Our Team
Douglas Roth | Co-Chairman | droth@rmrwealth.com | 201.836.2460 |
Edward Majtenyi | President | emajtenyi@rmrwealth.com | 480.922.8788 |
John Simmers | Partner | jsimmers@rmrwealth.com | 201.836.2460 x7121 |
Joseph Russo Jr. | Co-Chairman | jrusso@rmrwealth.com | 201.836.2460 |
Ryan DeGrau, AIF®, C(k)P®, CFP® | Executive Vice President | rdegrau@rmrwealth.com | 201.836.2460 x7138 |
Joshua Mondschein | Director of Corporate Solutions | jmondschein@rmrwealth.com | 212.924.4057 |
Matthew Levens | Director of Wealth Management | mlevens@rmrwealth.com | 212.946.3921 |
Steven Sergio | Director of Compliance & Operations | ssergio@rmrwealth.com | 201.836.2460 x7154 |
Stuart Simchowitz , AIF®, C(k)P®, PRP | Director of Retirement Services | ssimchowitz@rmrwealth.com | 201.836.2460 x7125 |
Tyler Whitehouse, CFP® | Director of Financial Planning | twhitehouse@rmrwealth.com | 201.836.2460 x7111 |
Charles Catapano, MBA | Financial Advisor, Retired MOS | ccatapano@rmrwealth.com | 516.314.8156 |
Christopher McCoy | Financial Advisor | cjmccoy@rmrwealth.com | 201.836.2460 x7119 |
Herb Nearly, Jr. | Financial Advisor | hnealy@rmrwealth.com | 661.303.0241 |
James Barrett | Vice President - Financial Advisor | jbarrett@rmrwealth.com | 201.836.2460 x7113 |
Jared Weber, ChFC® | Financial Advisor | jweber@rmrwealth.com | 203.635.8501 |
Jennifer Aimone -Seiler, MBA, AIF®️ | Financial Advisor | jaimone@rmrwealth.com | 201.836.2460 x7115 |
Marc Guido, CFP®️ | Wealth Advisor | mguido@rmrwealth.com | 201.836.2460 x7128 |
Michael Brennan, CFP® | Financial Advisor | mbrennan@rmrwealth.com | 732.332.0040 x13 |
Paul Puleo | Financial Advisor | ppuleo@rmrwealth.com | 561.445.4208 |
Ryan Goudie, CRPS®️, CFP®️ | Wealth Advisor | rgoudie@rmrwealth.com | 201.836.2460 x7123 |
Stephan Collaro | Financial Advisor | scollaro@rmrwealth.com | 201.836.2460 |
Gerard Viola, CPA | Financial Advisor | gviola@rmrwealth.com | 201.836.2460 |
Aster Getahun, CPA | Accountant | aster@sidneyfinkelsteinpa.com | 732.321.0010 x4 |
James M. Sosinski, CPA | Accountant | jsosinski@koenigcpa.net | 848.235.5405 |
Jodi Ehrlich, CPA | Accountant | jodie@tpgpc.com | 480.671.8214 x203 |
Michael Reedy, CPA | Financial Advisor/Accountant | mreedy@calton.com | 813.654.2995 |
Nicole Huerta | Accountant | nicolen@tpgpc.com | 480.671.8214 |
Robert Russo, CPA, CFP® | Accountant | rrusso@koenigcpa.net | 848.235.5405 |
Sidney Finkelstein | Accountant | sid@sidneyfinkelsteinpa.com | 732.321.0010 x10 |
Alyssa Cortelyou | Operations Manager | acortelyou@rmrwealth.com | 201.836.2460 x7122 |
Austin Willis | Marketing & Communication Specialist | awillis@rmrwealth.com | 201.836.2460 x7110 |
Dominic Aceto | Advisory Specialist | daceto@rmrwealth.com | 201.836.2460 x7112 |
Geraldine Habel | Administrative Assistant | dhabel@rmrwealth.com | 732.332.0040 |
John Edwards | Business Development Specialist | jedwards@rmrwealth.com | 201.836.2460 |
Michael Luis | Trading & Reporting Specialist | mluis@rmrwealth.com | 201.836.2460 x7155 |
Pamela Rice | Operations Specialist | price@rmrwealth.com | 201.836.2460 x7118 |
Savanna Egge | Office Coordinator | slegge@rmrwealth.com | 480.922.8788 x7203 |
Sharon Traynor | Manager, Benefit Services | sharon@mondschein.net | 212.924.4260 x204 |
Sierra Egge | Client Experience Manager | segge@rmrwealth.com | 480.922.8788 x7202 |
Stephen Klapka | Non-Registered Admin | sklapka@rmrwealth.com | 352.556.4834 |
Patricia Fitz | Accounting Specialist | pfitz@rmrwealth.com | 201.836.2460 x7158 |
Geraldine Martin | Office Coordinator | gmartin@rmrwealth.com | 201.836.2460 x7100 |
Douglas Roth | Co-Chairman | droth@rmrwealth.com | 201.836.2460 |
Edward Majtenyi | President | emajtenyi@rmrwealth.com | 480.922.8788 |
John Simmers | Partner | jsimmers@rmrwealth.com | 201.836.2460 x7121 |
Joseph Russo Jr. | Co-Chairman | jrusso@rmrwealth.com | 201.836.2460 |
Ryan DeGrau, AIF®, C(k)P®, CFP® | Executive Vice President | rdegrau@rmrwealth.com | 201.836.2460 x7138 |
Joshua Mondschein | Director of Corporate Solutions | jmondschein@rmrwealth.com | 212.924.4057 |
Matthew Levens | Director of Wealth Management | mlevens@rmrwealth.com | 212.946.3921 |
Stephen Manzi, CFA® | Director of Investment Management | Smanzi@rmrwealth.com | 201.836.2460 x7103 |
Steven Sergio | Director of Compliance & Operations | ssergio@rmrwealth.com | 201.836.2460 x7154 |
Stuart Simchowitz , AIF®, C(k)P®, PRP | Director of Retirement Services | ssimchowitz@rmrwealth.com | 201.836.2460 x7125 |
Tyler Whitehouse, CFP® | Director of Financial Planning | twhitehouse@rmrwealth.com | 201.836.2460 x7111 |
Charles Catapano, MBA | Financial Advisor, Retired MOS | ccatapano@rmrwealth.com | 516.314.8156 |
Christopher McCoy | Financial Advisor | cjmccoy@rmrwealth.com | 201.836.2460 x7119 |
Herb Nearly, Jr. | Financial Advisor | hnealy@rmrwealth.com | 661.303.0241 |
James Barrett | Vice President - Financial Advisor | jbarrett@rmrwealth.com | 201.836.2460 x7113 |
Jared Weber, ChFC® | Financial Advisor | jweber@rmrwealth.com | 203.635.8501 |
Jennifer Aimone-Seiler, MBA, AIF®️ | Financial Advisor | jaimone@rmrwealth.com | 201.836.2460 x7115 |
Marc Guido, CFP® | Wealth Advisor | mguido@rmrwealth.com | 201.836.2460 x7128 |
Michael Brennan, CFP® | Financial Advisor | mbrennan@rmrwealth.com | 732.332.0040 x13 |
Paul Puleo | Financial Advisor | ppuleo@rmrwealth.com | 561.445.4208 |
Ryan Goudie, CRPS®️, CFP®️ | Wealth Advisor | rgoudie@rmrwealth.com | 201.836.2460 x7123 |
Stephan Collaro | Financial Advisor | scollaro@rmrwealth.com | 201.836.2460 |
Aster Getahun, CPA | Accountant | aster@sidneyfinkelsteinpa.com | 732.321.0010 x4 |
Gerard Viola, CPA | Accountant | jerry@violacpa.com | 973.857.8966 |
James M. Sosinski, CPA | Accountant | jsosinski@koenigcpa.net | 848.235.5405 |
Jodi Ehrlich, CPA | Accountant | jodie@tpgpc.com | 480.671.8214 x203 |
Michael Reedy, CPA | Financial Advisor/Accountant | mreedy@calton.com | 813.654.2995 |
Nicole Huerta | Accountant | nicolen@tpgpc.com | 480.671.8214 |
Robert Russo, CPA, CFP® | Accountant | rrusso@koenigcpa.net | 848.235.5405 |
Sidney Finkelstein | Accountant | sid@sidneyfinkelsteinpa.com | 732.321.0010 x10 |
Alyssa Cortelyou | Operations Manager | acortelyou@rmrwealth.com | 201.836.2460 x7122 |
Austin Willis | Marketing & Communication Specialist | awillis@rmrwealth.com | 201.836.2460 x7110 |
Dominic Aceto | Advisory Specialist | daceto@rmrwealth.com | 201.836.2460 x7112 |
Geraldine Habel | Administrative Assistant | dhabel@rmrwealth.com | 732.332.0040 |
Geraldine Martin | Office Coordinator | gmartin@rmrwealth.com | 201.836.2460 x7100 |
John Edwards | Business Development Specialist | jedwards@rmrwealth.com | 201.836.2460 |
Michael Luis | Trading & Reporting Specialist | mluis@rmrwealth.com | 201.836.2460 x7155 |
Pamela Rice | Operations Specialist | price@rmrwealth.com | 201.836.2460 x7118 |
Patricia Fitz | Accounting Specialist | pfitz@rmrwealth.com | 201.836.2460 x7158 |
Savanna Egge | Office Coordinator | slegge@rmrwealth.com | 480.922.8788 x7203 |
Sharon Traynor | Manager, Benefit Services | sharon@mondschein.net | 212.924.4260 x204 |
Sierra Egge | Client Experience Manager | segge@rmrwealth.com | 480.922.8788 x7202 |
Stephen Klapka | Non-Registered Admin | sklapka@rmrwealth.com | 352.556.4834 |
Our Team


Douglas Roth
Co-Chairman
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


Joseph James Russo, Jr.
Co-Chairman
Joseph is a Registered Principal with Calton & Associates, Inc. and is extremely active and takes great pride in working with the firm’s clients and financial advisors. He is instrumental in building and managing relationships with the numerous strategic partners, centers of influence, and network groups that are affiliated with the firm.
Joseph is actively involved with a significant number of charities, service organizations, foundations and institutions of higher learning throughout the nation.
Our Team


Edward Majtenyi
President
Edward Majtenyi is an Independent advisor who leads an experienced team of various financial professionals that work with each client to develop strategies and recommend personalized solutions designed to accumulate, protect and transfer wealth. The approach is flexible and accommodates each client’s unique situation. Edward and his team will analyze and evaluate the financial and personal information each client provides and match the client’s objectives with investment strategies. Using these strategies, the team will develop customized solutions tailored to the client’s goals and objectives, drawing from a wide selection of non-proprietary products and services.
Qualifications
In order to give financial advice, advisors must have professional qualifications and follow strict financial industry rules. In 1977 Edward graduated from St. Johns University with Bachelor of Science Degree. He has been securities registered since 1983 and registrations include Series 6, Series 7, Series 22, Series 24, Series 52, Series 53 and Series 63.
History
RMR Wealth Builders, Inc. was established on August 1st, 1986 by Edward Majtenyi and three other founding partners. The founding partners started the firm with the vision and belief of putting the client first and creating meaningful and valuable relationships on all levels. This meant treating clients with a high level of respect, providing quality service, and strictly adhering to fiduciary standards.
Our Team


John Simmers
Partner
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


Ryan DeGrau
Executive Vice President
Ryan DeGrau serves as the firms Executive Vice President of RMR Wealth Builders, Inc. Ryan’s main function is to support RMR Wealth Builders, Inc and its advisors in planning, investments, operations, compliance, business development, transitions, and practice management. Through an extensive understanding of technology and efficiencies Ryan has selected, structured, and supervised all RMR’s software, systems, and procedures. Ryan is also an Investment Advisor Representative specializing in comprehensive financial services for the firm’s clients offering portfolio management, financial planning, insurance, and consulting services. The firm’s clientele is diverse containing individuals, families, retirees, business owners, and retirement plans.
Qualifications
Ryan earned the AIF® Designation from the Center for Fiduciary Studies in 2013. The AIF® Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Ryan also earned the C(k)P® Designation through The Retirement Advisor University in conjunction with the Andersen School of Business and Executive Management at the University of California at Los Angeles (UCLA). The C(k)P® Certified 401(k) Professional Designation represents a combination of substantial practical retirement plan management experience, and the completion of a comprehensive and highly specialized educational program.
Ryan was named one of the “Top 50 Advisors Under 40” for 2015 by The National Association of Plan Advisors, an industry recognition that is Ryan DeGrau, AIF®, C(k)P® Executive Vice President of RMR Wealth Builders, Inc. Registered Principal representative of the next generation of leaders in the corporate retirement planning industry.
Ryan joined RMR Wealth Builders, Inc. in December 2007. He attended Loyola University in Maryland, where he attained a BBA with a concentration in Finance. Through Calton & Associates, Inc. Ryan currently holds Series 7, 66, 53, and 24 registrations as well as Life, Health, and Accident Insurance Licenses.
History
RMR Wealth Builders, Inc. was established on August 1st, 1986 by four founding partners. The founding partners started the firm with the vision and belief of putting the client first and creating meaningful and valuable relationships on all levels. This meant treating clients with a high level of respect, providing quality service, and strictly adhering to fiduciary standards.
Our Team


Tyler Whitehouse
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


Joshua Mondschein
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


Stuart Simchowitz
Stuart Simchowitz is currently the Director of Retirement Plan Services & Practice Leader for RMR Wealth Builders, Inc. where he heads a dedicated team of three other advisors and four staff to support consulting and advice to over 150 qualified retirement plans and over $300 million in plan assets.
Qualifications
Stuart takes the practice of ERISA as a specialty very seriously and believing firmly in the empowerment of knowledge, education and experience has a number of leading industry designations such as the C(k)P through The Retirement Advisor University in conjunction with the Andersen School of Business and Executive Management at the University of California at Los Angeles (UCLA). As a Plan Sponsor Retirement Professional (PRP) in addition Stuart is an Accredited Investment Fiduciary (AIF).
History
From July 2002 through August 2007, Stuart moved his employee benefit consulting practice to Avenir Equity LLC, a National Retirement Partners (NRP) branch as Senior Managing Director. Under his watch Avenir became the first super regional office of NRP, a multi-skill set consulting practice designed to provide a full range of integrated services to plan sponsors. While Stuart maintained Sammax Consultants, Ltd. during this period, he returned to private practice after the sale of Avenir in September 2007 to NRP.
Since 2007 Stuart has been back at the helm of Sammax Consultants and now the RMR retirement plan team serving a diverse group of small to mid-sized domestic and international clients with employee benefit solutions.
RMR Wealth Builders, Inc. was established on August 1st, 1986 by four founding partners. The founding partners started the firm with the vision and belief of putting the client first and creating meaningful and valuable relationships on all levels. This meant treating clients with a high level of respect, providing quality service, and strictly adhering to fiduciary standards.
Our Team


James Barrett
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


Michael Brennan
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


Christopher McCoy
Financial Advisor
Value Statement Christopher J. McCoy is a financial advisor who leads an experienced team of financial professionals. Christopher and his team work with each client to develop strategies and recommend personalized solutions designed to accumulate, protect and transfer wealth. The approach is flexible and accommodates each client’s unique situation. Christopher and his team will analyze and evaluate the financial and personal information each client provides and match the client’s objectives with investment strategies. Using these strategies, the team will develop customized solutions tailored to the client’s goals and objectives, drawing from a wide selection of products and services.
Christopher is a member of the Fairfield Connecticut Parks & Recreation Commission and Fairfield Chamber of Commerce. He is also active in the Holy Cross Alumni Club of Greater New York City.
Qualifications
Christopher is a 1999 graduate of the College of the Holy Cross, with a degree in Economics. He has been a Financial Advisor for 15 years, specializing in financial planning, retirement planning, college funding, and insurance. His registrations include Health and Life insurance, Series 7, Series 63, and Series 65.
History
RMR Wealth Builders, Inc. was established on August 1st, 1986 by our four founding partners. The founding partners started the firm with the vision and belief of putting the client first and creating meaningful and valuable relationships on all levels. This meant treating clients with a high level of respect, providing quality service, and strictly adhering to fiduciary standards.
Our Team


Matthew Levens
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


James Kompany
Executive Vice President
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


Jennifer Aimone
Advisory Specialist
As the advisory specialist Jennifer has both front and back office responsibilities. Jennifer acts as a resource for advisors and client that are using the advisory platform. Jennifer is also a member of the investment team. Jennifer assists the Investment Team Chairman in researching and making investment decisions in portfolios of securities.
Qualifications
Jennifer graduated from Marist College. Jennifer earned the AIF® Designation from the Center for Fiduciary Studies in 2013. The AIF Designation certifies she has specialized knowledge of fiduciary standards of care and their application to the investment management process.
Our Team


Paul Puleo
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


Jeanne Brown
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


Stephan Collaro
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


John Tejcek
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


Steven Sergio
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


Michael Luis
Trading/ Reporting Specialist
As the Trading/ Reporting specialist Michael is a key member of the operations and investment teams Supporting trade processes, data management, client reporting and portfolio management functions. Michael works closely with the Investment team and RMR’s advisors.
Qualifications
Michael Luis graduated from Rutgers University. Michael holds the Series 7, Series 66, life insurance and health insurance license. Michael is currently a CFA Level I Candidate.
Our Team


Alyssa Cortelyou
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


Gabriela Acosta
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


Sierra Egge
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


Jacob Whalley
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


Shahad Mansour
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Our Team


Pamela Pemberthy
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
AN EXCEPTIONAL LEADER

Stuart R. Miller (1936-2013)
Stuart served tirelessly as the President of RMR Wealth for 26 years. He was an exceptional leader, mentor and friend to the members of our team. Stuart was the patriarch of the RMR family and was respected for his exceptional talent and skill, as well as for his kind and compassionate demeanor. Stuart maintained long-term relationships with his clients to help them achieve their objectives. During his illustrious career, he worked with fiduciaries of endowments, not-for-profit organizations, and private trusts to establish clear and concise goals for investment and spending policies. Once goals were established, he constructed an Investment Policy Statement together with the Fiduciary to optimize the investment mix to enable the organization to achieve its goals. Stuart’s diligent ongoing monitoring of the Investment Policy Statement and evaluation of Money Managers was crucial to the success of his efficient Money Management process. Stuart was a member of the Financial Planning Association (FPA), a charter member of the National Association of Renaissance Advisors as well as a Renaissance Inc. Advisor. He held a Masters Degree from New York University and a Bachelors degree from Clark University.
Find a Financial Advisor
- Adam Hunt, CFP®
- Alec Majtenyi, CFP®
- Alyssa Cortelyou, CFP®
- Anthony Fanara
- Aster Getahun, CPA
- Austin Willis
- Charles Catapano, MBA
- Christopher Hacker
- Christopher McCoy
- Dennis Karpenko
- Dominic Aceto, CFP®
- Douglas Roth
- Edward Majtenyi
- Gary Mannuzza, CPA
- Geraldine Habel
- Geraldine Martin
- Gerard Viola, CPA
- Herb Nearly, Jr.
- James Barrett, CAS®, CFS®, CFF®
- James M. Sosinski, CPA
- Jared Weber, ChFC®
- Jennifer Aimone-Seiler, MBA, AIF®
- Jodi Ehrlich, CPA
- John Simmers
- John Edwards
- Joseph James Russo, Jr.
- Joshua Mondschein
- Marc Guido, CFP®
- Martin Eisenstein
- Matthew Levens
- Michael Brennan, CFP®
- Michael Reedy
- Michael Luis
- Nicholas Cooper
- Nick LaVerghetta
- Nicole Huerta
- Pamela Rice
- Paul Puleo
- Robert Russo, CPA, CFP®
- Ryan DeGrau, AIF®, C(k)P®, CFP®
- Ryan Goudie, CRPS®, CFP®
- Savana Egge
- Sean Czepiel
- Sharon Traynor
- Sidney Finkelstein
- Sierra Egge
- Stephan Collaro
- Stephen Klapka
- Steven Sergio
- Stuart R. Miller (1936-2013)
- Stuart Simchowitz , AIF®, C(k)P®, PRP
- Tim Schaffer
- Tyler F. Whitehouse, CFP®, CAP®


