With a reputation for individual attention and service, our professional team is always prepared to personally address your concerns. We are honored to provide our committed service to our clients’ children and future generations, and cherish the lasting friendships we have been fortunate to build.



Mark Angelo is a CERTIFIED FINANCIAL PLANNER™ practitioner committed to the highest degree of integrity and ethics. He consistently enhances his knowledge through continuing education. With decades of experience in the financial services industry, Mark focuses on serving the unique needs of individuals, retirees, women investors and business owners.

Mark is a family man, dedicated to serving his community in the Toms River and Ocean County area, and has volunteered his service to his town as an appointed community member. Mark supports local civic groups, as well as the charitable foundation Mark helped to establish on behalf of his late father, Salvatore J. Angelo, at Community Medical Center. Mark has served on school advisory boards and church committees, and works with local Little League, basketball, and other youth sports organizations. 

Michelle Lazzaro

Client Coordinator

Michelle Lazarro has been with our practice since 1997. She is the voice you hear on the phone and the friendly face at the front desk when you arrive. As Client Coordinator, Michelle does it all from scheduling appointments, to coordinating events and managing Mark’s travel schedule. If she doesn’t have the answer for you when you call, she can certainly find the right person who does.

Lisa Keenan

Operations Coordinator

Lisa Keenan, Operations Coordinator.  Lisa has valuable and in-depth experience in our industry, and also uses LPL Financials’ newest and latest technology tools.  Lisa works both remotely and physically in my office. She processes forms, requests, new accounts, account maintenance, etc. Lisa will prepare and execute most all documents needed to maintain account activity and service requests.

Kim Vogel

Client File Coordinator
(732) 286-6200

Kimberly Vogel has been working part time with our office since October of 2014. She is diversified in assisting in our office with answering phones, client services and bookkeeping no job is too big or too small for Kim. Kimberly makes sure all documents are filed securely and she also makes sure that our whole office staff has what they need to get their jobs done. Kimberly has been a long time resident of Toms River for the past 15 years.