1160 US Highway 22, Ste 202 Bridgewater, NJ 08807
(908) 864-4950

Meet the Team

  • Neil J. Sacks, AAMS<sup>®</sup>, NSSA<sup>®</sup>
    Neil J. Sacks, AAMS®, NSSA®
    Principal & Founder
Neil J. Sacks, AAMS®, NSSA®
Principal & Founder

Neil Sacks is the principal and founder of Sacks & Associates which he established in 2008. For 10 years he held the position of Co-Founder and Chief Compliance Officer of Gitterman & Sacks, LLC where he was instrumental in the growth and development of the firm. He is extremely knowledgeable in regards to the New Jersey Alternative Benefits Program where he worked exclusively with college professors for over 10 years and understands the nuances and details of the program.

Neil has over 38 years of experience in the financial field and has served in positions at Voya Financial, AXA Equitable, LF Rothchild Unterberg and Tobin, and Bache Halsey Stuart. He also has experience as a clearing broker from his time at DLJ Pershing.

Neil received his Bachelor of Science from Monmouth University with a focus in Accounting. He has completed the Finra Series 7, Finra Series 24, Finra Series 63, and Finra Series 65. Neil also has completed the New Jersey Insurance Producers License in the lines of Life, Health and accident. He has also achieved the Accredited Asset Management Specialist, (AAMS®) designation.

  • Edgar Lara, NSSA<sup>®</sup>
    Edgar Lara, NSSA®
    Senior Financial Advisor
Edgar Lara, NSSA®
Senior Financial Advisor

Edgar has been involved in the financial industry since 1999 where he began his career at Voya as a Client Service Associate (CSA). Edgar quickly advanced to managing his own team of CSA’s. After a few years in management, he began to pursue a career in financial planning, working with his clients to strengthen their retirement and work towards their long term goals.

Edgar has also achieved the NSSA® designation and continues to develop his mastery of the financial planning field. Edgar possess the skills and expertise necessary to ensure that our clients are in the best possible position to meet their long term goals and needs.

Edgar graduated the University of Hartford with a B.S. in finance. He holds his New Jersey Insurance Producers licenses in the authorities of Life, Health and Accident. He has completed Series 6, 7, 26, and 66..

  • Jaime Young
    Jaime Young
    Senior Financial Advisor
Jaime Young
Senior Financial Advisor

Jaime has over nine years of experience in the financial industry. Having previously participated in the New Jersey Alternative Benefits Program, Jaime brings her extensive knowledge of portfolio management and retirement planning to Sacks & Associates.

Jaime graduated from Rutgers University with her Bachelor of Arts in Communications. She has completed her New Jersey Jersey Insurance Producers License in the authorities of life, health and accident, as well as her Series 6, 7, 63, and 65.

  • Lloyd A. Sacks, RFC<sup>®</sup>, NSSA<sup>®</sup>
    Lloyd A. Sacks, RFC®, NSSA®
    Managing Director of Private Client Group
Lloyd A. Sacks, RFC®, NSSA®
Managing Director of Private Client Group

Lloyd is a fiduciary at the firm and his practice employs a holistic approach to financial planning that works with clients during the accumulation phase of their working years through the post-retirement distribution phase of their lives. He assists his clients in making the most appropriate decisions regarding their investment management, risk management, retirement income planning, and estate/legacy planning needs.

Lloyd has achieved the NSSA® designation from the National Social Security Association. He promotes advanced Social Security education, providing clients counsel on the role Social Security plays in their retirement planning and the best way to claim benefits in order to optimize lifetime Social Security income. Additionally, Lloyd is a Registered Financial Consultant (RFC®).

Lloyd’s responsibilities also include overseeing the firm’s corporate education initiatives. He provides financial seminars on a variety of topics including:

  • Strategies to Maximize Social Security Benefits
  • Retirement Income Planning and Distribution Strategies
  • Financial and Estate Planning
  • Investment Management

Lloyd received his Bachelor of Science degree in Business Administration from Misericordia University. He has completed the FINRA Series 7 and FINRA Series 66. He holds the New Jersey Insurance Producer License in the lines of Life, Health and Accident, and Property and Casualty.

  • Tiffany Andias
    Tiffany Andias
    Operations Specialist
Tiffany Andias
Operations Specialist

Tiffany’s role as an Operations Specialist and Administrative Assistant is vital in our organizations goal oriented approach with our clients. She is dedicated to ensuring the effectiveness and efficiency of support services at Sacks & Associates”.

Tiffany began her career in customer service at Panera Bread where she identified customer needs and responded accordingly. She graduated from Kean University with her B.S. in Marketing and is fluent in Portuguese.

  • Tiffany Stuart
    Tiffany Stuart
    Operations Specialist
Tiffany Stuart
Operations Specialist

Tiffany is an Operations Specialist and her responsibilities include coordinating the smooth operation of administrative tasks, ongoing client account maintenance, and coordination of business functions that involve participation from multiple business units. Tiffany graduated from Rutgers University with her B.A. in Economics.

Before joining Sacks & Associates, Tiffany worked with TD Bank as a Customer Service Representative, specializing in customer account maintenance and support. Her strong organizational skills and client oriented approach make her an important part of our team at Sacks & Associates.

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