VestGen Egg Harbor

Smart Personalized Investing

Welcome

At VestGen Egg Harbor, we are dedicated to guiding you toward financial freedom through intelligent, personalized investment strategies. Our approach is designed to align with your unique goals, values, and life story, ensuring that your financial journey is as distinctive as you are.

Smart

Today’s investor needs unlimited access to the best financial solutions available in the marketplace. VestGen offers innovative technology for client communications and information data delivery.

Personalized

We have a suite of solutions and services to help you achieve risk adjusted growth through smart, personalized investing. This process is simple, but crucial to achieving your goals.

Investing

Our strategies were developed from many years of prudent and measured research. Our obligation is to you. A smart, personalized investment approach is created for you and with you.

Our Services

We offer a comprehensive suite of services tailored to meet your individual financial needs.

Portfolio Management. We develop customized investment strategies that reflect your aspirations and risk tolerance, aiming for sustainable growth and financial security.
Direct Indexing. Our innovative direct indexing solutions provide tax-efficient, personalized investment opportunities, allowing you to align your portfolio with your specific financial objectives.
Retirement Planning. We assist you in crafting a robust retirement plan that ensures a comfortable and fulfilling future, addressing both accumulation and distribution phases.
Financial Planning. Our holistic financial planning services encompass budgeting, saving, investing, and estate planning, providing a roadmap to achieve your long-term goals.

Meet the team

Our team of seasoned professionals brings decades of experience and a commitment to your success. We work collaboratively, leveraging each member’s unique strengths to develop and reassess your financial strategy.

Sean Hanlon

Founder, Wealth Advisor, CIO VGIM

Don Williams

Executive Director, Operations

George Peller III

Executive Director, Investments

Denise Verna

Controller

Thomas J. Ericson

Director, Compliance

Dave Powell

Executive Director, Systems & Technology

Linda Lemieux

Senior Client Services Manager

Michael A. Porto

Marketing & Communications Associate

Paul Binnion

Executive Director, Business Dev (VGIM)

Carter Hatch

Business Development Associate, VGIM

Helen Lucht

Client Service Associate, VGIM

Angela Moore

Client Service Associate, VGIM

Anthony Petracci

Investment Research Associate

Craig Regan

Trading Associate

Elizabeth Marsh

Data Specialist

Jeff Patermo

Associate, Corp Real Estate & Vendor Management

Cathy Sayers

Manager, Operations

Carol-Lynn Bullock

Operations & Service Associate

Allison Reina

Operations & Service Associate

Chris Wagner

Operations & Service Associate

Karen Snyder

Operations & Service Associate

Claudette Devlin

Staff Accountant

Why Choose Us?

Fiduciary Responsibility
As a fiduciary, we are legally obligated to act in your best interests, ensuring transparency and trust in our relationship.

Innovative Technology
We leverage cutting-edge tools to enhance client communication and deliver timely, relevant information.

Experienced Team
Our advisors bring decades of experience and a deep understanding of the financial landscape to guide you effectively.

Resources

Explore our comprehensive guides designed to simplify retirement planning. From savings strategies to investment basics, our resources empower you to make informed decisions for a secure future.

Your Smart Retirement Age

10 Smart Investing Principles

Investment Goal Calculator

Top-10 Tax-Friendly Tax Havens

Contact Us Today

Your financial journey is unique, and so is our approach. Our commitment to your financial success is unwavering. Let’s build a personalized path to financial freedom together.

Egg Harbor

3393, Bargaintown Road,
Egg Harbor Township, NJ 08234
(609) 601-1200