Meet the Wealth Management Team

Our wealth management department manages client investment assets in addition to working with clients on comprehensive financial and estate plans. As many of our professionals are CPAs and CFPs we are uniquely positioned to incorporate sound tax planning & minimization strategies into our investment management strategy. All our team members have unique specialties within the wealth management field and through the team approach we employ all our clients have access to the professionals that best fit their specific needs.

V. Peter Traphagen, Jr. CPA, PFS, AEP, CFP®

Managing Director and Wealth Advisor

V. Peter Traphagen, Jr. CPA, PFS, AEP, CFP®

Managing Director and Wealth Advisor

Managing Partner and graduate of Lycoming College. Peter is a Certified Public Accountant (CPA) and holds the designation’s of Personal Financial Specialist (PFS), Acredited Estate Planner (AEP) and is a a Certified Financial Planner™ professional. Peter has completed the NASD (National Association of Securities Dealers) Series 66 and is a licensed NJ Life and Health Insurance producer. He is a member of the National Association of Personal Financial Advisors of fee-only planners (NAPFA) and past-chairman of the New Jersey State Society Bergen County Financial Planning Committee. He is a member of the Financial Planning Association (FPA), the American Institute of Certified Public Accountants (AICPA), the New Jersey Society of Certified Public Accountants (NJSCPA) and the National Football League Players Association (NFLPA).

Peter specializes in wealth management services, including portfolio management, retirement planning, educational funding, insurance planning, individual, estate and trust taxation. He provides comprehensive personal financial planning by using his unique skill set as a CPA Financial planner to provide clients with cohesive tax and investment planning and advice. Peter is also the compliance officer at the firm as required by the Securities and Exchange Commission.

Peter has given numerous seminars on investment planning, retirement and college funding. He has taught several financial planning classes at Bergen Community College. Peter was appointed to the Student Financial Literacy Advisory Board to work with the New Jersey State of Chamber of Commerce in developing a financial literacy program for high schools. He is a past President of the Oradell AM Rotary, past-chairman for the CPA Help Center which provides pro-bono financial services to families in crisis, and a past-member of the Consumer Interest Committee (CIC) for New Jersey which provides pro-bono and financial educational services. Peter also supports (VITA) Volunteer Income Tax Assistance Program to prepare tax returns for individuals in financial hardship. Peter has written articles for or has been interviewed by many national publications such as Kiplinger’s Magazine, Financial Advisor Magazine, Crain’s, Money Magazine, Investment News, Daily News, The Bergen Record and Wall Street Journal. In 2014 & 2015 Peter also appeared on the News 12 program 'It's Your Money' and assisted the public by answering their tax & financial questions.

Peter is married with four children. His hobbies include attending his children’s sports schedules, playing softball and tinkering in the garage.

Office Phone:

(201) 262-1040 EXT: 207

info@tfgllc.com

V. Peter Traphagen, Sr. CPA, CFP®, PFS, AEP

Founding Partner & Director of Investment Strategies

V. Peter Traphagen, Sr. CPA, CFP®, PFS, AEP

Founding Partner & Director of Investment Strategies

V. Peter Traphagen, founding partner of Traphagen CPAs & Wealth Advisors, is a graduate of Farleigh Dickinson University. Peter specializes in all aspects of wealth management including taxation, financial and estate planning, and portfolio management services. Peter is a Certified Public Accountant (CPA), is a Certified Financial Planner™ professional, Personal Financial Specialist (PFS) and Accredited Estate Planner (AEP). Peter is a founding member of the Association of CPA Financial Planners, Inc. (ACPAAFP). Peter has completed the NASD (National Association of Securities Dealers) Series 63 and 65. Peter is past chairman of the Financial Literacy committee. Peter is past chair and currently a member of the New Jersey State Society's Personal Financial Planning Committee and the Estate Planning Council of Bergen County. He is a member of the Financial Planning Association Division of Pro-Bono Services. He is the co-founder of the New Jersey CPA Help Center and Financial Literacy Committee. He presently serves on the Board of Directors of the Bergen Community College Foundation and Assistant Treasurer of the Bergen Community College Foundation, New Jersey World Trade Center Scholarship Fund Board of Trustees, and is the President of Share USA, a non-profit organization devoted to providing benefits to the financially and medically destitute. Peter is a member of the American Institute of Certified Public Accountants (AICPA), and the New Jersey, New York, and Florida Societies of Certified Public Accountants.

Peter received the prestigious 2004 Medallion Award from the Bergen Community College Foundation recognizing his longstanding commitment to the community. Peter and the New Jersey Help Center received a special award from the Volunteer Center of Bergen County for extraordinary service to families affected by the World Trade Center disaster.

Peter was honored by the NJSCPA for 25 years of distinguished service. Peter has authored numerous articles on investment analysis, financial planning, estate and elder care planning. Peter has also been a guest speaker for "Tax Talk", CNN Money, and The Dolan's.

Peter is married with five children and enjoys biking, sailing, and rock climbing. Peter and two crew members sailed from Boston across the Atlantic to Portugal. The voyage was accomplished in a 33-foot sailboat.

Office Phone:

(201) 262-1040 EXT:208

info@tfgllc.com

Eric Mancini, CFA, CFP®, CAIA

Partner & Director of Investment Research & Wealth Advisor

Eric Mancini, CFA, CFP®, CAIA

Partner & Director of Investment Research & Wealth Advisor

Eric D. Mancini is a CFA (Chartered Financial Analyst) Charterholder, a is a Certified Financial Planner™ professional, a Chartered Alternative Investment Analyst (CAIA), and the director of investment research at Traphagen. Eric graduated Penn State University with a BS in Economics with a focus in Finance. He specializes in portfolio management, investment analysis, and personal financial planning. He also works with clients on insurance planning, tax planning, and personal income tax preparation. In addition to the already mentioned certifications, Eric holds the NASD (National Association of Securities Dealers) Series 65 license and the NJ Life and Health Insurance license.

Prior to joining Traphagen, Eric worked as a wealth manager specializing in comprehensive financial planning and portfolio management for high net worth individuals at Brinton Eaton Wealth Advisors (now Mariner). Previously, Eric was a financial advisor and investment analyst at BLS Advisors, LLC, where he worked on elder care estate planning, retirement planning, annuity analysis, and retiree portfolio management.

Mr. Mancini is also a NAPFA (National Association of Personal Financial Advisors) registered advisor. NAPFA is an organization dedicated to fee only financial advice and championing the fiduciary standard for all advisors. He is also a member of the WiserAdvisor network of advisors; which is an organization of experienced advisors who meet strict ethical and professional standards.

Eric is currently teaching (along with 2 colleagues) a series of investment and retirement planning courses at Bergen County Community College. He has been teaching at the college for 2 years.

Mr. Mancini is a staff writer for Benzinga.com, where he regularly writes articles on portfolio management, economic analysis, ETFs (Exchange Traded Funds), and stocks. His work has appeared on other financial websites such as Yahoo! Finance, Fox Business News, dailymarkets.com, Macro Markets, and the San Francisco Chronicle. He has been interviewed by Forbes on several occasions on an array of topics, usually involving individual stocks. More recently Eric has been interviewed by US News and World report, the Bergen Record, Money Magazine, and the Wall Street Journal.

Since 2015 Eric has been a recurring guest host on the 'Your Money' radio show, which airs on SiriusXM. Along with host Kent Smetters he discusses alternative investments and answers questions from callers nationwide on an array of personal financial topics.

He is a huge Penn State and professional football fan, and enjoys golf, traveling, and tennis.

Office Phone:

(201) 262-1040 EXT:502

info@tfgllc.com

Jeffrey Hanson, CPA, PFS, AEP, CFP®

Partner & Wealth Advisor, Tax and Estate Specialist

Jeffrey Hanson, CPA, PFS, AEP, CFP®

Partner & Wealth Advisor, Tax and Estate Specialist

Jeff is a graduate of Lock Haven University with a B.S. in Accounting. He has his Masters Degree in Accounting from Montclair State University and has obtained his CPA License. He also holds the designation's of Personal Financial Specialist (PFS), Acredited Estate Planner (AEP), and of Certified Financial Planner (CFP).

Jeff specializes in individual taxation, business accounting and taxation, and estate tax returns. He has his Series 65 License and specializes in wealth management services, including portfolio management, retirement planning, educational funding, and insurance planning. He provides comprehensive personal financial planning by using his unique skill set as a CPA financial planner to provide clients with cohesive tax and investment planning and advice.

Jeff is a member of the New Jersey Society of Certified Public Accountants (NJCPA) and of the American Institute of Certified Public Accountants (AICPA). He is a member of the National Association of Personal Financial Advisors of fee-only planners (NAPFA), and the president of the Greater New Jersey Estate Planning Council (GNJEPC).

Jeff is married with two children. He enjoys recreational sports including soccer and baseball and likes to go on hikes. He is an avid football fan and sports enthusiast.

Office Phone:

(201) 262-1040 EXT: 209

info@tfgllc.com

Kathryn Marsico, CPA

Tax Advisor, Compliance Manager/Investment Liaison

Kathryn Marsico, CPA

Tax Advisor, Compliance Manager/Investment Liaison

Kathy specializes in tax planning and income tax preparation in addition to Social Security Planning and College Planning. She also oversees Security and Exchange Commission (SEC) compliance and reporting. Kathy is a graduate of Montclair State University with a BS in Business Administration, concentration in Accounting. She is actively involved with VITA (Volunteer Income Tax Assistance Program) in the preparation of tax returns for individuals with financial hardship. Kathy is also well versed in all aspects of account management and client relationships. She is a member of the New Jersey Society of Certified Public Accountants (NJSCPA) and she has also completed the National Association of Securities Dealers (NASD) 66 license.

Kathy is married with three sons and two grandchildren. She is an avid reader and a sports enthusiast. She is very active in the community and serves on several charitable and community boards in various capacities. Kathy has been with the firm since 1996.

Office Phone:

(201) 262-1040 EXT:205

info@tfgllc.com

Christopher Fundora, CFP®, CRPS®, CPFA®, AEP®

Director of Retirement Planning & Wealth Advisor

Christopher Fundora, CFP®, CRPS®, CPFA®, AEP®

Director of Retirement Planning & Wealth Advisor

Christopher is a graduate of Boston University and credentialed as a Certified Financial Planner (CFP), Charted Retirement Plan Specialist (CRPS), Certified Plan Fiduciary Advisor (CPFA), and Accredited Estate Planner (AEP).

Chris has been recognized on a national level by InvestmentNews as a Top Advisor in the county as well as a recipient of their 40 under 40 award. He has also been recognized by the National Association of Plan Advisors (NAPA) as an Elite Advisor in the retirement space. As part of this honor, he has been to Capitol Hill to meet and discuss with legislators the state of retirement in our country. Chris has also been recognized on a state level by NJBIZ as a recipient of their 40 under 40 award and People to Watch in Finance.

As our Director of Retirement Planning, Chris partners with individuals, families, and institutions for both personal and corporate planning. Chris places a particular focus on tax planning and optimization. This has led to the development of a proprietary retirement structure known as the Optimized Roth. As a member of our Investment Committee, Chris also helps guide our portfolio construction and investment direction for various strategies.

With a heart for education, Chris has been a panelist at multiple conferences and seminars throughout the country as well as a board member and supporter of various non-profits. He has also continually provided guidance and insights to various organizations, educational institutions, and news outlets.

Chris is a proud resident of Wyckoff with his wife and three daughters.

Office Phone:

(201) 262-1040 EXT: 501

info@tfgllc.com

Tiera Mulligan

Wealth Management Portfolio Operations Manager

Tiera Mulligan

Wealth Management / Portfolio Operations Manager

Tiera is a graduate of the University at Albany with a B.S. in Finance and Information Technology Management. Tiera specializes in client relations and account management as well as managing daily operation processes. She assists new clients with their transition to TFG providing a bridge of communication throughout the on-boarding process. She also partners with our custodians and clients to ensure resolution of all client inquiries.

As part of the Portfolio Management division, she’s an integral part of the operations department who provides support to our team of advisors and also assists in daily trading needs.

She is also a member of the 401(k)-management department, and is responsible for the analysis and implementation of new and existing plans under our management.

Prior to joining TFG, Tiera worked as a financial analyst at Ayco Co., a Goldman Sachs Company and previously as a personal banker with JPMorgan Chase on their investment team.

Tiera has completed her National Association of Securities Dealers (NASD) series 6 and 63 licenses, as well as the series 65 Investment Advisor Representative license.

Tiera enjoys spending time outdoors with friends and family, whether it’s camping for the weekend or catching a baseball game, as well as cooking and listening to music.

Office Phone:

(201) 262-1040 EXT: 105

info@tfgllc.com

Eric Traphagen, EA

Tax Accountant / Financial Advisor

Eric Traphagen, EA

Tax Accountant / Financial Advisor

Eric Traphagen is a graduate of Ramapo College with a B.S. in Accounting. Eric specializes in Individual taxation as an IRS enrolled agent, admitted to practice before the Internal Revenue Service. Eric has taught adult education courses for the Institute for Learning in Retirement (ILR) at Bergen Community College. He is also a fundamental member of the Wealth Management team and has completed his Series 65 Investment Advisor Representative securities license. He specializes in various areas of wealth management including portfolio management, retirement planning, and college planning.

Eric is married with two children. In his free time, he enjoys coaching his children’s teams as well as various outdoor activities with his family. His hobbies include restoring antique motorcycles and cars.

Office Phone:

(201) 262-1040 EXT: 310

info@tfgllc.com

Alex Macchio, CFP®

Firm Trader / Financial Planner

Alex Macchio, CFP®

Firm Trader / Financial Planner

Alex is a graduate of Union College with a B.A. in Economics. While at Union, Alex was a scholar-athlete exceling in and out of the classroom as a member of the Union College football team, as well as a participant in various charitable and community outreach programs in New York’s Capital District.

Prior to joining TFG, Alex worked as a financial representative at Northwestern Mutual where he obtained the New Jersey Life and Health Insurance licenses and Series 6 license. Alex has completed his series 65 Investment Advisor Representive license and is currently pursuing the CFP (Certified Financial Planner) designation. Specializing in both risk and wealth management, Alex focuses on the growth, retention, and security of client assets in the most tax efficient manner.

Outside of the office Alex remains highly active, whether it be in sports or in the community.

Office Phone:

(201) 262-1040 EXT: 504

info@tfgllc.com

Kate Armenta, CPA

Tax Accountant

Kate Armenta, CPA

Tax Specialist

Kate is a graduate of Oakland University, Rochester MI with a BS in Accounting. She is originally from Detroit and has lived in San Diego and Arlington, VA before relocating to New Jersey.

She specializes in individual taxation, business accounting and taxation, and estate tax. Kate is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJSCPA). She has participated in the Volunteer Income Tax Assistance (VITA) program providing pro-bono tax preparation services to senior citizens and low-income individuals and families

Kate has two children and enjoys hiking, gardening, baking, and volunteering.

Office Phone:

(201) 262-1040 EXT: 503

info@tfgllc.com

Adrian Rodriguez CFP®

Certified Financial Planner

Adrian Rodriguez CFP®

Certified Financial Planner

Adrian Rodriguez is a graduate of William Paterson University, where he earned both his BS in Financial Planning and Economics. During his time at William Paterson, Adrian was inducted into Omicron Delta Epsilon Economics Honor Society, and Alpha Kappa Psi Professional Business Fraternity where he served as the chapter Vice President.

Adrian has over 5 years of experience and has earned his CFP designation. Adrian is currently pursuing his EA certification and is interested in specializing in tax planning.

Adrian is a tax preparer/supervisor for the IRS VITA Program through United Way in Paterson.

Outside of work, Adrian likes to travel and experience new things. He also enjoys renovating his home.

Office Phone:

(201) 262-1040 EXT: 506

info@tfgllc.com

Dean Eleftheriades

Investment Analyst

Dean Eleftheriades

Investment Analyst

Dean Eleftheriades is a research analyst who graduated Cum Laude from Marist College, NY in 2021. Since joining Traphagen Investment Advisors, he has been working towards his Series 65 certification and is looking to move further into portfolio management. Dean graduated with a Major in Finance and Minor of Accounting. He excels in analytics, research, presentation, and interpersonal relations. Prior to working with the Traphagen, Dean has occupied positions of Chief of Technology, as well as working closely with business simulation programs including the three-day startup. He has also previously worked with clients in the in-home health industry and has extensive experience in data management and calculation.

Dean is a lover of football, movies, writing and the outdoors.

Office Phone:

(201) 262-1040 Ext 501

info@tfgllc.com

Will Traphagen, MBA

Tax Accountant / Financial Planner

William Traphagen is a recent graduate of Loyola University Maryland, where he earned both his BBA in Accounting along with his MBA. During his time at Loyola, Will was inducted into Beta Alpha Psi Accounting National Honor Society, was a member of Alpha Kappa Psi Professional Business Fraternity, and served as Vice-President of Loyola Gear Hounds, the university’s automotive enthusiast club.

Will has completed his Series 65 Investment Advisor Representative certification and is currently pursuing his CPA license. As a member of the team at Traphagen he specializes in tax planning and portfolio management.

Outside of the office Will enjoys baseball, fishing, staying active, and spending time with family and friends.

Office Phone:

(201) 262-1040 EXT:509

info@tfgllc.com