Meet Your Team

Judd T. Carlton, CFP®, AIF®

Managing Executive

(973) 539-1945 x12

Judd Carlton specializes in customized financial planning and investment portfolios for our clients’ unique situations, multigenerational wealth accumulation and cash flow management. Judd has been in the financial services...

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William O. Glassner, CFP®


(973) 539-1945 x11

Bill provides investment, retirement, estate, tax, education and insurance planning. His experience and specialization make him a valuable asset when approaching a situation that requires rigorous analysis of both the quantitative and...

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Noreen A. Flynn

Registered Assistant, Client Relations Manager

(973) 539-1945 x13

Noreen has been a member of our team since 2001 and is a highly valued resource, both internally and by our clients. Noreen has held numerous positions of responsibility in the financial services industry since 1985. Her experience...

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Inna D. Braudo

Registered Assistant, Client Relations Manager

(973) 539-1945 x10

Inna joined the team in 2015 as a Client Relations Manager. She has been in the financial industry for over 10 years and has an MBA in Finance and a BA in Economics from Rutgers University. She is quickly developing her financial...

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The Rest Of Your Team

Our team is limited in size by design to provide every client access to our best advice and service. In addition to our in-office staff, we are glad to work with your other current advisors and we also maintain relationships with a network of complementary professionals such as:



Insurance Specialists

Mortgage & Banking Experts