OUR STORY

RGA was founded for people like you

THE EARLY YEARS

Ronald Gelok & Associates was founded over 25 years ago. Ron started his career as a tax and estate planning attorney in 1993. In that role he was drafting wills, trusts, and estate planning documents. Soon into his career, he realized that a person could have the best combination of estate planning documents in the world but it really only helped then when they could no longer manage their own affairs.  

As important as this is, Ron felt like he wanted to make an impact in the client’s life for today. As this drive grew, Ron’s grandparents’ health began to decline. He saw firsthand that estate planning documents only went so far and did not help much if there is no financial plan to manage the costs of healthcare.  

WHAT WOULD I DO DIFFERENTLY?

He began to look at his clients estates with fresh eyes, noticing that so many of them had problems. Problems that would eventually hurt them. He started to ask himself, “what would I do differently if this were my portfolio?”  

At this point, Ron began Ronald Gelok & Associates with the plan of running a multidisciplinary investment advisory firm. He wanted RGA to be set up to help with every aspect of a client’s financial life. Clients would have a menu of services that they could pick and choose from that would suit their needs and match up with their goals.   

INTEGRITY FIRST

When Ron began advising retirees on what to do with their money, he felt the weight of trying to do right by each client. One day his father said to him,  

“Just remember, any time you’re meeting with a retiree, just pause for a second and pretend it’s me and your mother sitting in front of you. You’ll never go wrong.”

To this day, Ron keeps this in mind with every appointment. And he’s passed on this reminder to every member of the RGA team. We believe this is why we have never had a fine or disciplinary action of any kind from any government regulatory agency, which is unheard of in this industry.

TODAY

Today RGA has grown into a thriving company dedicated to serving clients from all walks of life. We believe in financial planning done right so you can keep more of your money. Find out today what RGA can do for you.  

OUR TEAM

Every team member has gone through a tough and rigorous application process in order to uphold the high standards of RGA. Our team of experienced professionals come from all different backgrounds and walks of life. We value each member and their individual contributions that make RGA so great.

1415 Panther Lane, Naples, FL 34109
2001 US Hwy 46, Ste 209, Parsippany, NJ 07054
(800) 467-8152 | info@ronaldgelok.com

Investment advisory services offered through Ronald Gelok & Associates, LLC, a FL, NJ Registered Investment Advisor.
Insurance products offered through Ronald Gelok & Associates, Inc., a FL, NJ Licensed Insurance Producer.
Privacy Policy

OUR STORY

RGA was founded for people like you

THE EARLY YEARS

Ronald Gelok & Associates was founded over 25 years ago. Ron started his career as a tax and estate planning attorney in 1993. In that role he was drafting wills, trusts, and estate planning documents. Soon into his career, he realized that a person could have the best combination of estate planning documents in the world but it really only helped then when they could no longer manage their own affairs.  

As important as this is, Ron felt like he wanted to make an impact in the client’s life for today. As this drive grew, Ron’s grandparents’ health began to decline. He saw firsthand that estate planning documents only went so far and did not help much if there is no financial plan to manage the costs of healthcare.  

WHAT WOULD

I DO

DIFFERENTLY?

He began to look at his clients estates with fresh eyes, noticing that so many of them had problems. Problems that would eventually hurt them. He started to ask himself, “what would I do differently if this were my portfolio?”  

At this point, Ron began Ronald Gelok & Associates with the plan of running a multidisciplinary investment advisory firm. He wanted RGA to be set up to help with every aspect of a client’s financial life. Clients would have a menu of services that they could pick and choose from that would suit their needs and match up with their goals.   

INTEGRITY FIRST

When Ron began advising retirees on what to do with their money, he felt the weight of trying to do right by each client. One day his father said to him,  

“Just remember, any time you’re meeting with a retiree, just pause for a second and pretend it’s me and your mother sitting in front of you. You’ll never go wrong.”

To this day, Ron keeps this in mind with every appointment. And he’s passed on this reminder to every member of the RGA team. We believe this is why we have never had a fine or disciplinary action of any kind from any government regulatory agency, which is unheard of in this industry. 

TODAY

Today RGA has grown into a thriving company dedicated to serving clients from all walks of life. We believe in financial planning done right so you can keep more of your money. Find out today what RGA can do for you.  

OUR TEAM

Every team member has gone through a tough and rigerous application process in order to uphold the high standards of RGA. Our team of experienced professionals come from all different backgrounds and walks of life. We value each member and their individual contributions that make RGA so great. 

1415 Panther Lane, Naples, FL 34109
2001 US Hwy 46, Ste 209, Parsippany, NJ 07054
(800) 467-8152 | info@ronaldgelok.com

Investment advisory services offered through Ronald Gelok & Associates, LLC, a FL, NJ Registered Investment Advisor.
Insurance products offered through Ronald Gelok & Associates, Inc., a FL, NJ Licensed Insurance Producer.
Privacy Policy

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BETHANY J LONGFELLOW
Creative Director
862.207.3891
bethany@ronaldgelok.com

BETHANY J LONGFELLOW

Creative Director

862.207.3891

bethany@ronaldgelok.com

 

Bethany works remotely from her home in SW Missouri. With her Bachelor of Fine Arts focused in Design and Photography from Mason Gross School of the Arts at Rutgers University, Bethany assists creatively in RGA’s marketing department with graphic design, videography, and photography.

Bethany has 20+ years of riding, training, and managing horses and horse stables. When she’s not working, you can usually find her hanging out with her two horses, Sassy & Jax, and her two hounds, Banjo & Heidi.

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TAMMIE BARONE
Director of Client Services
862.207.3841
tamara@ronaldgelok.com

TAMMIE BARONE

Director of Client Services

862.207.3841

tamara@ronaldgelok.com

 

Prior to Tammie joining RGA, she worked in investment management with several investment firms, including MassMutual Financial and Northwestern Mutual. She has been working and assisting in investment and insurance services since 2002. She is a dedicated and valued asset to our team as Director of Client Services.

Born and raised in Morris County, Tammie currently resides in Essex County, where she enjoys any outdoor activities and volunteering with her dog Mackenzie at various senior centers.

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CHRISTIAN VIVAS
Vice President of Marketing Services
862.207.3851
christian@ronaldgelok.com

CHRISTIAN VIVAS

Vice President of Marketing Services

862.207.3851

christian@ronaldgelok.com

 

As the Vice President of Marketing Services, Christian’s primary duties are to oversee all marketing content and procedures while assisting with business development initiatives. Christian developed our Income Tax Reduction Analysis and spearheads the streamlining of back office procedures to include online web conferences, webinars, data management, and data analysis.

Christian received his Bachelors and Masters Degree from Rutgers University in 2007 and 2010 respectively. He also provides technical assistance within the office and is whom we rely on most when it comes to data management, analysis, and innovation to increase our ability to communicate with our clients in a manner that suits them best. He inspired our use of online video web conferences in order for us to engage our clients from the comfort of their homes, so that bad weather is no longer an issue when we need to communicate face to face.

Christian has been very fortunate in his life and has appeared on TV several times before as part of an instrumental performance ensemble. He has appeared on National Television performing in a scene of, ‘Odd Mom Out,’ and twice appeared as a performer on “The Daily Show” with Jon Stewart.

Christian is also very active as a Group Fitness Instructor across multiple gyms including the Meadowlands YMCA and Fitness Factory in Rockaway, NJ.

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ALINA ESTRIN
Executive Assistant to Brian Ginty
862.207.3868
alina@ronaldgelok.com

ALINA ESTRIN

Executive Assistant to Brian Ginty

862.207.3868

alina@ronaldgelok.com

 

Alina was born in Russia, so she is fluent in English and Russian. Prior to joining RGA, Alina worked for the NJ State after carrier with Lehman Brother. Additionally, Alina has a PhD in economics. As Executive Assistant to Brian Ginty, Alina prepares applications, reviews documents, and analyzes illustrations prior to Brian presenting them to our future clients.

Outside of RGA, Aline continues her many years a Yoga, Thai Chi, and Pilates instructor.

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CHRISSY BODEN
Director of ContentStrategy
862.207.3841
chrissy@ronaldgelok.com

CHRISSY BODEN

Director of ContentStrategy

862.207.3841

chrissy@ronaldgelok.com

 

Chrissy (Gelok) Boden is a New Jersey native who lives with her husband and two children. Chrissy works with the RGA team, assisting with marketing strategy and content. After earning her Bachelors at Messiah College (2012) and a Masters in Counselling from Eastern University (2014), Chrissy worked as a school counsellor and academic registrar. Now Chrissy is using her experience in counselling and educational leadership to support organizational communications at RGA in order to maximize client care and experience.

When not working, Chrissy's time is mostly spend in the company of her two highly active toddlers, along with family and friends. When she has time to herself, Chrissy loves reading books, riding bikes, discovering new music, and brewing good coffee.

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BRIAN T GINTY, CSSC
Financial Advisor & Sertified Structured Settlement Consultant
862.207.3843
brian@ronaldgelok.com

BRIAN T GINTY, CSSC

Financial Advisor & Sertified Structured Settlement Consultant

862.207.3843

brian@ronaldgelok.com

 

Brian was a Senior Vice President for The Halpern Group, a company which facilitated the establishment of trusts for plaintiffs in personal injury disputes. In addition to The Halpern Group, Brian has held senior management positions both at AIG Domestic Life Companies and Prudential Financial. He was also National Sales Director and Senior Vice President of Corporate Development at two of the largest structured settlement brokerage firms.

During his career, Brian has successfully negotiated more than 1000 cases throughout the United States and Canada.  He has been a leader in integrating trust and other financial vehicles to provide comprehensive financial strategies for tort victims. 

Brian is a regular speaker at legal seminars and meetings including the American Association for Justice, the North Carolina Association for Justice and the New Jersey Association for Justice.

Brian is a veteran of the United States Navy where he served as a cryptologist in Misawa. Japan.  During his three years in Japan, Brian played for the base soccer team as well as coached the high school team.  He also taught English and attended the University of Maryland, Far East Division.  He graduated magna cum laude with a dual major in Business Management and Psychology.  Upon his discharge Brian enrolled in Rutgers Graduate School of Management while he began his career in the financial services industry. 

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SUSAN GELOK-CULLEN
Registered Financial Consultant
239.591.6215
susan@ronaldgelok.com

SUSAN GELOK-CULLEN

Registered Financial Consultant

239.591.6215

susan@ronaldgelok.com

 

Susan brings a wealth of experience and knowledge to her role as an experienced Registered Financial Consultant & Retirement Income Planner for RGA. She is licensed by the Florida Department of Financial Services for Life and Health Insurance. She is a Registered Financial Consultant and one of less than 200 women in the United States to have earned the National Social Security Advisor Certificate.

Whether it’s planning for retirement or college expenses, maximizing income, reducing taxes or assisting with long-term care needs, helping people is one of Susan’s passions. Susan is known for her creativity, strategic planning and individualized approach.

Susan holds a Bachelor of Science in Human Service Management and is a best selling author and Radio Personality. She is licensed in multiple states and has been in Naples for over 10 years!

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THOMAS J SMITH, MBA, JD, LLM
Director of Tax Reduction Planning
862.207.3846
tom@ronaldgelok.com

THOMAS J SMITH, MBA, JD, LLM

Director of Tax Reduction Planning

862.207.3846

tom@ronaldgelok.com

 

Bio coming soon.

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MORGAN KELLY CURRAN
Director of Operations
862.207.3808
morgan@ronaldgelok.com

MORGAN KELLY CURRAN

Director of Operations

862.207.3808

morgan@ronaldgelok.com

 

As the Director of Operations, Morgan is involved in every aspect of RGA. Morgan’s primary role is working alongside the Operations Team and the Advisory Team to ensure maximum productivity and efficiency is achieved. Morgan also manages the hiring and training of new employees. Her main objective is for RGA to provide the ultimate client concierge experience. Morgan is an invaluable asset with over seven years’ experience within the financial services industry.

When Morgan is not busy working, she enjoys spending time with her family, seeing shows, and traveling. Morgan is a lover of meditation, 50s, 60s & 70s music, cappuccino, hiking and fine wine.

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THE 3 BIGGEST SECRETS OF TAX-ADVANTAGED RETIREMENT

THE 3 BIGGEST SECRETS OF TAX-ADVANTAGED RETIREMENT

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