As Team Leader, Jim is responsible for managing client relationships and coordinating all aspects of client service for the team. Prior to joining Regent Atlantic in 2007, Jim served as a Wealth Management Specialist for USI Bertholon Rowland, an insurance brokerage catering to law firms and bar associations. He also worked as a Financial Advisor with New England Financial, a subsidiary of MetLife. Jim received his BA in Economics from Rutgers University, as well as an MBA with a concentration in Finance and Marketing from Rutgers Graduate School of Management. He holds a CERTIFIED FINANCIAL PLANNER™ designation and is an adjunct professor at Fairleigh Dickinson University in the CFP® program. Jim is an active member of the Financial Planning Association and serves on the Allied Professionals and Public Awareness committees. He's also a member of Regent Atlantic's Estate Planning Committee. Prior to his career in financial services, Jim held various marketing and sales positions in the music and media industries.

As Team Leader, Sheila is responsible for coordinating the team's work and managing client relationships. She brings to RegentAtlantic over 15 years of experience as an attorney specializing in tax and retirement plans, as well as five years at Merrill Lynch designing financial plans for high net worth individuals. Sheila is a graduate of Amherst College and earned her JD from the University of California-Berkeley School of Law. She has worked with nationally renowned law and accounting firms as well as having developed and presented financial plans for high net worth clients. Sheila lives with her husband and two children in Robbinsville, NJ.