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Team

 

Kyle Reise

CERTIFIED FINANCIAL PLANNER™

240-490-2255

240-575-6073

Kyle Reise is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been in the financial services industry since 1999. He joined LPL Financial in August of 2016 in order to pursue his vision of becoming a Virtual Financial Planner.

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Jaime Ploscowe

Branch Administrator

201-939-6644

201-265-1387

I have a long history in the Financial field. Before joining LPL in August of 2018, I was the Practice Coordinator for FHC Wealth Advisors. I then ran a home business while raising my three children...

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Mike Kelly

Advanced Planning Specialist

Prior to founding Life Policy Pros, Inc., I served as the Regional Sales Director for Midland National Life, supporting financial professionals in the state of New Jersey with comprehensive life insurance solutions for the past 10...

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I have been working as a Compliance Analyst since 2018 alongside its Chief Compliance Officer. I graduated Summa Cum Laude from Montclair...

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William Meltzer

Supervisory Principal

201-839-0367

201-265-1387

I have a 30 year financial services background preforming various tasks. I have held roles in institutional block trading, risk management, financial advisory, retail banking and now supervisory position. I spent a total of 21 years at...

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