Broker Check

Team

Our proven planning strategies help our clients reach their goals, whether their goals are personal, business-related or a combination of both. We listen carefully and ask appropriate questions to completely understand the family, estate, group benefit and investment issues involved. In this way, we are able to recognize each person or company’s unique situation and apply solutions to meet their needs.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

The advisors at Turning Pointe Financial have served the unique needs of New Jersey area families and businesses. We invite you to explore our web site and contact us to learn more about how we can help you.

Sara Scholl, CFP ®

Founding Partner

(201) 221-9771

[email protected]

Beginning her financial services career more than 10 years ago, Sara has the experience, knowledge and skills to provide individuals, families, organizations and businesses with assistance in building their financial strategy.

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Lauren Ragsdale, CFP ®

Advisor

973-534-3673

973-201-3800

[email protected]

Lauren has helped investors enhance their financial independence since 2006. Her diversity of experience provides clients with a rare advantage in pursuing their objectives.

 

 

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Laura Siegel

Office Manager

(973) 200-5052

(973) 201-3800

[email protected]

Laura has worked as Sara’s personal assistant since August 2015, starting at MetLife and then joining Sara at Turning Pointe Financial. Laura has a degree in Computer Science from Rutgers University and began her career at AT&T...

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Kristen Scanlan

Administrative Coordinator

973-206-8234

973-201-3800

[email protected]

After graduating with honors from the University of the Arts in 2013, Kristen began her career as a freelance illustrator. It quickly became clear to her that she would need a “real” job while pursuing her artistic pursuits...

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Matt Monahan

Financial Advisor

(201) 602-0410

[email protected]

Matt's zeal for finance began at a young age. As a teenager he gained experience through employment at a local accountant’s office and by investing in his own personal portfolio. Throughout his career Matt has developed a passion...
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