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A Team Approach to Comprehensive Wealth Management 

 

A Team Approach to Comprehensive Wealth Management

Our mission at Wealth Enhancement Group is to improve our clients’ lives by delivering the best possible advice. One of the ways we seek to accomplish this objective is to work as a team.

You’ll continue to work with your team from AEPG Wealth Strategies. They'll now be backed by an entire Roundtable™ team of specialists at Wealth Enhancement Group, covering all angles of your financial life, from planning, investments, tax strategies, estate planning and beyond.

Should you have any questions, please call us at (908) 757-5600.

Meet the Team

Advisors

Advisory Services

Client Services

Employee Group Benefits

Retirement Plan Consulting

 

Steven-Kaye-1

Steven W. Kaye

Managing Director
CFP®, ChFC®, CEBS®, CLU®, RHU®, AAMS®, AIF®, CRC®
Life & Health Insurance License

(908) 821-9797 | skaye@wealthenhancement.com 

Steven joined Wealth Enhancement Group through the partnership with AEPG Wealth Strategies, where he served as CEO and Founder for nearly 40 years. He is a nationally recognized thought leader in the investment management industry and has been interviewed by the financial press, trade journals, newspapers and dozens of television news programs like the Today Show and CNBC’s The Money Club. He is also highly involved with speaking to professional organizations, employee groups and civic organizations about investment portfolio management, employee benefits, estate planning and comprehensive wealth management. Steven was named a Top 100 Retirement Plan Adviser in 2018 by PLANADVISER magazine and was listed in the Financial Times 2018 FT 401 list of top retirement advisers. He is the former chairman of the board of directors and past president of the New Jersey Society of the Institute of Certified Financial Planners, was the founding president of the Summit Medical Group Foundation and the past treasurer and executive vice president of the Enright Melanoma Foundation. Steven’s hobbies include golf and equestrian sports. He is married with two sons and two grandsons.

  • BS, Rutgers University
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant®
  • Certified Employee Benefit Specialist®
  • Chartered Life Underwriter®
  • Registered Health Underwriter®
  • Accredited Asset Management Specialist™
  • Accredited Investment Fiduciary®
  • Certified Retirement Counselor®
  • Five Star Wealth Manager (2012-2019)ˆ


Ray-HawkinsRay A. Hawkins

Senior Vice President, Financial Advisor
CFP®, ADPA®, AWMA®, AEP®, CAP®, RICP®
Life & Health Insurance License 

(908) 821-9768 | rhawkins@wealthenhancement.com 

Ray’s experience in the financial services industry spans almost 40 years, including time spent as the head of equity trading at JP Morgan. During his career he developed a passion for the philanthropic space both personally and professionally. He enjoys helping clients incorporate charitable giving into their overall financial strategy and hopes to increase the impact of that giving, as well as engage other family members in the giving process. He has a special interest in eldercare planning and social security, as well as executive benefits like stock options, RSUs, deferred compensation and non-qualified retirement plans. Ray supports education based non-profit organizations like Preschool Advantage which provides tuition for families in need. He is a long-time resident of Basking Ridge, NJ and enjoys playing tennis, golf and bicycling. Ray and his wife have three successful adult children.

  • BA, Kean University 
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Accredited Domestic Partnership Advisor℠
  • Accredited Wealth Management Advisor℠
  • Accredited Estate Planner®
  • Chartered Advisor in Philanthropy®
  • Retirement Income Certified Professional® 


Pete-HoglundPeter C. Hoglund

Senior Vice President, Financial Advisor 
CFP®, AIF®

(908) 821-9760 | phoglund@wealthenhancement.com 

Peter has more than 10 years of experience in the financial services industry, specializing in working with physicians and medical practices on their unique needs in the changing medical landscape. He also enjoys helping busy professionals in establishing their planning strategies, families saving towards education and retirement goals and individuals managing risk and expenses during retirement. Peter currently serves as Vice President with the Enright Melanoma Foundation.  He is a fan of the Philadelphia Eagles and enjoys coaching little league. He loves taking Disney vacations with his wife Jacqueline and their two sons. 

  • BA, Eastern University
  • CERTIFIED FINANCIAL PLANNER Professional
  • Accredited Investment Fiduciary®
  • Five Star Wealth Manager (2018 & 2019)ˆ


Bret-KayeBret S. Kaye 

Senior Vice President, Financial Advisor 
MBA, CFP®, AIF
®
Life & Health Insurance License 

(908) 821-9767 | bkaye@wealthenhancement.com 

A second generation financial advisor, Bret learned early in life the importance of balancing a budget, setting financial goals and managing risk through the lessons taught by his father around the breakfast table. Bret applies these lessons and values when working closely with clients to develop and implement detailed plans that, through deep, holistic planning and actionable advice, help clients reach their financial goals and address their specific needs while simplifying their financial lives. Bret is an avid golfer, and is the Vice President and past Treasurer of the Men’s Association at Watchung Valley Golf Club. He also enjoys skiing and travel. He lives in Morristown, NJ with his wife Lyndsey and their son Hunter.

  • MBA, Seton Hall University 
  • BS, Seton Hall University
  • CERTIFIED FINANCIAL PLANNER Professional
  • Accredited Investment Fiduciary®


Peter-NeedhamPeter Needham

Senior Vice President, Financial Advisor 
MBA, CFP®

(908) 821-9759 | pneedham@wealthenhancement.com 

Peter has more than 40 years of experience in the financial services industry and spent the first half of his career with Morgan Stanley in treasury management; his roles included European Treasury based in London and Treasurer of Morgan Stanley Trust Company.  Through this experience, he has become well-versed in balance sheet management, cash management, hedging and insurable risks. When meeting with clients, he believes listening to their concerns and aspirations is just as important as offering financial planning solutions.  Peter is an avid fan and alumni of the Villanova soccer team, and is passionate about giving back to the organization. He also is a season ticket holder of the Villanova basketball team. Peter splits his time between Berkeley Heights, NJ and Hilton Head, SC where he enjoys golfing.  

  • MBA, Fairleigh Dickinson University 
  • BS, Villanova University
  • CERTIFIED FINANCIAL PLANNER Professional
  • Five Star Wealth Manager (2013-2019)ˆ


Chris-Schiffer

Chris Schiffer

Senior Vice President, Financial Advisor-CRP 
MBA, CFP®, AIF®, CPA
Life & Health Insurance License 

(908) 821-9764 | cschiffer@wealthenhancement.com 

Chris has more than 30 years of experience in the financial services industry in the areas of accounting and financial planning. He is well-versed in the financial challenges faced by most individuals. Chris has also authored articles on financial planning, divorce, and the financial markets. In addition, for those going through divorce, has appeared as a subject matter expert on a number of media outlets, as well as presented on the subject. He is an active member of the New Jersey Society of CPAs and is currently President of the NJCPA Middlesex/Somerset chapter. Chris is an active volunteer with the Men of Charity through Saint James Church in Basking Ridge, as well as his son’s Boy Scout troop. His interests also include martial arts, camping and vacationing on Long Beach Island with his family. 

  • MBA, New York University
  • BS, Fordham University
  • CERTIFIED FINANCIAL PLANNER Professional
  • Accredited Investment Fiduciary®
  • Certified Public Accountant


Gary-ShorGary Shor

Senior Vice President, Financial Advisor 
MBA, CFP®

(908) 821-9787 | gshor@wealthenhancement.com 

Gary appreciates the opportunity to combine his natural problem solving skills with helping people, resulting in a rewarding career in financial planning that spans more than 15 years. He works closely with his clients to understand their goals and develop a comprehensive financial plan that is tailored to their needs. Gary specializes in Social Security and IRA strategies and is well versed in traditional versus Roth IRA planning. In his free time, he enjoys following Big Ten football, beer tasting and cooking healthy living meals. He also supports the local food bank assistance program. Gary and his wife have two grown children and reside in Westfield, NJ.

  • MBA, Pace University 
  • BSBA, University of Delaware
  • CERTIFIED FINANCIAL PLANNER Professional


Alex-Vaccarella

Alex Vaccarella

Senior Vice President, Financial Advisor 
CFP®

(908) 821-9795 | avaccarella@wealthenhancement.com 

Alex has an affinity for helping up and coming professionals and entrepreneurs, as well as those approaching retirement, to help identify any financial concerns and to create a strategy that brings them closer to their goals. He has authored a variety of articles on issues like income strategies, identity theft and Roth contribution and conversion strategies. Alex also serves as a board member for the Financial Planning Association of New Jersey. For fun he enjoys camping, cooking and trying out new restaurants near his home in Harrison. Alex is also planning a spring 2020 wedding to his fiancé Christina.

  • BS, William Paterson University
  • CERTIFIED FINANCIAL PLANNER Professional


Don-GoldbergDonald M. Goldberg

Vice President, Financial Advisor  
JD, ChFC®, CLU®
Life & Health Insurance License

(908) 821-9781 | dgoldberg@wealthenhancement.com 

Don’s extensive career in financial services includes more than 25 years as an insurance agent as well as nearly 20 years as a financial planner. During this time he has gained thorough knowledge of fringe benefits, insurance, retirement planning, estate planning and investments. Don considers each client’s unique circumstances when creating their personalized financial plan. In his free time, you may find Don kayaking or bicycling. He also likes to travel. Don and his wife Barbara have two daughters and two grandchildren. 

  • JD, New York Law School
  • BA, Rutgers University
  • Chartered Financial Consultant®
  • Chartered Life Underwriter®


Gary-QuinzelGary Quinzel

Senior Portfolio Manager 
MBA, CFA®

(908) 821-9765 | gquinzel@wealthenhancement.com 

Gary has over 15 years of experience in investment strategy and management. He is highly-skilled in the areas of macroeconomic research, portfolio management and investment analysis. Gary also enjoys delivering market commentary and guidance to clients. He lives in Morris Township, NJ with his wife Andrea and their daughter Avery. In his free time, you will find Gary spending time in the outdoors, running and playing sports. 

  • MBA, Seton Hall University
  • BS, College of New Jersey 
  • Chartered Financial Analyst®
  • Five Star Wealth manager (2019)ˆ


Christopher-PaleologusChris Paleologus

Senior Investment Analyst
CFP®

(908) 821-9766 | cpaleologus@wealthenhancement.com 

Chris has a thorough background in investment management, including overseeing client portfolios, daily trading and modeling investments. His knowledge of risk mitigation strategies, closed-end funds, mutual funds and ETFs enhances his ability to provide complete investment information to advisory teams. He enjoys examining market activity and has authored an assortment of financial planning articles during his career.  In his free time, Chris likes to golf, travel and spend time with friends and family. He is a resident of Doylestown, PA.   

  • BS, Saint Joseph's University
  • CERTIFIED FINANCIAL PLANNER™ Professional


Bobby-WolfeBob Wolfe

Associate Financial Planner
CFP®

(908) 821-9319 | bwolfe@wealthenhancement.com 

Bob joined the organization as an intern while pursuing his degree in financial planning and sales. In his current role, he partners with advisors to help create a smooth client onboarding process including analyzing potential investments and collecting client data. His process-driven approach also helps ensure that clients receive ongoing, comprehensive advice. Bob plays lacrosse and likes to kayak, hike and swim in his free time. He lives in West Milford, NJ.

  • BS, William Paterson University 
  • CERTIFIED FINANCIAL PLANNER™ Professional


Anna-Delayo

Anna Lee Delayo

Branch Operations Administrator 

(908) 821-9786 | adelayo@wealthenhancement.com 

Anna has spent more than 30 years in the financial services industry, with a robust background in accounting and finance. She is vital to the overall success of the office and provides advisors a high level of support, ensuring that each client has a positive experience. Anna holds a BS from Fairleigh Dickinson University and is active with the Cranford Board of Education & Community, where she has served as a volunteer for a quarter-century. Anna enjoys baking, biking and spending time with friends and family, including her husband Charlie and their three grown children.




Gina-DeCastroGina DeCastro

Trading Analyst
Life & Health Insurance License 

 

 









Maryanne-Pantilione

Maryanne Pantilione

Senior Client Service Manager
MBA

 

 

 

 






Lori-WheelerLori Wheeler

Senior Client Service Manager
Life & Health Insurance License 

 

 

 






Suzanne-MorellaSuzanne Morella

Client Service Associate

 

 

 





Christine-Lapidow-1Christine Lapidow

Administrative Assistant
Life & Health Insurance License


 

 

 





Michele-BoyleMichele Boyle

Intern




 






Noel-Santiago-1Noel Santiago 

Director, Group Benefits
Life & Health Insurance License

(908) 821-9758 | nsantiago@wealthenhancement.com 

With over 20 years of experience in the insurance and financial industry, Noel brings unique insight in designing various life, health, disability and retirement plans. He analyzes the needs of clients, and collaborates with them to develop customized plans that address their health and benefits management issues.  He is also well-versed in 401k plan implementation and individual life, disability and medical programs and has in-depth knowledge of self-funded and alternate funded group medical and benefit plans. Outside of the office Noel enjoys speaking engagements, sports and traveling with his family. He resides in Clifton, NJ. 

  • BA, Montclair State University 


Marci-Journee-AdamsMarci Journee Adams

Senior Account Manager, Group Benefits
Life & Health Insurance License








 


Kristen-ShieldsKristen Shields

Senior Account Manager, Group Benefits
Life & Health Insurance License 








 


Brian-Gregov-1Brian Gregov

Director, Retirement Plan Consulting 
AIF®, QKA

(908) 821-9771 | bgregov@wealthenhancement.com 

Brian leads a highly qualified team and oversees the retirement plan governance and fiduciary responsibilities for his clients, along with their administration, operations and design. He has more than 20 years of broad experience working in retirement solutions, including managing plans for large, multi-hundred-million-dollar corporations as well as small businesses. Brian supports his clients by designing customized retirement plans that are focused on specific goals and needs. He also shares his knowledge through employee education programs to help plan participants navigate saving for retirement.   Brian enjoys playing sports in his free time, and managing his son’s travel baseball team. He and his wife also have twin daughters.   

  • BA, Stockton University 
  • Accredited Investment Fiduciary®
  • Qualified 401(k) Administrator 


Chris-HollandChris Holland 

Senior Investment Analyst
CFA®, AIF®, AWMA®

(908) 821-9792 | cholland@wealthenhancement.com 

Chris oversees the investment management, research and reviews of retirement plans. He focuses on cutting-edge institutional investment research and due diligence on best practices, looking to stay on the forefront of qualified plan optimization, investment selection, participant behavior and fiduciary protection. Chris has an enthusiastic interest in research and the advantages that it can uncover. For fun, Chris enjoys sports like swimming and football, and is fond of beach vacations. He lives in Bedminster, NJ with his wife and son. 

  • BS, Cabrini University
  • Chartered Financial Analyst®
  • Accredited Investment Fiduciary®
  • Accredited Wealth Management Advisor℠


Gloria-Berges

Gloria Berges

Senior Retirement Plan Administrator
QKA










Wendell-Dinio

Wendell Dinio

Senior Retirement Plan Administrator
QKA










Warren, NJ advisors are not affiliated with LPL Financial. 

ˆAward criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.