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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.