Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Investment Advisor Representative
Austin joined our team in July 2022 and serves several roles within the team. Along with handling clients' everyday needs, Austin is tasked to running the Fidelity block trading software and client contact system, and analyzing fund...
Bachelor of Sciences in Accountancy, TCNJ Bradley has over 21 years of public accounting experience and is a partner of Padden, Cooper, Lawson, Denn, and Drewry accounting firm. Bradley’s expertise focuses on tax, financial, and...
BS Degree in Finance, Rutgers University Brian began his career with American Express Financial Advisors (AEFA) before joining MFG Investments. His commitment to excellence in the Wealth Management industry is evident by the long-term...
Client Services Manager
Client Advocate with MFG Investments, LLC Kathleen has an extensive background in client services in the financial industry and is most outstandingly a "people person." Her dedication to our clients and passion for helping...
As assistant, Kelly helps advisors define strategies, develop campaigns and create content to connect with clients and inspire growth for their firm. Kelly graduated cum laude from Saint Thomas Aquinas College in New York. She...
Bachelor of Arts Degree in Advertising, IONA College. President/Founder of MFG Investments, LLC. Our Firm’s Wealth Management philosophy is Teamwork. We have a unique multidisciplinary blend of highly experienced professionals...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.