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.

Danielle Conroy

Executive Assistant

(401) 440-5568

danielle@myTurningPointe.com

I earned my BA in Justice Studies, with a concentration in Justice Systems, from Montclair State University in 2006. Initially, I worked in social work before transitioning to the role of a military wife and a stay-at-home mom. During...

Danielle Garcia

Executive Assistant

danielle.garcia@myturningpointe.com

Dina Lapetina

Executive Assistant

dina@myturningpointe.com

Jade Darragh

Executive Assistant

Jade.darragh@myturningpointe.com

Joe Ferrara, CRES

Financial Advisor of GWN Securities, Inc.

(617) 237-9900

joe@myTurningPointe.com

For me, financial planning is like solving a puzzle. I take immense satisfaction in helping people put together the pieces of their financial picture. My interest in finance was sparked by my older cousin who traveled the world in the...

Matt Monahan, CRES

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...

Sara Scholl, CFP^®, CRES

Firm Owner

(201) 221-9771

sara@myTurningPointe.com

I have a passion for building – whether it's enhancing our company's efficiency and client-friendliness or helping clients construct their financial futures. There's a unique satisfaction I derive when a financial plan falls into place...

Sara Thibodeau

Executive Assistant

(800) 310-0882

sara.thibodeau@myTurningpointe.com

I graduated with honors and earned my BBA from Seton Hall University in 2001. Following this, I moved to West Palm Beach, FL, to kick-start my career in marketing. However, after spending about two and a half years there, I felt the...

Yolanda Broome

Executive Assistant

(727)-600-0075

yolanda@myTurningPointe.com