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Team

 

Brian H. Vendig, CPA

President and Managing Executive

860-677-7755

860-674-9336

Brian Vendig is the President and Managing Executive of MJP Wealth Advisors. He is responsible for managing all aspects of the firm’s strategic development and operations. He also serves on the Investment Committee to develop and...

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Mort Potoff established MJP Associates in 1981 and has over 40 years of experience in the investment and insurance industries. He is a Certified Financial PlannerTM and provides comprehensive wealth management and financial planning...

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Richard D Hammond, Jr., CFP®

Senior Vice President, Financial Planning and Investment Research

860-677-7755

860-674-9336

Rick Hammond heads our financial planning and investment research team and has been with MJP Wealth Advisors since 1994. He is a Certified Financial PlannerTM with over 25 years of experience in tax and financial planning in the...

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Michele A. Vendig

Vice President, Marketing and Advisory Services

860-677-7755

860-674-9336

Michele Vendig is our Vice President of Marketing and Advisory Services. She is a Financial Advisor and works closely with our corporate clients, providing guidance for their retirement plan needs. Michele is also responsible for the...

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Michael A. Stamos, MBA

Wealth Advisor

Michael Stamos joined MJP as a Financial Advisor. Michael works closely with our wealth advisory team and provides a comprehensive approach to our clients’ financial planning and portfolio management needs. Michael is a Registered...

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Roxanne A. Rekas

Manager, Client Services

860-677-7755

860-674-9336

Roxanne Rekas has been with MJP Wealth Advisors for more than 30 years. As Manager of Client Services, Roxanne has established a personal relationship with many of our clients. She directs the Client Services Team and provides...

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Joy N. Simao

Manager, Operations

860-677-7755

860-674-9336

Joy Simao is our Manager of Operations. She is a senior member of our Client Services Team and oversees the day-to-day administrative activities relating to our investment and insurance business. Joy is responsible for transitioning...

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Janet E. Paradis

Manager, Finance and Accounting

860-677-7755

860-674-9336

Janet Paradis is our Manager of Finance and Accounting and has been with MJP Wealth Advisors for over 20 years. She is responsible for the firm’s accounting and financial reporting. In addition, Janet handles the company payroll...

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Jared M. Needelman

Client Service Associate

860-677-7755

860-674-9336

Jared Needelman is our Client Service Associate and is a key member of our Client Services Team. He handles onboarding new clients, portfolio administration and client review preparation. Jared also provides technical support for...

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Liz Pelkey recently joined MJP as a Client Service Associate. Liz works closely with Roxanne, Joy and Jared to provide exceptional service and support to our new and existing clients. Prior to joining MJP, Liz worked at St. Germain...

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Bob Eilers is an Investment Advisor Representative and an associate of MJP Wealth Advisors. He is a Senior Vice President at Brown & Brown Insurance. Bob is a registered representative of Royal Alliance Associates, Inc. and holds the...

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Steven Glick is an Investment Advisor Representative and has been associated with MJP Associates, Inc. since 2008. He is the President of SEG Wealth Advisory Corporation and an agent of American Business, Inc. Steve is a Certified...

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Ted Kaplan is an Investment Advisor Representative and an associate of MJP Associates, Inc. He is also the President of Kaplan Insurance Group, LLC. Ted is a registered representative of Royal Alliance Associates, Inc. and holds the...

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Robert A. Levitt, CLU, ChFC®

Financial Advisor

Bob Levitt is an Investment Advisor Representative and has been associated with MJP Wealth Advisors since the mid-1980s. He heads his own financial and estate planning practice, Levitt Financial, located in the Mid-Hudson Valley of New...

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