Our team of wealth managers pride themselves on providing services that simplify our clients financial lives and help them achieve their long-term goals. By taking a personalized and individual approach, Sacks & Associates is able to create a financial plan to meet your present needs and future goals. We encourage our clients to participate in the investment and planning process in an effort to help them become informed consumers. By maintaining a close relationship, we strive to provide a high level of personal attention and service. Our work is tailored to each client with careful consideration of their goals, preferences and need for information.
Meet the Team
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 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.
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.