Office Address: 60 East Main St, PO Box 8018; Somerville, NJ 08876
About: CPA; very experienced in forensic/investigative accounting & business valuation; expert in these areas, as well as in funds flow tracing, determining income, tax & related consulting in divorce & other litigation matters; business valuations for divorce & other litigation matters as well as for gifting & estates
About: Certified Public Accountant, Accredited in Business Valuation, Certified in Financial Forensics. Business valuation and forensic accounting professional with over 20 years accounting experience. Specializes in matrimonial and divorce matters including asset and income tracing, and valuation of closely held businesses.
Office Address: 10 Madison Ave., Morristown, NJ 07960
About: Jody graduated with a B.S. in Biology from Bucknell University and from Rutgers Medical School as a Physician’s Assistant. She began her work life in the medical and pharmaceutical industries. Jody focuses on comprehensive financial planning and wealth management for individuals and closely held businesses using a goal-based, holistic approach with specialties in the area of retirement and estate planning, having obtained a Certificate in Retirement Planning from the Wharton School.
About: Ken has more than 29 years of financial experience helping clients develop a comprehensive approach toward investment planning and implementing custom-designed investment programs. Ken received considerable advanced training and received the designation of Certified Financial Manager. In addition he is a Chartered Retirement Planning Counselor (CRPC), and a Certified Annuity Specialist (CAS). He is also a Certified Divorce Financial Analyst (CDFA®) and is a member of the NJ Association of Professional Mediators (NJAPM). Ken graduated Kean University with a B.S. in Economics, and holds a Masters in Accounting (M.S.) from Caldwell University.
About: Kim is celebrating her 30th year with Allied Wealth Partners. Kim helps clients navigate their own journey. She empowers them to control their own destiny. As an independent advisor she helps clients thoughtfully deal with any challenge that may arise.
About: As a Certified Financial Planner (CFP®), Chris helps clients make wise decisions on financial life planning and investment issues. Chris is a subject matter expert for financial planning in divorce situations. Chris has presented on this topic, testified as an expert witness, and appeared on CBS News and Princeton TV in interviews on financial planning in divorce. Chris and his team help clients navigate what can be a very difficult time in their lives.