How We Work
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.
Bryan P. Murray, CFP®
Risk Management Specialist & Financial Planner
(201) 556-4611
Bryan manages the financial planning process by organizing client’s information to develop personalized engagement proposals, which ultimately leads to a comprehensive financial plan, outlining a blueprint of solutions.
Cathy Barry
Group Benefits & Medicare Specialist
201-368-5161
CBarry@AccessBenefitConsulting.com
Cathy is an Office Administrator working directly with Jo Ann. She upkeeps and organizes client information for small groups and individuals, and comes to us with experience in administration in the finance field. CRN-3799198-092921
Cheryl Flores
Executive Assistant & Insurance Service Specialist
(201) 556-4611
Cheryl is the voice of the practice who greets you when you call. She is our client’s personal service concierge handling all service related matters as well as managing all of the daily administrative functions. She has been the...
Cheryl Higgins
Client Relationship Manager
(360) 750-1302
Craig C. Bartlett, CFP®, CRPC®, CBEC®
Managing Partner & Financial Planner
(201) 556-4611
Craig is a Managing Partner and a Financial Planner at Wealth by Design whose primary areas of responsibility are defining the client experience as well as proactively implementing planning strategies.
Deandrea Forbes
Investment Support Specialist
(201) 556-4611
Deandrea’s responsibilities center around the implementation of investment planning strategies and follow through on the ongoing administration of our clients’ investment accounts. This includes obtaining all new account...
Emilie Hess
Financial Planning Manger
(201) 556-4611
Emilie’s primary responsibility is to assist the financial planners in drafting personalized financial plans for clients. She keeps a strong focus on each client’s goals and objectives to produce comprehensive design...
Jason D. Brito, CFP®, CRPC®
Managing Partner & Financial Planner
(201) 556-4611
Jason is a Managing Partner and Financial Planner, whose primary areas of focus are retirement and investment planning. Jason works alongside Nicholas Petriello in designing and implementing investment strategies. Jason also plays...
Jeff Lukowiak
Private Wealth Advisor
Jeff Lukowiak is Managing Partner and a Financial Planner at Wealth by Design PNW. Jeff’s primary areas of responsibility are defining the client experience as well as proactively implementing planning strategies that help...
Jo Ann Boyle
Group Benefits & Medicare Specialist
(201) 368-5161
jboyle@accessbenefitconsulting.com
Jo Ann is the Group Benefits Specialist working directly with our business owner clients. Prior to joining us, she worked for 15 years in Human Resources for a 100+ member law firm in NJ. Drawing on her HR experience, she brings a...
Kacey Lyzell
Insurance Support Specialist
(201) 556-4611
Kacey’s main responsibility is working closely with clients to implement new life, disability and long-term care strategies in accordance with their Financial Plan. She gathers necessary information, populates forms and provides...
Michael R. Jason, MBA, CRPC®
Investment Specialist & Financial Planner
(201) 556-4611
Mindy Randall
Investment Support Specialist
Mindy has served as Office Manager since 2004. As Client Relationship Manager, Mindy has various responsibilities all centered around making sure our clients have a personalized first-class experience working with us...
Nicholas Petriello, CFA, CRPC®
Managing Partner & Director of Investment Planning
(201) 556-4611
Nick is a Managing Partner and Director of Investment Planning whose primary area of responsibility is designing and implementing investment strategies. Each client situation receives a thorough analysis of their existing portfolio...
Nicole Mial
Investment Support Specialist
(201) 556-4611
Nicole’s main responsibility is working alongside Melissa to implement investment planning strategies and follow through on the continued administrative management of our client’s investment accounts. This includes...
Paul H. Lee, CFP® CPWA®
Financial Planning Manager
(201) 556-4611
Paul's primary area of focus is managing the process of creating personalized financial plans strategically designed to improve the probability of accomplishing each client’s unique goals and objectives. Paul’s experience...
Shena Q. Bartlett, AAMS®
Private Wealth Advisor
Shena Bartlett is a Managing Partner and Financial Planner, whose primary areas of focus are retirement and investment planning. For over a decade, Shena has been helping clients towards achieving financial independence. She seeks...