As a Wealth Manager, Dede is responsible for client relationships and helping clients achieve their financial goals. She holds a BS in Marketing from Rutgers University and holds the CERTIFIED FINANCIAL PLANNER™ designation. She has provided wealth management services since 1985. She works closely with clients to coordinate the transition from goal setting and financial planning to the implementation of an investment strategy. Dede is an active member of the Financial Planning Association.  Dede participates in the firm's Women's Initiative and is a member of the firm's Estate Planning Committee. She has presented financial planning seminars to corporations and clients of RegentAtlantic Capital. She is also an active supporter of The Women's Fund of New Jersey.

Kathleen began working in the financial industry in 1981 and, as a Client Service Administrator, has become a valued part of the RegentAtlantic Team. Kathleen performs such duties as establishing new accounts and addressing the ongoing operational needs of her team's clients. As an active part of her community, Kathleen has organized groups for Habitat for Humanity home building projects and volunteered her time and knowledge toward fund raising and strategic planning initiatives for St. Rose of Lima School, where her children currently attend. Kathleen is a graduate of Georgian Court University.