Meet Our Wealth Management Team

Frank is a Managing Partner of Precision Financial Strategies with primary focus to the financial wellbeing of our clients. His philosophy is to make himself accessible to them, listen to their needs, and respond to them in turn. Most important to Frank is that our clients trust him and treat him like family, which speaks volumes about their relationship.

In addition to his financial planning skills, he can draw upon twenty years of experience as a business professional, building and acquiring financially successful companies. This experience provides us with an added dimension that we utilize in our practice to create sound strategies for both individuals and business owners.

Frank is a sought after presenter for a number of corporate and organizational functions each year. He holds the Chartered Retirement Planning Consultant (CRPC) designation conferred by the College of Financial Planning, the Certified Fund Specialist (CFS) designation from the Institute of Business and Finance, and Registered Financial Consultant designation from the International Association of Registered Financial Consultants.

Frank resides in Marlboro, NJ with his family.

Bill is a Managing Partner of Precision Financial Strategies. His primary focus is to assist clients to establish and pursue their financial goals. Bill believes in the importance of establishing a financial strategy prior to making implementation decisions. He identifies the objectives of our clients, and helps them to establish a sense of confidence.

Bill is a believer in financial education and often provides lectures to clients, professionals, and corporate groups on various topics such as wealth accumulation, retirement, and estate planning. He has appeared on the Caucus New Jersey TV program and has been quoted in the Star Ledger and Asbury Park Press.

Bill holds a Bachelor of Science degree in marketing from Ithaca College and has earned the Certified Financial Planner designation. He resides in Monmouth County, NJ with his family. He is known to be active in his community and enjoys spending time with his family.

Samantha is the Manager of Administration at Precision Financial Strategies and oversees office operations, organizing and coordinating various client service items to ensure organizational effectiveness and efficiency. She prides herself on her attention to detail and aims to ensure that all client needs are fulfilled and carried out with care.

Previous experience includes 11 years of administrative and customer service support for companies in the Sales, Real Estate, and Financial Services industries. In her previous role as Senior Contract Administrator, Samantha was responsible for managing contract and procurement administration for the Goldman Sachs Corporate Real Estate portfolio.

Samantha holds a Communication degree from Rutgers University. She resides in Rockland County, NY with her husband and two young boys. When she is not running around to various school and sports activities, Samantha enjoys trying new restaurants, reading, and attending Pilates classes.

Jennifer is the Client Service Manager at Precision Financial Strategies. Her focus is the management of new client account opening and client service requests. She strives to make sure clients receive the highest quality of customer care.

Jennifer has over 20 years of experience performing client services and management within the financial services industry and prior to Joining the Precision Financial Strategies Team, she held a similar position at a regional bank. Jennifer draws on her years of experience and her extensive knowledge of financial service processes to provide a first-rate client experience.

Jennifer resides in Central Pennsylvania with her husband and two young children. She enjoys exploring parks and museums, cooking and baking new recipes, and reading every night on her Kindle.