Anthony LoCascio

Anthony LoCascio is a CERTIFIED FINANCIAL PLANNERTM professional with over 35 years of experience, specializing in taxes and retirement income planning. Anthony is an Enrolled Agent with the IRS. A noted author, in 2001 Mr. LoCascio appeared on NBC, Fox News and CNBC. He has been quoted in the The New York Post, Readers Digest, The New York Times and in 1998 hosted "Who Stole the American Dream" television show.

He was nominated to Worth Magazine as one of the top financial advisors in America in 1998. Anthony is a member of the American Society of Tax Problem Solvers and was the host of the radio show "Make Your Money Work" from 2009 to 2015.

Elizabeth Hogan

Beth holds a Series 6 registration and is the Senior Administrator. She has worked with Anthony for over 16 years benefiting from his tutelage. She handles Client Relations, Client Services, Scheduling, Annual Review Reports, Life and Long-Term Care Insurance Research and Analysis. Beth also assists in Investment Portfolios, Bookkeeping and Office Management.

Beth received her Bachelor's Degree from Glassboro State College.

Susan Motta

Susan holds a Series 6 registration and is the Executive and Financial Planning Assistant. She obtained the Registered ParaplannerSM designation through the College of Financial Planning. Susan has worked with Anthony for over 18 years, gaining extensive and diversified experience in executive assistance and customer service. She is Anthony's Client Services Manager and assists with Investment Portfolio management and service.

Susan received her Bachelor's Degree from Montclair State College.