Broker Check

Team

At my firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

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?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

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 ®

Partner

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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