Meet Our Staff
Stew Jaffe
Retirement & Estate
Planning Specialist
Stew is the Advisor for this office and works closely with clients to develop individualized plans and programs that satisfy important life needs. His qualifications include:
- Registered Investment Advisor Representative in Pennsylvania and New Jersey (FINRA Series 65)
- Registered to sell Mutual Funds & Variable Contracts in Pennsylvania and New Jersey (FINRA Series 6 & 63)
- Life, Health & Long-Term Care Insurance Licensed in Pennsylvania and New Jersey
- Master of Business Administration degree with a concentration in Finance from The Wharton School at the University of Pennsylvania in Philadelphia, PA
- Bachelor of Science degree with a major in Chemical Engineering from Cornell University in Ithaca, NY
Patty Jaffe
Office Manager
Patty manages our office and keeps it running efficiently and seamlessly. She is often the first point of contact for clients and will assist them in any way she possibly can. Her qualifications include:
- Executive Assistant to the Vice President at a leading Fortune 20 company
- A firm commitment to client service excellence
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