Broker Check

Team

The M Financial Planning Services team believes it is imperative to provide impartial 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, one of the leading financial services companies and the nation’s largest independent broker/dealer.* LPL Financial offers us a comprehensive array of tools, resources and technology which enables us to provide you with objective financial guidance at every stage of life.

* 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.

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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.

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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.

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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.
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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.
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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.
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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.
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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...
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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.
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