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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. Brian is a senior member of the MJP Wealth Advisors'...

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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 30 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 the Vice President of Marketing and Advisory Services and has been with MJP Wealth Advisors since 2006. Michele manages the firm's strategic operations, as well as its marketing initiatives. She is responsible for...

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Michael Stamos is a Wealth Advisor at MJP Wealth Advisors and has been with the firm since 2015. Michael works closely with our wealth advisory team and provides a comprehensive approach to our clients’ financial planning and...

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Roxanne A. Rekas

Manager, Client Services

860-677-7755

860-674-9336

Roxanne Rekas is the Manager of Client Services and has been with MJP Wealth Advisors for more than 30 years. As Manager of Client Services, Roxanne directs the Client Services Team and provides individualized service and support to...

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Joy N. Simao

Manager, Operations

860-677-7755

860-674-9336

Joy Simao is the Manager of Operations and has been with MJP Wealth Advisors since 2009. She is a senior member of our Client Services Team and oversees the day-to-day client service processes relating to our investment and insurance...

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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 25 years. She manages the company's financial reporting and accounting practices. In addition, Janet is responsible for maintaining...

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Jared M. Needelman

Client Services Associate

860-677-7755

860-674-9336

Jared Needelman is a Client Services Associate at MJP Wealth Advisors and has been with the firm since 2013. Jared guides clients through the onboarding process, manages client inquiries, and assists with client review preparation. He...

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Liz M. Pelkey

Client Services Associate

860-677-7755

860-674-9336

Liz Pelkey is a Client Services Associate at MJP Wealth Advisors and has been with the firm since 2015. Liz guides clients through the onboarding process, manages client inquiries, and maintains ongoing communication between our...

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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 Wealth Advisors since 2008. He is the President of SEG Wealth Advisory Corporation and an agent of American Business, Inc. and Crystal & Company....

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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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