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 ®

Firm Owner - Financial Planner

(201) 221-9771

sara@myTurningPointe.com

Sara Scholl, CFP®, CRES is the founder of Turning Pointe Financial, LLC., a Basking Ridge, New Jersey financial planning company whose mission is to teach individuals and couples the art of managing their finances...

Matt Monahan

Financial Advisor of GWN Securities, Inc.

(201) 602-0410

matt@myTurningPointe.com

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...

Laura Siegel

Office Manager

(973) 201-3800

laura@myTurningPointe.com

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...

Kristen Scanlan

Operations Coordinator

(973) 201-3800

kristen@myTurningPointe.com

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...

Danielle Conroy

Operations Coordinator

401-440-5568

danielle@myturningpointe.com

Danielle received a BA in Justice Studies with a concentration in Justice Systems from Montclair State University in 2006. She worked in social work before becoming a military wife and stay-at-home mom. During her husband’s...