Team

David Bailin AIF®, ChFC®, CLU®, CLTC®

Financial Advisor

(609) 586-9308

(609) 586-9316

david.bailin@personalwealthstrategies.com

Justin Rice, CFP®, CSLP®

Financial Advisor

(609) 586-9308

(609) 586-9316

justin.rice@personalwealthstrategies.com

Nancy Bailin

Director, Operations

609-586-9308

nancy.bailin@personalwealthstrategies.com

Denise Walker

Registered Operations Manager

(609) 586-9308

(609) 586-9316

Denise.Walker@personalwealthstrategies.com

Diane Moscatello

Registered Client Service Associate

(609) 586-9308

(609) 586-9316

Diane.Moscatello@personalwealthstrategies.com

Ian Mindas

Registered Client Service Associate

(609) 586-9308

(609) 586-9316

Ian.Mindas@personalwealthstrategies.com

Jeff Artherholt, CFP®

Financial Advisor

732-978-1200

jeff@personalwealthstrategies.com

Steven Curry, CFP®

Financial Advisor

732-978-1200

(732) 945-3783

steve@personalwealthstrategies.com

Vincent O'Brien, CLU®

Financial Advisor

732-978-1200

(732) 945-3783

vince@personalwealthstrategies.com

Courtney Linstra

Registered Assistant

732-978-1200

(732) 945-3783

courtney@personalwealthstrategies.com

William Berg, CFP®

Financial Advisor

(732) 978-1200

(732) 945-3783

William@personalwealthstrategies.com

Ed Schuler, Jr. ChFC®

Financial Advisor

732-597-7373

ed.schuler@personalwealthstrategies.com

Denise LaGala

Client Relations Coordinator

732-597-7373

denise.lagala@personalwealthstrategies.com