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Team


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management


We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?


Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Through Cetera Research, Tom has access to outstanding resources to deliver sound investment advice and insights to our clients.  Click here to read more information on Cetera Research Team.

 

Schedule a meeting with Ryan here

Ryan J. Marshall is a CERTIFIED FINANCIAL PLANNER™ professional.

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Patricia L. Ela, CES™

Certified Estate and Trust Specialistâ„¢

201.848.0704

201.847.0506

SCHEDULE A MEETING WITH TRISH HERE   A Certified Estate and Trust Specialist™, Trish heads up the estate settlement process for all of the clients of Ela Financial Group.

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Becky is a North Carolina native and a graduate of the University of North Carolina. She moved to New Jersey in 2008 with her two daughters, Dillon & Clare.  She began at Ela Financial Group in 2014 as Tom's assistant...

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Arlene Armando

Planning Assistant

201-848-0704

201-847-0506

Arlene is a graduate of William Paterson University in Wayne, NJ and has several years of experience within the financial industry. Arlene began her career in account management for Oppenheimer Capital and later joined the client...

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Carrie A. Graziano is a graduate of Drew University in Madison, NJ and has been in the financial services business for over 18 years. Carrie has worked closely with Institutional Clients for a large...

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Kim Bultman

Executive Assistant

201-848-0704

201-847-0506

Kim graduated with a certificate in Accounting from Berkeley College of NJ in 1988 and immediately entered the corporate world of equipment leasing and finance. She managed their bookkeeping team and became an intricate part of the...

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Laura began her career at Blair Academy as a teacher of Micro/Macroeconomics. She then worked several years in a law firm as a Trust & Estate Paralegal before transitioning to the corporate world of finance in NYC where she was a Vice...

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