Team The M Financial Planning Services team believes it is imperative to provide unbiased advice and high-quality service through honest communication and innovative strategies. Our goal is to help you gain a firm understanding of your financial situation and move toward achieving your most important business and personal goals.We are powered by LPL Financial, the nation’s largest independent broker/dealer.* LPL Financial offers us a comprehensive array of tools, resources and technology and has no proprietary products. This enables us to provide you with objective financial guidance.* As reported by Financial Planning magazine, June 1996–2016, based on total revenue.Learn About Our Services Ted Massaro, CLU, ChFC Principal 856-810-7701 856-810-7707 Mr. Massaro has been involved in the areas of financial planning and employee benefits since 1974 when he began his career as an agent. Read more Catherine B. Allen, CFP® Financial Advisor 856-810-7701 With over 30 years of experience in the financial industry, Catherine is deeply compassionate and is driven to educate and empower people to make informed decisions in their financial lives. Read more Edward Garruto, CFP® Financial Advisor 856-810-7701 Ed believes the independent planner approach is the best for setting recommendations that are in the best interest of the clients. Read more Alia Mendez-Taylor Operations Coordinator 856-810-7701 As Operations Coordinator, Alia manages the client experience at our office, and helps coordinate the work between team members. Read more Jennifer Markowski Marketing Director 856-810-7701 Jen is the Marketing Director at M Financial. She joined our firm in 2007 and is responsible for advertising, client communications, online branding, social networking and coordinating special events. Read more Scott Wark Wealth Management Sales Assistant 856-810-7701 As a Wealth Management Sales Assistant he assists advisors with comprehensive financial and investment planning, insurance and estate plans. Read more Eric Allen Paraplanner Assistant 856-810-7701 856-810-7707 Eric joined our team in 2014. As a Paraplanning Assistant he assists Scott and the advisors with insurance and estate plans, as well as investment and planning support. Read more Jessica Greaser Office Coordinator 856-810-7701 856-810-7707 Jessica joined our team in 2015 and comes to us with 8 years in the franchising industry. As the Office Coordinator, she is the first point of contact for everyone who calls and visits our office. Before joining us, she worked at... Read more Michael Young Paraplanner Assistant 856-810-7701 Michael is a Paraplanner Assistant who joined our team in 2016. He works closely with Scott and Eric to assist with financial plans, as well as provide planning research and support. Read more Have a Question? Name Email Question Thank you! Oops!