Support Staff
 Ryan BensonBusiness Relationship Coordinator Phone: 973-582-1005 RBenson@FinancialPrinciples.com As the Business Relationship Coordinator, Ryan supports the Managing Partners in delivering an unparalleled level of service to clients. Overall, his role is to help streamline workflow and communication between colleagues and clients so that the advisors can assist clients in reaching their goals through the creation, execution, and administration of the most efficient and effective plans and strategies. Beginning his career as a Financial Representative at Northwestern Mutual, Ryan was an Associate at Sontag Advisory prior to joining Financial Principles, LLC. Ryan graduated from Boston College in 2006 with a B.S. in Finance. While earning his degree, he spent a semester abroad in Sydney, Australia studying at the University of New South Wales with a focus on international capital markets. As Registered Office Assistant of Securities America, Inc., Ryan holds his Series 6, 63, Life, Accident, Health, Variable Life, and Variable Annuity licenses in NY and NJ.
 JoAnne ForteOffice Manager Phone: 973-582-1019 JForte@FinancialPrinciples.com As the Office Manager, JoAnne has a wide array of responsibilities for Financial Principles including compliance, accounts payable, human resources, benefits, and licensing. She also assists the client servicing for Michael Flower. JoAnne is a graduated from Farleigh Dickenson University and brings over 10 years experience in financial services. She was a Senior Trading Liaison for RBC Capital Markets before joining Financial Principles in 2008.  Christy GregoryExecutive Assistant to Brad Bofford Phone: 973-582-1017 CGregory@FinancialPrinciples.com As the Executive Assistant for Brad Bofford, Christy provides a high level of servicing for his clients. She is also responsible for coordinating client and company events, marketing, managing the company website, media requests and public relations for the firm. Christy has a B.S. degree in Marketing and an A.S. degree in Business Administration from Johnson & Wales University. Christy joined Financial Principles in 2009; she came from a New York City based real estate investment and development firm.
 Laurie PlunkettAssistant to Brewer Cummings & Robert Giordano Phone: 973-582-1015 LPlunkett@FinancialPrinciples.com Laurie works exclusively with Robert Giordano and F. Brewer Cummings as an Administrative Assistant. In addition to client servicing, she assists Rob & Brewer in their professional affiliation with the Hanson McClain Retirement Network. Laurie coordinates and publishes monthly newsletters, educational and marketing materials, assists in the preparation of client meetings, schedules workshops and coordinates other public engagements. Laurie has a BS degree in Business Management from Trenton State College (The College of New Jersey) and has worked in both the financial and human resources industries for over fifteen years.
 Lois Jacobs Assistant to Daniel Trout & Todd WerlingPhone: 973-582-1014 LJacobs@FinancialPrinciples.com Lois Jacobs works as an Administrative Assistant for Dan Trout and Todd Werling. Lois has extensive experience in the financial services and life insurance industry before joining Financial Principles in 2006.  Learn more about our Services Offered |
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