Steven was born and raised in Northeast Philadelphia. The son of two teachers who instilled upon him education, hard work, integrity, and honesty. He began his career in 1986 after graduating from the Pennsylvania State University with a Bachelor of Science degree in Finance.  Over the past 30 years he has helped client's manage their wealth throughout good times and bad.  Steven believes that wealth is built over a long period of time and there are no short cuts, that is why accessibility and communication are so important and why he is available by phone, email and face to face nearly every day.  Steven holds the title of Senior Vice President- Wealth Management, Portfolio Manager and Wealth Advisor.

Steven and his wife Jodi enjoy traveling and spending time with their three children, Nicole, Brooke, and Dylan.

Registered States:
AZ, CA, DE, FL, GA, MD, MI, NC, NJ, NY, PA, TX, UT

Mark received a Bachelor of Arts in Economics from Rowan University in 2000.  He entered the Financial Services industry in 2000 at Pershing, LLC. in Jersey City, NJ.  In 2003 he joined Waddell and Reed, as a Financial Advisor.  He then worked for Merrill Lynch as a Financial Advisor and later as a sales manager at the Financial Advisory Center in Hopewell, NJ.  Mark joined UBS Financial Services in 2008 as a Complex Administrative Manager in Princeton, NJ.  He now serves as the Branch Manager of the Northfield, NJ Office and a Financial Advisor with Apex Wealth Management.

He currently holds his FINRA series 7, 66, 9/10 in addition to his NJ life and Health Insurance licenses.  He is married to wife Karen and lives in Mt. Laurel, NJ with their daughters Addison and Kathryn.  In his spare time he enjoys spending time with his family, fishing and cycling.

Registered States:
FL, NJ, NY, PA

Sheila's career began in 1980, in Santa Ana California. In the course of her career, Sheila has worked in various capacities from branch wire operator to administrative manager. Sheila attended University of Phoenix and received her Bachelor of Science in Management. In addition, Sheila maintains her Series 7,63 and 65 registrations and insurance license.

Sheila provides full administrative and operational support to our clients. She communicates regularly with clients and is available to assist with many questions. Sheila's primary focus is to provide our clients and team members' responsive and accurate support.

Sheila lives in Cherry Hill, New Jersey and enjoys reading, traveling and spending time with her significant other.

Registered States:
DE, FL, NJ, PA