Broker Check

Our Team

Douglas RothCo-Chairmandroth@rmrwealth.com201.836.2460
Edward MajtenyiPresidentemajtenyi@rmrwealth.com480.922.8788
John SimmersPartner jsimmers@rmrwealth.com201.836.2460 x7121
Joseph Russo Jr.Co-Chairmanjrusso@rmrwealth.com201.836.2460
Ryan DeGrau, AIF®, C(k)P®, CFP®Executive Vice Presidentrdegrau@rmrwealth.com201.836.2460 x7138
Joshua MondscheinDirector of Corporate Solutionsjmondschein@rmrwealth.com212.924.4057
Matthew LevensDirector of Wealth Managementmlevens@rmrwealth.com212.946.3921




Steven SergioDirector of Compliance & Operationsssergio@rmrwealth.com201.836.2460 x7154
Stuart Simchowitz , AIF®, C(k)P®, PRPDirector of Retirement Servicesssimchowitz@rmrwealth.com201.836.2460 x7125
Tyler Whitehouse, CFP®Director of Financial Planningtwhitehouse@rmrwealth.com201.836.2460 x7111
Charles Catapano, MBAFinancial Advisor, Retired MOSccatapano@rmrwealth.com516.314.8156
Christopher McCoyFinancial Advisorcjmccoy@rmrwealth.com201.836.2460 x7119
Herb Nearly, Jr.Financial Advisorhnealy@rmrwealth.com661.303.0241
James BarrettVice President - Financial Advisorjbarrett@rmrwealth.com201.836.2460 x7113
Jared Weber, ChFC®Financial Advisorjweber@rmrwealth.com203.635.8501
Jennifer Aimone -Seiler, MBA, AIF®️Financial Advisorjaimone@rmrwealth.com201.836.2460 x7115
Marc Guido, CFP®️Wealth Advisormguido@rmrwealth.com201.836.2460 x7128
Michael Brennan, CFP®Financial Advisormbrennan@rmrwealth.com732.332.0040 x13
Paul PuleoFinancial Advisorppuleo@rmrwealth.com561.445.4208
Ryan Goudie, CRPS®️, CFP®️Wealth Advisorrgoudie@rmrwealth.com201.836.2460 x7123
Stephan CollaroFinancial Advisorscollaro@rmrwealth.com

201.836.2460

Gerard Viola, CPAFinancial Advisorgviola@rmrwealth.com201.836.2460
Aster Getahun, CPAAccountantaster@sidneyfinkelsteinpa.com732.321.0010 x4
James M. Sosinski, CPAAccountantjsosinski@koenigcpa.net848.235.5405
Jodi Ehrlich, CPAAccountantjodie@tpgpc.com480.671.8214 x203
Michael Reedy, CPAFinancial Advisor/Accountantmreedy@calton.com813.654.2995
Nicole HuertaAccountantnicolen@tpgpc.com480.671.8214
Robert Russo, CPA, CFP®Accountantrrusso@koenigcpa.net848.235.5405
Sidney FinkelsteinAccountant sid@sidneyfinkelsteinpa.com732.321.0010 x10
Alyssa CortelyouOperations Manageracortelyou@rmrwealth.com201.836.2460 x7122
Austin WillisMarketing & Communication Specialistawillis@rmrwealth.com201.836.2460 x7110
Dominic AcetoAdvisory Specialistdaceto@rmrwealth.com201.836.2460 x7112
Geraldine HabelAdministrative Assistantdhabel@rmrwealth.com732.332.0040
John EdwardsBusiness Development Specialistjedwards@rmrwealth.com201.836.2460
Michael LuisTrading & Reporting Specialistmluis@rmrwealth.com201.836.2460 x7155
Pamela RiceOperations Specialistprice@rmrwealth.com201.836.2460 x7118
Savanna EggeOffice Coordinatorslegge@rmrwealth.com480.922.8788 x7203
Sharon TraynorManager, Benefit Servicessharon@mondschein.net212.924.4260 x204
Sierra EggeClient Experience Managersegge@rmrwealth.com480.922.8788 x7202
Stephen KlapkaNon-Registered Adminsklapka@rmrwealth.com352.556.4834
Patricia FitzAccounting Specialistpfitz@rmrwealth.com201.836.2460 x7158
Geraldine MartinOffice Coordinatorgmartin@rmrwealth.com201.836.2460 x7100
Co-Chairmandroth@rmrwealth.com201.836.2460
Presidentemajtenyi@rmrwealth.com480.922.8788
John SimmersPartnerjsimmers@rmrwealth.com201.836.2460 x7121
Co-Chairmanjrusso@rmrwealth.com201.836.2460
Executive Vice Presidentrdegrau@rmrwealth.com201.836.2460 x7138
Joshua MondscheinDirector of Corporate Solutionsjmondschein@rmrwealth.com212.924.4057
Matthew LevensDirector of Wealth Managementmlevens@rmrwealth.com212.946.3921
Stephen Manzi, CFA®Director of Investment ManagementSmanzi@rmrwealth.com201.836.2460 x7103
Steven SergioDirector of Compliance & Operationsssergio@rmrwealth.com201.836.2460 x7154
Director of Retirement Servicesssimchowitz@rmrwealth.com201.836.2460 x7125
Tyler Whitehouse, CFP®Director of Financial Planningtwhitehouse@rmrwealth.com201.836.2460 x7111
Charles Catapano, MBAFinancial Advisor, Retired MOSccatapano@rmrwealth.com516.314.8156
Christopher McCoyFinancial Advisorcjmccoy@rmrwealth.com201.836.2460 x7119
Herb Nearly, Jr.Financial Advisorhnealy@rmrwealth.com661.303.0241
James BarrettVice President - Financial Advisorjbarrett@rmrwealth.com201.836.2460 x7113
Financial Advisorjweber@rmrwealth.com203.635.8501
Jennifer Aimone-Seiler, MBA, AIF®️Financial Advisorjaimone@rmrwealth.com201.836.2460 x7115
Marc Guido, CFP®Wealth Advisormguido@rmrwealth.com201.836.2460 x7128
Michael Brennan, CFP®Financial Advisormbrennan@rmrwealth.com732.332.0040 x13
Financial Advisorppuleo@rmrwealth.com561.445.4208
Ryan Goudie, CRPS®️, CFP®️Wealth Advisorrgoudie@rmrwealth.com201.836.2460 x7123
Stephan CollaroFinancial Advisorscollaro@rmrwealth.com201.836.2460
Aster Getahun, CPAAccountantaster@sidneyfinkelsteinpa.com732.321.0010 x4
Gerard Viola, CPAAccountantjerry@violacpa.com973.857.8966
James M. Sosinski, CPAAccountantjsosinski@koenigcpa.net848.235.5405
Jodi Ehrlich, CPAAccountantjodie@tpgpc.com480.671.8214 x203
Michael Reedy, CPAFinancial Advisor/Accountantmreedy@calton.com813.654.2995
Nicole HuertaAccountantnicolen@tpgpc.com480.671.8214
Robert Russo, CPA, CFP®Accountantrrusso@koenigcpa.net848.235.5405
Sidney FinkelsteinAccountantsid@sidneyfinkelsteinpa.com732.321.0010 x10
Alyssa CortelyouOperations Manageracortelyou@rmrwealth.com201.836.2460 x7122
Austin WillisMarketing & Communication Specialistawillis@rmrwealth.com201.836.2460 x7110
Dominic AcetoAdvisory Specialistdaceto@rmrwealth.com201.836.2460 x7112
Geraldine HabelAdministrative Assistantdhabel@rmrwealth.com732.332.0040
Geraldine MartinOffice Coordinatorgmartin@rmrwealth.com201.836.2460 x7100
John EdwardsBusiness Development Specialistjedwards@rmrwealth.com201.836.2460
Michael LuisTrading & Reporting Specialistmluis@rmrwealth.com201.836.2460 x7155
Pamela RiceOperations Specialistprice@rmrwealth.com201.836.2460 x7118
Patricia FitzAccounting Specialistpfitz@rmrwealth.com201.836.2460 x7158
Savanna EggeOffice Coordinatorslegge@rmrwealth.com480.922.8788 x7203
Sharon TraynorManager, Benefit Servicessharon@mondschein.net212.924.4260 x204
Sierra EggeClient Experience Managersegge@rmrwealth.com480.922.8788 x7202
Stephen KlapkaNon-Registered Adminsklapka@rmrwealth.com352.556.4834

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.

Stuart Miller

Stuart R. Miller (1936-2013)

President (1986-2013)

Steven  Sergio

Steven Sergio

Director of Compliance & Operations

201.836.2460 x7154

Austin Willis

Austin Willis

Marketing & Communications Specialist

201.836.2460 x7110

John Edwards

Business Development Specialist

201.836.2460

Michael  Luis

Michael Luis

Business Operations & Investments Manager

201.836.2460 x7155

Christopher Hacker

Christopher Hacker

Vice President, Retirement Plan Advisor

480.922.8788 x7259

Dominick Lombardi

Dominick Lombardi

Vice President, Wealth Advisor

Nicholas Cooper

Nicholas Cooper

Retirement Plan & Insurance Specialist

Sean Sokolowski

Sean Sokolowski

Vice President, Wealth Advisor