Brett MacBain is an independent advisor with over 20 years of experience in the financial services industry. He works closely with his clients to develop and monitor their personalized financial strategy. Brett specializes in providing comprehensive, integrated financial assistance in the areas of retirement, asset management, tax planning, and estate planning.

What Brett most enjoys about his profession is the opportunity to get to know diverse people from various walks of life, and to learn about their values and priorities. He views his clients as part of an extended family, and nothing brings him more satisfaction than helping them work towards achieving a life goal or address a significant risk.

When he is not in the office, Brett spends most of his time with his wife Jennifer, and his children Lily (who designed the company logo) and Carter. Brett enjoys playing sports with his son, and watching super-hero shows with his daughter, and is a devotee of the arts, especially literature and the theatre. He is also a passionate fan of the NY Football Giants, having attended nearly every home game since he was five years old.

Brett's registrations held through LPL Financial include Uniform Securities Agent State Law (Series 63), Uniform Investment Adviser Law (Series 65), General Securities Representative (Series 7). He also holds his Life and Health insurance with New Jersey Life.

Sean has been an advisor in the financial services industry since 1996. His mission is to build client-centered, proactive relationships driven by understanding and strategic planning. He does this by focusing on identifying the unique financial and lifestyle issues of each client and creating strategies tailored to their specific needs. In all aspects of his business, he is committed to providing the highest level of service with both integrity and honesty.

Sean has a passion for helping his clients work toward financial independence by creating strategies that aim to preserve their assets and build their net worth through sound investment risk management, all pointed towards helping his clients to pursue their long and short term financial goals.  To accomplish this, Sean takes a basic four-step approach:

• Communicate with clients to understand their unique financial objectives and challenges.
• Develop a tailored plan to address each of these unique factors and communicate this plan to the client in plain language.
• Proactively implement the mutually agreed upon plan.
• Track and maintain the plan accordingly, making adjustments as needed to account for factors such as life events, changing market conditions, or anything else that life throws our way.

In his free time Sean enjoys spending time with his wife Divina and his three children Brielle, Cooper and Michelina. As a family, they are very involved in theatre and the arts.  Sean also enjoys golfing and staying active in his spare time.

Sean's registrations held through LPL Financial include Uniform Securities Agent State Law (Series 63) and the General Securities Representative (Series 7). He also holds his Life and Health insurance with New Jersey Life and he is a Certified Retirement Planning Counselor (CRPC)*.

*CRPS conferred by College for Financial Planning