The Acorn Team

Since our founding in 1984, we've built our business on teamwork -- working as a partner to our clients, as a support network with our representatives, and in tandem with other professional advisers and leading financial services companies. Our team philosophy has a strength that's greater than the sum of its parts. And we can put it to work for you.

Senior Management
Acorn Staff
Livingston, NJ
Haddonfield, NJ
Manasquan, NJ
Mount Laurel, NJ
Paramus, NJ
Park Ridge, NJ
Rumson, NJ
New York City, NY
Nyack, NY
Yardley, PA
Essex, CT
  • Joseph J. Oakes IV, AIF®
  • President & CEO

    973-716-7520

    jjoakes@acornfs.com

    V-Card

    Joe began his career at Acorn Financial Services in 1994 as a financial representative building his clientele and achieving top producer status at the firm, John Hancock Financial Network, and in the industry. In 2003 Joe was named Associate Managing Partner, honing his management skills and continuing the growth momentum of Acorn Financial Services. In 2005 he was named Managing Partner, and just one year later, led the firm to JHFN's top honor of receiving the President's Trophy, an honor which the firm repeated in 2008, 2010, 2011 and 2015. Under Joe's leadership, the firm has also received the GAMA First in Class Award every year since 2006.

    Joe attended St. Joseph's University, Philadelphia, PA and received his Bachelor of Science degree in Finance. He is an Accredited Investment Fiduciary (AIF designation) and is a member of many industry organizations such as AALU, LAMP, NALU and the New York Round Table. He was inducted into JHFN's Hall of Fame in 2012.

    Joe and his wife, Allison, reside in Bernardsville, NJ with their children Eva, Lily and Joseph, V.

  • Joseph J. Oakes, III, CLU®, ChFC®
  • Chairman

    973-716-7516

    joakes@acornfs.com

    Joe has been in the insurance and financial services arena for over 45 years. His varied experience includes involvement in almost all phases of the industry. A member of AALU, he is a Life and qualifying member of Million Dollar Round Table and the John Hancock President's Cabinet. He led Profesco Corporation as President from 1972 until 1985 when he founded Acorn Financial Services.

    In addition to serving as the Founder and President of Acorn Financial Services, he was also formerly a founding Board Member of Carnegie Bank.

    Joe is a graduate of St. Joseph's University in Philadelphia, PA and is a Board of Trustees member. He holds a certificate for completing the Harvard University Advanced Management Program. He has received numerous industry and civic awards. In addition, he serves on the Advisory Board of Investors Savings Bank, Chairman of the Board of Trustees for the Scholarship Fund for Inner City Children for the Archdiocese of Newark, and he was formerly on the Board of Trustees at Baltusrol Golf Club. He supports other charitable organizations and programs in the Summit area.

    Joe and his wife, Lynne, have been married for over 50 years and live in Summit, NJ. They have four married children with 15 grandchildren.

     

  • Steven Abbruzzese, CLU®, ChFC®
  • Senior Vice President, Sales & Marketing

    973-716-7519

    sabbruzzese@acornfs.com

    V-Card

    Steven V. Abbruzzese, CLU, ChFC, began his career as an agent in 1973 when he joined the Herbert F. Cluthe & Co., a subsidiary of the John Hancock Mutual Life Insurance Co. After qualifying for the John Hancock Leaders meeting each of his first 3 years, Steve took on the additional role of Supervisor and continued in both capacities for the next 20 years. In 1997, Steve joined the Acorn Financial team where Steve served as  Sales Manager for several years, and was ranked the number two manager within the John Hancock in 2005 and number one in 2006. Steve then moved in to his current role as Sr. VP for Sales & Development.

    A person who believes in “giving back” to his community, Steve has always been active in local and county government, serving as a member of the Board of Health, the Rent Stabilization Board, The Bedminster Board of Education, and as a Somerset County Election Board Commissioner. Steve has also always held a strong belief in the importance of inter-collegiate athletics, and in 2003 he was awarded the Kilbourn Medal for Service by King’s College of Pennsylvania in recognition of his tireless fundraising efforts on behalf of their athletic program. A graduate of RutgersUniversity in New Brunswick, Steve earned his CLU and ChFC designations from the American College.   

    Steve has two adult children and four grandchildren, Marlie, Maya, Cameron, and Dominic, and lives in Point Pleasant Beach wife his wife Judie. 

  • Thomas J. Norton, CLU®, ChFC®
  • Senior Vice President

    973-716-7527

    tnorton@acornfs.com

    In 1971, Tom began his insurance career with Connecticut Mutual, first as an Agent and Training Supervisor before his appointment as General Agent in 1978.  Under Tom's direction, the agency received numerous honors, including the President's Organization Award, the company's highest recognition for an agency.  In 1997, Tom merged his agency with Acorn Financial Services.  Since that time, Tom and his partners Joe Oakes, III, and Joe Oakes, IV have overseen the growth and development of Acorn. 

     Tom and his Acorn associates have been actively involved over the years in major fund-raising events for charitable organizations, including the American Cancer Society, CYO Youth Ministries, National Society to Prevent Blindness, Multiple Sclerosis Foundation and the Special Olympics.  Tom served on the Board of the CYO Youth Ministries, National Society to Prevent Blindness and the Multiple Sclerosis Foundation during his career.  He currently serves on the Board for the Matthew C. Sellitto Foundation, a charity which raises funds to generate scholarships for deserving young men and women throughout our area.

     Tom is a graduate of Murray State University, Murray, Kentucky with a Bachelor of Science degree in Business Administration.  He earned CLU® and ChFC® designations from the American College.  After college, Tom was commissioned as an officer in the US Army, and served as an Infantry Platoon Leader and Company Commander with a tour of duty in Vietnam.   

    Tom has two children, Shannon and Tom, and is a doting Grandpa to his three grandchildren, Nathan, Zachary and Maya.

  • William S. Oakes, CFP®
  • Senior Vice President, Sales & Recruiting

    973-716-7510

    woakes@acornfs.com

    www.williamoakes.com

    V-Card

    Bill Oakes entered the financial services industry in 2002 after starting his career at Merrill Lynch retirement plan services and ICG Commerce. In 2007 he passed the rigorous CFP examination. Today Bill provides comprehensive insurance and investment solutions for businesses and individuals. 

    Throughout his years at Acorn Financial Services, Bill has earned many awards and honors that reflect his position as a leader, both within his firm and in the financial industry as a whole. He is a perennial qualifier for the Acorn Leader's Conference as well as the Signator Investors, Inc. ACE (Achieving Client Excellence) conference. 

    Bill was born and raised in Summit, New Jersey and currently resides in Westfield with his wife, Cate and sons, Liam, Dylan, and Quinlan and daughter Kierstin. He is active in the community and is a member of the Westfield Jaycees. Bill attended Seton Hall Preparatory School in West Orange, New Jersey and graduated from St. Joseph's University in Philadelphia, Pennsylvania with a Bachelors of Science in Finance. He is an avid sports enthusiast who enjoys coaching lacrosse and is a member of Baltusrol Golf Club.

  • Ann Bishop
  • Exec Asst to Bill Oakes

    973-716-7585

    abishop@acornfs.com

    Livingston Office

    V-Card

    Ann assists Bill Oakes in his senior management role and is involved in various Agency-related activities.

    Prior to joining Acorn, Ann spent 20 years in the Employer Services Division at ADP, as a lead systems analyst to eventually a senior director. Her information technology background has been put to good use at Acorn--she manages much of the content of Acorn's internet and intranet websites, including this site.

    Ann loves her easy commute...in fact, on nice weather days she often walks the one mile to and from work. Her husband, Jeff, is an 8th grade science teacher. Their daughter recently graduated from George Mason University in Fairfax, Virginia. Outside of Acorn, Ann owns and operates a part-time business on the weekends, is a member of the National Association of Professional Organizers, and enjoys gardening.

  • Barbara Blumhof
  • Livingston Office

    Prior to joining the Acorn family as assistant to Lee Southren, Barbara was a meeting and event planner for a division of Citigroup for 15 years.  Barbara has a strong background in marketing, administration and customer service.  She is currently VP/Community Liaison of the Suffern NY Lions Club and editor of Lions International District 20 R-1 newsletter.  Barbara also serves on the Board of the Keep on Pushing Foundation,founded in 2006 by former Jamaican bobsled team captain, Devon Harris.  She currently resides in Warwick NY.

    Assistant to Lee Southren

    973-716-7593

    bblumhoff@acornfs.com

  • Kathy Bruno
  • Internal Life Sales Support

    973-716-7532

    kbruno@acornfs.com

    Livingston Office

  • Anna Burbage
  • Assistant to Bob Dole

    973-716-7559

    aburbage@acornfs.com

  • Terrie Chase
  • Assistant to Steve Abbruzzese and Jody Post / Agent and Broker Payroll

    973-716-7511

    tchase@acornfs.com

    Livingston Office

  • Keith Clark, CLTC
  • Assistant to Bill Conklin

    973-716-7586

    kclark@acornfs.com

  • Nancy D'Ademo
  • Executive Assistant to Joe Oakes, III

    973-716-7517

    ndademo@acornfs.com

    Livingston Office

    Since joining the Acorn family in January 2000, Nancy has been the Executive Assistant to Joseph J. Oakes, III.

    Prior to Acorn, she worked at Auer & Sylvester Associates, a General Agency of the John Hancock Life Insurance Company, as their New Business Coordinator.

    Nancy began working in the insurance industry in 1978 with the Mutual Benefit Life Insurance Company and held various administrative, customer service, new business and underwriting positions throughout the company during her 13 years with the company.

     

     

     

     

  • Marlene Fonseca
  • Compliance Director

    973-232-7412

    mfonseca@acornfs.com

    Livingston Office

  • Beth Gallina
  • Assistant to Jeff Susskind

    973-232-7404

    bgallina@acornfs.com

    Livingston office

  • Milton Gaspar
  • Assistant to Rob Ferrari

    973-716-7514

    mgaspar@acornfs.com

    Livingston Office

  • Nick Hanley
  • Compliance Director

    Nick has been at Acorn for eight years, with the last five years in Compliance.  He enjoys spending time with his wife and two kids as well as cooking, sports and music.

    973-716-7588

    nhanley@acornfs.com

    Livingston Office

  • Jennifer Jackson
  • Life Insurance New Business; Life Licensing; Reception

    With Acorn since 2000. Prior to that, with John Hancock since 1991 and previously Mutual Benefit Life.

    973-994-0100

    jjackson@acornfs.com

  • Claire Jervert
  • Assistant to James Magaziner

    732-758-6100

  • Denise Keller
  • Assistant to Joseph Oakes, IV

    973-716-7553 

    dkeller@acornfs.com

    Livingston Office

     

  • Donna McHugh
  • Assistant to Mike McHugh

    973-716-7535

    dmchugh@acornfs.com

    Livingston Office

  • Marie Nigita
  • Office Manager

    267-685-2222

    mnigita@acornfs.com

    Newtown Office

  • Tina O'Brien
  • Assistant to Jeff Steinmann

    212-867-9080

    tobrien@jhnetwork.com

    NYC Office

  • Sue Pettorini
  • Office Manager

    267-665-2222

    spettorini@acornfs.com

    Newtown, PA Office

  • Jody Post
  • Business Manager

    973-716-7525

    jpost@acornfs.com

    Livingston Office

  • Marlyn Roberts, CLTC
  • Marlyn has been employed in the financial industry for approximately 20 years.  She has one son; in her spare time she enjoys swimming, boating & interior design.

    Brokerage Assistant

    973-716-7590

    mroberts@acornfs.com

    Livingston Office

  • Sue Rosa
  • Executive Assistant to Joe Oakes, IV

    973-716-7580

    srosa@acornfs.com

    Livingston Office

  • Rick Russell
  • Associate Director, IT

    973-716-7552

    rrussell@acornfs.com

  • Lori Shave
  • Assistant to David Shave

    732-722-5112

    lshave@acornfs.com

    Manasquan Office

  • Lisa Spardel
  • Assistant to Jarrod Burke

    973-716-7595

    lspardel@acornfs.com

    Livingston Office

  • Jerri White
  • Executive Assistant to Tom Norton

    973-716-7529

    jwhite@acornfs.com

    Livingston Office 

  • Lynn D. Araneta, CLU®, ChFC®
  • Over 30 years’ experience in Retirement, Protection, and College Education Planning.

    Registered Representative

    732-322-1249

    laraneta@acornfs.com

  • Jarrod W. Burke, CFP®
  • Investment Adviser Representative

    973-716-7542

    jburke@acornfs.com

    Jarrod moved to New Jersey in 2001 and established himself with Acorn Financial Services in 2002, after several successful years with Winstart Communications, Inc. in Tyson's Corner, Virginia. Initially carving a niche assisting clients with Long Term Care planning, he further developed his expertiese by completing the education and work experience requirements for the Certified Financial Planner designation and has been a CFP since 2006. Expanding his knowledge base demonstrates his continuing commitment to his clients.

    Jarrod focuses his practice on the strategic integration of investment management, retirement income planning, and risk management with a focus on life, long term care, and disability income insurance. He coordinates with his clients' team of professionals, including attorneys, accountants and other critical adisors to help them identify and realize their important goals and objectives. Jarrod spends time getting to know his clients and their needs; communication provides the foundation for a succesful relationship. He is committed to putting his clients' interests first by practicing at the highest level of integrity to promote trust with an imphasis on providing quality advice. This allows him and his clients to work side-by-side together and create valuable, lasting relationships.

    Jarrod, his wife Summer, and their four daughters live in Scotch Plains, NJ. Outside of work, Jarrod enjoys working on his golf game and traveling with friends and his family.

     

     

  • Michael Campbell, Jr., CLU®, ChFC®
  • Registered Representative

    973-727-8208

    mcampbell@jhnetwork.com

  • William Conklin, CFP®
  • Financial Consultant

    973-716-7583

    wconklin@acornfs.com

    Bill has over 20 years in the financial services industry he has the CFP designation and has been recognized by NJ Best Magazine as one of the top financial advisors in NJ, He has qualified for John Hancock’s ACE award which is giving to the top 250 Reps in the John Hancock Network.

    Bill works with Individuals and small Business with wealth management, insurance and tax efficiency planning. He Taylor makes financial plans to fit the individual’s needs and risk tolerance

    Bill lives with his wife Amy in Ringwood NJ along with their two children Connor and Madison. He is very active in the community coaching Basketball, Soccer as well as President of the Ringwood Rover Soccer Club. He also sit’s on the Open Space Committee in Ringwood.

  • Harry Conti, CLU®, ChFC®
  • Registered Representative

    973-716-7528

    hconti@acornfs.com

  • Brian Diffily, CLTC
  • Investment Adviser Representative

    973-716-7581

    bdiffily@acornfs.com

    www.briandiffily.com

    Brian Diffily is a Investment Adviser Representative with over 14 years of experience in the financial services industry. He is respected for his diligence, integrity, and client accountability among his peers and customer base.

    Brian has worked as a financial professional since 2002. He feels that partnering with an independent company like Acorn Financial Services is truly the best way to offer a fully independent, comprehensive solution and allows him to have more personal interaction with his clients.

    He received his B.A. in Business Administration/Finance from Marist College in 2002. Brian played football for four years at Marist College where he continued to develop the fundamentals of teamwork toward success. This message still holds true today in his approach toward leveraging his resources of expertise in many fields of financial empowerment. Distinguished by a commitment to service, Brian's primary interest is in the steadfast relationship of the people who look to him for advice.

    -          Series 6,63,65 Licensed

    -          Life/Disability/Health/Long Term Care Insurance Licensed

    -          ACE (Achieving Client Excellence) Qualifier

    -          Acorn Leader’s Qualifier 

  • Robert Dole, CLU®
  • Investment Adviser Representative

    973-716-7551

    Mobile: 973-449-4274

    www.bob-dole.com

    Bob Dole is a member of Acorn Financial Services, Livingston, N.J. one of the leading investment and insurance firms in New Jersey. Bob has been assisting individuals and small to medium size business owners for the past 22 years. Bob’s practice has centered on retirement planning solutions, investment consulting, insurance consulting, and estate planning strategies. Bob also has a familiarity with the group benefit markets, as well as 401(k), 403(b), and other retirement plans designed for small business owners, and understands how these plans can integrate with an individual’s overall retirement and wealth strategy. Bob takes pride in getting to know his client’s needs and objectives prior to making specific investment or insurance recommendations.

    Bob received his BS in Business Marketing in 1987 from West Chester University of Pennsylvania. He was a founding member of the University Entrepreneurial Club. Bob holds numerous insurance and investment licenses including Series 7 (General Securities), Series 24 (Principal) as well as Series 65 (Investment Adviser Representative). Bob has received numerous awards including his firm’s Pinnacle Club, Chairman’s Council, and Acorn Leaders. He is also part of Acorn Financial Services’ Investment Specialist Group, which is a group within Acorn Financial that reviews a myriad of investment solutions and conducts ‘best practice’ assessments concerning asset and practice management.

  • Edward Donegan
  • Investment Adviser Representative

    732-370-6688

    edonegan@acornfs.com

  • Robert Ferrari
  • 973-716-7412

    rferrari@acornfs.com

    As a graduate of Gettysburg College, Robert Ferrari earned hs Bachelors of Arts degree in Sociology in 1991. He began his career with John Hancock Financial Network soon after graduation in 1992, and joined Acorn Financial Services in 1998.

    Mr. Ferrari has focused his career on wealth management, succession planning and estate tax minimization for his clients who tend to be entrepreneurial leaders of closely held businesses. Robert has been a member of the Million Dollar Roundtable since 1994, and has qualified for the Court of the Table three times. In 2001, he was awarded Acorn Financial's "Senior Associate of the Year" and has finished in the "Top Five' for the award since joining the firm. In addition to Robert's success at Acorn, he is the Treasurer and Trustee of Rotary's Walter D. Head Foundation and participates further as President of his local Rotary Club and Assistant to the current District Governor.

     

     

  • Stephen Geis
  • Investment Adviser Representative

    609-721-1329

    stephen@acornfs.com

  • Dean Ludwig
  • 973-716-7531

    dludwig@acornfs.com

  • Michael W. McHugh, LUTCF
  • Financial Consultant

    973-716-7548

    mmchugh@acornfs.com

  • Jeff McIntire
  • Investment Adviser Representative

    973-716-7515

    jmclntire@acornfs.com

  • Michael Newman, CLU®, ChFC®
  • Financial Adviser

    973-716-7526

    mnewman@acornfs.com

    Mobile: 201-213-7574

    Mike has been in the Financial Services business since May 1972. He has enjoyed working with each of his clients over the years, and his client’s interests are and have always been uppermost.

    Mike is married and lives in Madison, NJ. He is extremely proud of his children and grandchildren. He participates in a number of professional and community activities and appreciates the good feelings that each provides.

  • Robert Pakonis, CLTC
  • 973-716-7589

    rpakonis@acornfs.com

    Robert joined Acorn Financial Services in 2000 as a new agent after completing his undergraduate studies at Villanova University.  At Acorn, he started under a program that specialized in long-term care insurance.  He is a certified long-term care specialist, CLTC and continues to utilize these skills to helps clients and other agents. 

    In 2003 he branched out into a management role specializing in life insurance planning and helps to run and design the life insurance department at Acorn, known as Acorn Direct.  With Acorn Direct, Robert also works with agents from other firms who utilize the skills and resources he can provide to help grow their insurance business.     

    Robert’s life insurance expertise is focused on helping Acorn agents, agents from other firms as well as his own clients.  He helps individuals, families and businesses plan to protect their futures with the use of a variety of different insurance products and advanced planning concepts.    

  • Marc Papa
  • Investment Adviser Representative

    973-716-7513

    mpapa@acornfs.com

  • Chirag M. Patel
  • Financial Representative

    973-716-7554

    cpatel@acornfs.com

  • William Rainaldi, CFP®
  • 973-716-7583

    wfrainaldi@acornfs.com

  • Robert Ritchie
  • Investment Adviser Representative

    973-716-7599

    rritchie@acornfs.com

  • Deborah Rogers, CLU®, ChFC®, CLTC
  • 973-716-7539

    drogers@acornfs.com

  • Michael Sellitti, CLTC
  • Brokerage Manager

    973-716-7523

    msellitti@acornfs.com

  • Lee E. Southren
  • Agent

    973-716-7536

    lsouthren@acornfs.com

    Lee has been with Acorn since 1992 and has tremendous loyalty and commitment with his clients.

  • Jeffrey R. Susskind, CLU®
  • Investment Adviser Representative

    Direct: 973-716-7598

    jsusskind@acornfs.com

    www.jeffreysusskind.com/

    Mobile: 973-699-7821

    Jeff Susskind specializes in providing comprehensive insurance and investment solutions for businesses and individuals. He prides himself on having strong relationships with his clients as well as their team of professionals such as attorneys, accountants and advisers. This allows him to address and assist them with their specific goals, including retirement planning, college funding, and insurance planning. Jeff focuses his practice on the strategic integration of Investment Management, Retirement Income Planning, and Risk Management with a focus on Life, Long Term Care and Disability Income Insurance. 

    Jeff is also the president of JBN Benefits, LLC*, an employee benefits firm that services businesses for their group benefits needs.

    Jeff's educational background includes an undergraduate degree from Muhlenberg College and a Masters in Finance from Hofstra University. Additionally, he holds the advanced insurance designation of Charted Life Underwriter (CLU). 

    During his 25+ years at Acorn Financial Services, Jeff has been a Million Dollar Round Table member and won production awards with numerous companies. He currently lives in West Orange, NJ with his wife and three sons. Outside of work Jeff is an active member in the community, involved in athletics, youth organizations and various charities. 

    *JBN is unaffiliated with Signator Investors, Inc. and Acorn Financial. The products and services offered through JBN are solely the responsibility of Jeff Susskind.

     

  • Jessica Velazquez
  • Financial Representative

    973-716-7557

    jvelazquez@acornfs.com

  • Eric Weissman, ChFC®, CLTC
  • Senior Associate

    Direct: 973-716-7545

    eweissman@acornfs.com

    Mobile: 973-865-3588

    Eric Weissman has advised clients in the financial services industry for over two decades.  As a Senior Associate, Eric specializes in insurance and investments for individuals and businesses, providing a focus on estate and retirement planning, as well as employee benefits and asset management.  Eric practices in numerous states along the East Coast and throughout the country.   He has acquired the Chartered Financial Consultant (ChFC) designation from the American College, and Certified in Long-Term Care (CLTC) designation from the Corporation for Long-Term Care Certification.

    Since 1991, Eric has worked to assemble a respected team of strategic partners, which feature Certified Public Accountants, Property and Casualty Insurance Specialists, and Attorneys. A graduate of the George Washington University, Eric spent much of his early career as an industry leading Manager, working closely with advisers in building and developing their practices. Today, Eric uses those same principles in assisting his clients to achieve their goals and objectives.

    Eric lives in Livingston, New Jersey with his wife Alisa and their two daughters, Amanda and Ally. Eric spends much of his free time as a Head Coach of both girls' soccer teams, as well as Manager of their softball teams.

  • Daniel Keenan
  • 856-427-0022

    30 Washington Ave., Suite B-5, Haddonfield, NJ 08033

  • Ian McLaughlin
  • Investment Adviser Representative

    856-427-0022

    30 Washington Ave, Suite B-5, Haddonfield, NJ 08033

  • David Shave, CFP®
  • Financial Adviser

    732-778-4590

    dshave@acornfs.com

    732-778-4590

    As a CFP® certification holder, David holds proficiencies in wealth accumulation and management, wealth transfer, retirement income planning, college planning, and business planning. He is a second-generation CFP® having worked with his mother, Kathleen A. Shave, CFP® as she entered her retirement years. 

    David offers complete and holistic financial planning for new clients, as well as clients that have been with the Shave family for over 30 years.

  • Avinash Agash, MS
  • Registered Representative

    201-556-2646

    aagate@acornfs.com

  • Joseph DeGange, CLU®, ChFC®, CFP®
  • Certified Financial Planner

    Hands on, long-term, service-related practice.

    201-556-2656

    jdegange@acornfs.com

  • Casey Pisano, AIF®
  • 201-556-2658

    cpisano@acornfs.com

    Casey and his team provide personalized investment advisory services without overlooking the importance of protection. By recognizing the unique and powerful advantages of appropriate life, health, disability income and long term care insurance provide, Casey can give a unique perspective to those he advises. Frequently his services extend beyond the first generation of clients by assisting in the efficient and effective transition of wealth and estates. By collaborating with family attorneys and accountants, Casey builds the clarity and confidence his clients look for when discussing their wants and needs for future generations.

    In his free time, Casey loves baseball, good food, fly fishing, surfing, skiing and spending time with his lovely wife, Sarah.

  • Daniel Polizzotti, CFP®, CLU®, ChFC®
  • Financial Adviser

    201-556-2648

    dpolizzotti@acornfs.com

  • Richard Schmude, LUTCF
  • Registered Representative

    201-556-2661

    rschmude@acornfs.com

    201-873-0077

  • Matthew LaSala, CLTC
  • Investment Adviser Representative

    201-505-0500

    55 Broadway, Suite 53B, Park Ridge, NJ 07656

  • James Magaziner, ChFC®, CFP®
  • 732-758-6100

    jmagaziner@acornfs.com

    James R. Magaziner is a Certified Financial Planner Practitioner and Chartered Financial Consultant. With a primary focus on Comprehensive Financial Planning, Estate Planning Strategies, Investment Consulting & Elder Care, Jim has been assisting clients in the financial services industry for over 30 years. His offices are located in Rumson, NJ, Livingston, NJ, and Essex, CT

    Jim received his Bachelor of Science degree in 1978 from East Stroudsburg University in PA. He is a graduate of the American College for the Chartered Financial Consultant in Bryn Mawr, PA and Farleigh Dickinson University, Madison, NJ where he received his CFP®. Jim is a member of the Certified Financial Planner Board of Standards, Financial Planning Association (FPA), and National Association of Insurance and Financial Advisors (NAIFA). He holds numerous investment and in-surance licenses including his IAR (Investment Advisor Representative). Jim holds licenses in the states of Connecticut, New Jersey, Pennsylvania, Florida, New York, and Virginia. Jim is also a member of the Rumson Business Association.

    Acorn Financial Services recognized Jim as the Senior Associate of the Year in 2007 & 2010, and he consistently finishes each year as one of the top three performing producers.

    Born and raised in Philadelphia, PA, with a family summer home on Long Beach Island, NJ, Jim developed a love of the water and a passion for boating and navigation. Jim has captained his own boat for the last twenty years as he and his family enjoy cruising the New England waterways. Jim holds a private pilot license as well.

    Acorn Financial Services’ branch offices in Rumson, NJ and Essex, CT are proud to be corporate sponsors of many civic, religious and non-profit organizations. Through active participation in sponsorships, donations, and volunteerism, the offices follow in the footsteps of the General Agency in Livingston demonstrating their commitment to the value of servitude and responsibility to community.

    Jim and his wife Susan, also from Philadelphia, lived in the coastal town of Monmouth Beach, NJ where they raised their three sons for the past 23 years.

  • Ramesh Goel, MBA
  • 212-573-5544

    rgoel@acornfs.com

  • Michael R. Jones, MBA
  • Registered Representative

    212-573-5549

    mjones@jhnetwork.com

    Michael Jones has an MBA (Finance) from the Columbia Graduate School of Business, In the past Michael worked in a variety of corporate banking positions. By recommending appropriate insurance and financial products, Michael helps his clients protect the value of their businesses, the financial security of their families, and accumulate assets.

    Michael helps owners protect their companies against the loss of a key person and provide liquidity to finance the transition of the business upon the death of a principal.  He also assists companies structure effective tax-qualified pension plans which might include 401(k), profit sharing, SIMPLE IRAs, or defined benefit plans.

    Working with his clients’ attorneys and accountants, Michael assists with planning for the transfer of the business. This includes ensuring continuing income to the family, providing liquidity to allow for the survival of the business, and ensuring a fair distribution of the estate to heirs. 

     

  • Ken Nuttall, CFP®, MBA
  • Investment Adviser Representative

    212-573-5557

    knuttall@acornfs.com

    V-Card

    Ken Nuttall received a Bachelors of Science degree with a double major of Finance and Marketing from University of Delaware in 1999 and a Masters of Business Administration from Pace University in 2006.  After college, Ken spent 17 years working in various risk and trading roles at JP Morgan Chase.  All throughout his career at JP Morgan Chase, he had a strong interest in helping people with their personal finances and decided to pursue this interest by moving to Acorn Financial, where he could assist families and businesses in financial planning, investments, retirement and insurance.

    Ken enjoys helping families with strategies for the accumulation, distribution and the protection of wealth, college funding and retirement planning.  Ken enjoys learning about his clients’ needs and goals and then educating them as to the different options available by using the appropriate financial products and services to help to achieve that goal.  To achieve financial goals, Ken believes that everyone should have a financial plan  and works with clients to create and implement these plans.

    Ken also works with businesses in the design and implementation of employee benefits, retirement plans, 401(k) and group benefits.

    In addition to holding his Series 7 and Life & Health Insurance licenses, Ken holds a CERTIFIED FINANCIAL PLANNER™ designation.

    Ken was born in Wilmington, Delaware and raised in Hockessin, Delaware.   He currently resides in New York City with his fiancé Brenda. 

    Click here to view and/or print Ken's  bio sheet.

  • Jacob F. Steinmann
  • Financial Representative

    914-393-8281

    jacobsteinmann@acornfs.com

    Jacob Steinmann attended the State University of New York at Oneonta, where he received a Bachelor’s of Science degree in Business/Managerial Economics with a minor in Finance. For the past 2 decades, Jacob has been the owner/operator of multiple closely held businesses and real estate holdings. Throughout his life as an entrepreneur, Jacob has recognized that building strong relationships is the foundation of success in personal wealth and business achievement.

    Jacob helps families develop and implement strategies for insurance protection and retirement planning with a specific focus on Life, Long Term Care and Disability Insurance. He takes time to get to know his clients and their needs before developing options for them to consider. Jacob is collaborative with attorneys, accountants and other advisors to his clients, taking a team approach to identify goals and implement solutions.

    Jacob also leverages his experience as a business owner as he works with companies to design and implement employee benefit plans, group benefit plans as well as buy/ sell insurance and executive compensation packages.

    Jacob lives in Ridgefield, Connecticut with his wife Erica and their 3 children. Jacob enjoys skiing, fishing and spending time with his family.

  • Jeffrey Steinmann, CFP®, CLU, LUTCF
  • 212-573-5588

    jsteinmann@acornfs.com

    Jeffrey F. Steinmann attended the University at Albany and is a graduate of the School of Business. He has been in the financial services businesssince 1998 where he helps clients with their insurance, investments and estate planning. In addition to having his Series 7, 66 and Life & Health Insurance licenses, Jeffrey holds the following professional designations: CERTIFIED FINANCIAL PLANNERTM, Chartered Life Underwriter®, and Life Underwriter Training Council Fellow. He has also recently passed the Accredited Investment Fiduciary examination.(AIF®) Jeffrey continues to expand his professional education so he is able to help his clients navigate the constantly changing landscape of finance.

    His professional specialties include but are not limited to helping families with strategies for the accumulation, distribution and the protection of wealth. Jeffrey also works with businesses in the design and implementation of employee benefits; including executive compensation packages, retirement plans and group benefits.

    Jeffrey positions himself as a professional, learning about his client’s needs and goals and then educating them as to the different options available by using the appropriate financial products and services. In addition, he is well versed in many financial products and services that are available through a wide variety of insurance and investment companies, and is often called upon by accountants and attorneys for his knowledge in this area.

    Jeffrey enjoys skiing, golf and spending time with his wife Wanda and their two children. They live in Rye, NY.

  • Eric Wagner
  • 212-573-5560

    ewagner@acornfs.com

  • Steven Castrello
  • Investment Adviser Representative

    845-269-3504

    scastrello@acornfs.com

    Series 7, 66, NYS Life Accident and Health, NYS Health Exchange Certified

    Steven has been with Acorn since 2013. Prior to joining the firm he was a member of the American Stock Exchange. He was designated primary market maker/specialist with goals of providing liquidity and keeping a fair and orderly market in over 50 equity derivative chains. He also was responsible for pricing and hedging many ETF positions originating from his role as ETF market maker. With his extensive knowledge of derivatives and structured products Steven took on the role as Sales Trader where he covered many of the top Hedge Funds in the industry. He covered quant, risk arbitrage, distressed debt as well as long/short equity hedge funds. Steven uses this institutional experience and knowledge to give an unparalleled level of investment advice and client service.  

  • James Magaziner, ChFC®, CFP®
  • 732-758-6100

    jmagaziner@acornfs.com

    2 Essex Square, Essex, CT 07760

    James R. Magaziner is a Certified Financial Planner Practitioner and Chartered Financial Consultant. With a primary focus on Comprehensive Financial Planning, Estate Planning Strategies, Investment Consulting & Elder Care, Jim has been assisting clients in the financial services industry for over 30 years. His offices are located in Rumson, NJ, Livingston, NJ, and Essex, CT

    Jim received his Bachelor of Science degree in 1978 from East Stroudsburg University in PA. He is a graduate of the American College for the Chartered Financial Consultant in Bryn Mawr, PA and Farleigh Dickinson University, Madison, NJ where he received his CFP®. Jim is a member of the Certified Financial Planner Board of Standards, Financial Planning Association (FPA), and National Association of Insurance and Financial Advisors (NAIFA). He holds numerous investment and insurance licenses including his IAR (Investment Advisor Representative). Jim holds licenses in the states of Connecticut, New Jersey, Pennsylvania, Florida, New York, and Virginia. Jim is also a member of the Rumson Business Association.

    Acorn Financial Services recognized Jim as the Senior Associate of the Year in 2007 & 2010, and he consistently finishes each year as one of the top three performing producers.

    Born and raised in Philadelphia, PA, with a family summer home on Long Beach Island, NJ, Jim developed a love of the water and a passion for boating and navigation. Jim has captained his own boat for the last twenty years as he and his family enjoy cruising the New England waterways. Jim holds a private pilot license as well.

    Acorn Financial Services’ branch offices in Rumson, NJ and Essex, CT are proud to be corporate sponsors of many civic, religious and non-profit organizations. Through active participation in sponsorships, donations, and volunteerism, the offices follow in the footsteps of the General Agency in Livingston demonstrating their commitment to the value of servitude and responsibility to community.

    Jim and his wife Susan, also from Philadelphia, lived in the coastal town of Monmouth Beach, NJ where they raised their three sons for the past 23 years.

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Company Info

Main Office
290 West Mount Pleasant Avenue
Suite 2300, Livingston, NJ 07039
Phone: 973-994-0100
Toll Free: 800-933-7344
Fax: 973-994-2986

Office Locations