Brian Vendig, CPA, AIF®, President and Managing Executive of MJP Wealth Advisors, is responsible for managing all aspects of the firm’s strategic development and operations. He is a member of the MJP Wealth Advisors Investment Committee, which develops the firm’s investment strategies and portfolios.

Morton Potoff, CFP® established MJP Associates, Inc. (now MJP Wealth Advisors) in 1981 with the vision of providing creative, personal, and effective financial strategies to his clients. His holistic approach to wealth management and financial planning has defined MJP for more than 40 years.

Richard Hammond, Senior Vice President of Financial Planning and Investment Research, has been with MJP Wealth Advisors since 1994, bringing a service-oriented mindset and technical knowledge to the MJP team. He is a CERTIFIED FINANCIAL PLANNER™ with more than 30 years of experience in tax and financial planning in the investment and banking industries.

Michele Vendig, Senior Vice President, has been with MJP Wealth Advisors since 2006. Michele manages the firm’s strategic operations, as well as our marketing initiatives. Her dedication to the long-held values of MJP is evident in the many roles she fulfills with the firm. She is responsible for client communications, digital and print marketing campaigns, content creation, and website management. As a wealth advisor, Michele works closely with our corporate clients, in addition to overseeing the firm’s retirement plan business.

Michael Stamos, Wealth Advisor at MJP Wealth Advisors, has been with the firm since 2015. He works closely with our wealth advisory team, taking  a comprehensive approach to our clients’ financial planning and portfolio management needs and working to build personal connections with his clients.

Kevin Brady, Wealth Advisor at MJP Wealth Advisors, joined the advisory team in 2018. Kevin works one-on-one with our clients, providing a personal approach to meet their wealth management and financial planning needs.

Tim Fitzgerald, AIF®, is a Retirement Plan Advisor at MJP Wealth Advisors and has over 20 years of experience in the financial services industry. He works with a variety of clients at MJP Wealth Advisors, focusing primarily on helping organizations, executives, and business owners manage their employer sponsored retirement plans.

Robert Eilers, Wealth Advisor at MJP Wealth Advisors, is also a Senior Vice President at Brown & Brown Insurance (not affiliated with Arete Wealth Management).

Steven Glick, Wealth Advisor at MJP Wealth Advisors, is President of SEG Wealth Advisory Corporation and an agent of American Business, Inc. and Crystal & Company.

Theodore Kaplan, Wealth Advisor at MJP Wealth Advisors, is also President of Kaplan Insurance Group, LLC. (not affiliated with Arete Wealth Management).

Roxanne Rekas, Director of Client Services at MJP Wealth Advisors, has been with us for more than 30 years. She deeply values the relationships she has built with our clients over the years. Providing  individualized service and support to our clients for all their investment, insurance, and retirement needs, Roxanne helps ensure that our clients have a seamless transition to the firm, as well as a dedicated point of contact for service matters.  

Joy Simao, Manager of Client & Insurance Services, 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 business. Joy is responsible for transitioning new clients to the firm, managing client inquiries, and providing ongoing personalized service to our individual and corporate clients.

Jared Needelman, Senior Client Associate & Technology Specialist at MJP Wealth Advisors, has been with the firm since 2013.

Shatsada Lovan is a Client Associate at MJP Wealth Advisors and a key member of our Client Services Team. She is responsible for onboarding new clients to the firm, managing client inquiries, and delivering personalized service to our new and existing clients.

Shaya Lomax is a Client Associate at MJP Wealth Advisors and provides personalized service to our new and existing clients. Shaya guides new clients through the onboarding process, manages client inquiries, and helps maintain communication between clients and advisors.

Janet Paradis is our Manager of Finance and Accounting. She manages the company’s financial reporting and accounting practices. In addition, Janet is responsible for maintaining the firm’s SEC compliance requirements and overseeing human resources operations.

Josephine Mucciaro, Data Specialist, has been with MJP Advisors for more than 25 years. She is responsible for monitoring and analyzing data systems at the firm and maintaining our client management system. In addition, she assists with client billing, reporting, and ongoing client mailings.