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Primary Financial's Women's Resource Group

About Us

About Us

The Women’s Resource Group is a group of dedicated financial professionals helping women build financial confidence through holistic financial education. A woman’s financial needs can be much different than a man’s needs. Women tend to make less money than men, they need to take time off to be caregivers to children and parents and women tend to live longer than males in the US so their money has to last longer than their male counterparts. There needs to be more focus on this unique segment of the population. Our goal is to provide resources that will help women achieve their financial goals, obtainable by providing financial literacy, seminars, lunch and learns, and one-on-one discussions.

Team Members

Arielle Polito

Client Relations Manager, Goldberg Financial Associates

732-578-9870

apolito@goldbergfinancial-gfa.com

Daniel Kaplan

Financial Professional - President of Ark Wealth Solutions

732-417-5336

DKaplan@ArkWS.com

Henry Ortiz

Vice President, Vital Financial Group (South Florida Office)

ortiz.henry@pennmutual.com

Joe Spencer, CLU, ChFC

Financial Professional

973-971-0002

spencer.joe@pmlmail.com

http://www.spencerandspencer.org

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Julio Soria

President, Vital Financial Group (South Florida Office)

jsoria@primaryfinancial.net

Kellie Wheeler

Administrative Assistant, Ark Wealth Solutions

732-417-5353

kwheeler@arkws.com

Louis Barberio, III

Financial Professional

609-926-3100

LBarberio@BarberioAndRichFS.com

http://www.barberioandrichfs.com/team/louis-t-barberio-iii

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Michael McClelland

Financial Professional

609-926-3100

MMcClelland@BarberioAndRichFS.com

http://www.barberioandrichfs.com

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Richard Micliz

CERTIFIED FINANCIAL PLANNER™

732-417-5327

rmicliz@htk.com

RJ Greff

Vice President, Primary Financial

rgreff@primaryfinancial.net

Sylvana Mitas

Executive Assistant to Managing Partner

732-417-5333

smitas@primaryfinancial.net

Theodore R. Rich, CLU

Financial Professional

609-926-3100

TRich@BarberioAndRichFS.com

http://www.barberioandrichfs.com

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Timothy Hyland, CFP®

Financial Professional

908-894-5020

thyland@stonehillfinancial.net

www.stonehillfinancial.net

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