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 Ted Massaro's mission is to serve the diverse needs of self-employed, family-owned businesses and individuals working towards achieving high standards for themselves and their families. Read more Catherine B. Allen-Carlozo, CFP®, RICP® Financial Advisor 856-810-7701 Catherine earned the CERTIFIED FINANCIAL PLANNER™ Practicioner designation over 10 years ago to help ensure she is always prepared to educate and empower clients who are taking on a stronger leadership role in their lives. Read more Edward Garruto, CFP® Financial Advisor 856-810-7701 Ed believes in the value of financial planning throughout your life, especially during the retirement transition. Select "Read More" to hear more from Ed in his video. 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 T. Allen, CFP® CERTIFIED FINANCIAL PLANNER™ 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 Rachel Callahan Operations Manager 856-810-7701 Rachel joined our team in May 2018 as our Operations Manager. Rachel comes from an extensive background in banking, insurance, and financial planning. Read more Have a Question? Name Email Question Thank you! Oops!