As a Wealth Manager, Tom provides integrated financial advice to individuals and families to help them achieve their goals and objectives. Tom began his career at RegentAtlantic in 2000 as an Analyst, responsible for running financial independence analyses and portfolio rebalancing. He then became a Financial Advisor where he managed client relationships and coordinated all aspects of client service for the team. Tom has twice served on the firm's Investment Committee responsible for research on several asset classes. In December 2009 Tom finished a three year term as board member of the Financial Planning Association of New Jersey. Prior to joining RegentAtlantic Tom was a financial services representative at MetLife. Tom has a BA from Bucknell University and holds the CERTIFIED FINANCIAL PLANNER™ certification. He is a member of the Irish American Cultural Institute and the American Ireland Fund..

Jim brings over 20 years of experience in portfolio management and financial planning to bear on the issues affecting physicians in private practice. He guides doctors in successfully navigating the key financial issues which confront them, including financial modeling, risk management, and retirement plan design. He currently serves physicians across New Jersey, New York and Connecticut. Prior to joining RegentAtlantic Capital in 2001, Jim was a portfolio manager, equity analyst and banking officer at several large financial institutions. He holds the CERTIFIED FINANCIAL PLANNER™ designation, a BA in Finance from the University of Notre Dame and an MBA from Baruch College. He has been named to Reuters Advice Point list of top Financial Advisors. Jim is vice president of the Board of Trustees of the South Orange-Maplewood Education Foundation. He is also a member of the Financial Planning Association of New Jersey.

As a Financial Advisor, Eric is responsible for managing client relationships and coordinating all aspects of client service for the team. He serves on the firm's Investment Committee, Financial Planning Committee, and the Income Tax subcommittee. Eric graduated from the University of South Carolina with a Bachelor of Science in Business Administration with a concentration in Finance, and brings experience in operations working for a hedge fund in Randolph, NJ. Eric holds the CERTIFIED FINANCIAL PLANNER™ designation, and is currently preparing to sit for Level 2 of the Chartered Financial Analyst exam in June 2012.

Paula has worked in the financial services industry with an emphasis in banking since 1997. Paula joined RegentAtlantic as a Business Administrator and within a year was promoted to Client Service Administrator. Paula brings to the team an extraordinary depth of administrative and operational expertise related to account transfers, wire procedures, trading, and account reconciliation. She is the team's liaison for the Company's various custodial relationships. Paula attended Rutgers University in New Brunswick, NJ.

As a Team Assistant, Elizabeth (Liz) is responsible for supporting two wealth management teams. In addition to completing various client related administrative tasks for the teams, she schedules and prepares annual reviews for clients, responds to any client requests, handles class action documentation, and participates in the quarterly reporting process. Liz joined RegentAtlantic in 2011, has worked in the financial industry since 2003, and brings a wealth of knowledge and experience to the firm.