medical Center. Mark has served on school advisory boards and church committees, and worked with local Little League, basketball, and other youth sports organizations. Mark enjoys regular occasions and events with his family and, Mark has a lifelong passion for cars.

Lisa Beach works closely with Mark, supporting our day-to-day Practice Operations with personalized service to our Clients. Lisa has experience with a wide range of client needs and requests, including account administration, distributions, beneficiary updates, transfers, paperwork, and ongoing service matters. Lisa is often a key point of contact for our Clients and helps guide Clients through the administrative side of their financial accounts with care, attention to detail, and follow-through. In addition to client service, Lisa helps manage office procedures, organization, and workflow to keep the practice running smoothly and efficiently.

Outside of the office, Lisa enjoys spending time with her family, traveling, crafting, and learning new technology.

Sandra is an experienced paraplanner who works alongside Mark providing our clients with thoughtful and comprehensive financial planning guidance.

Sandra holds the(CFP®) certification as well as the (ChFC®) and (CMFC®) designations. She is a graduate of Penn State University, where she earned a degree in Electrical Engineering. Her analytical background, combined with her financial planning experience, allows her to approach each client’s financial picture with precision, organization, and a practical problem-solving perspective.

Outside of work, Sandra enjoys traveling, reading, cooking, and spending time in nature. A lifelong animal lover, she holds a dog training certification and has volunteered with animal shelters, combining her love of dogs with a passion for helping animals in need.