Sonali Shah

Jack began working with Mark Lauria Associates in 2004 as the Business Development Manager operating out of both the Red Bank and Staten Island offices. He holds business degrees from Monmouth University (BS) and Wagner College (MBA). Jack’s employment history ranges from a family-owned funeral business to Wall Street having held management and sales positions with Casey Funeral Home, Cantor Fitzgerald, and Merrill Lynch. Born and raised in Staten Island, Jack now resides with his family in Tinton Falls, NJ

Elliott has been in the surety bond business for over 35 years working on both the company underwriting and brokerage side of the business. He is based out of New Jersey.

I've had the privilege of advising individuals and families on their investments for almost thirty years. One of the most important lessons I've learned from the families I've worked with is that there's a whole lot more about each individual and their life than just money. My job is to be a good steward of your investments so you can spend more time doing the things you love. I focus on advising busy professionals on how to make work optional and retire on their own terms. I have the privilege of working with these individuals and their families leading up to, and after, they become financially independent from their career. At some point most people realize that life is about much more than just money and want the financial freedom to craft their retirement however they choose.