Individual commitment to a group effort–that is what makes a team work, a company work, a society work, a civilization work."
As President & CEO, Richard has over 25 years of experience in the financial industry. Chris specializes in comprehensive planning for families, business owners and executives. He has helped hundreds of families take a common sense approach to their financial planning. Chris holds the Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®) and Certified College Planning Specialist (CCPS®) designations from The American College. Chris is also a licensed insurance professional and investment advisor representative. These credentials are testaments to his skills for developing lifetime income in retirement.Chris is a partner of the Eagle Team Financial Pros, a financial services training organization and a Master Mentor of the Money-Trax system, Circle of Wealth. As a mentor and trainer, Chris helps advisors across the country with their client’s unique situations. Chris is a United States Navy veteran whose training in mechanical engineering gives him an inherent ability to solve problems. He is also a loving husband & proud father of four children. In his free time, he trains in self-defense and enjoys hopping on his Harley Davidson.
Keith is a born-and-raised New Jersey resident. In his spare time he enjoys sports, cooking, hiking, gardening, traveling and many other new adventures. Most of all, he likes to enjoy the beach with his family.
As an investment advisor representative, Keith believes that education is a lifelong journey and continues to study on a daily basis. He holds his life and health licenses as well and is working towards other certifications.
His ultimate mission is to help his clients look at all aspects of their finances and how each decision can impact another part of life. He strives to bring solutions to problems that many times we are simply just unaware of. The definition of "Status Quo" is accepting the norm for what it is. However, if the norm is not up to par anymore then we must rethink traditional rhetoric. If what you thought to be true turned out not to be true, when would you want to know?
Alan is a life-long resident of the New York, New Jersey Metropolitan Area. He recently became the proud Grandfather of two beautiful little girls – Alexandra, age 3, and Anastasia, 1. Alan feels that being a grandfather is the best job in the world!
When not working with clients, Alan plays (at) golf (poorly) and stays fit by running 4-5 miles. He has always been fascinated with the martial arts, at various times studying Judo, and Karate. He recently started practicing both Danzan Ryu Jujitsu and Iaido with his son Matt, a second degree blackbelt.
Alan has more than 30 years of experience as a financial professional. He has seen the impact that poor planning or no planning at all can have on retirement dreams. Alan understands how important it is to educate people properly about the challenges they will face in retirement- and how to mitigate them.
Katelyn has been with PPS since 2012 and is Chris' right hand. She assists in scheduling, social media marketing, email marketing, health insurance and client relations, business operations, agent contracting and more. Katelyn is health and life licensed. She is happily married with a toddler and another baby on the way in 2018.
Lauren is an asset to our team. She's with PPS part-time during the week at reception while assisting the team with any important projects and tasks. Lauren just wrapped up her counseling degree and has begun her journey into a rewarding career.