Ronald Gelok & Associates, LLC is a Registered Investment Advisory firm servicing New Jersey out of our main branch located in Parsippany, NJ, with a convenient satellite location in Naples, Florida. 

Our affiliated firm, Ronald Gelok & Associates, was founded in 1993, where we have developed a practice of specializing in Retirement Planning, Elder Care & Senior Advising Services.

Ron Gelok

President & Financial Consultant

Ronald (Ron) Gelok is President of Ronald Gelok & Associates. He is an active member of the Financial Planning Association with over 20 years of financial services experience and holds insurance licenses in several states, including New Jersey, Pennsylvania, North Carolina and Florida, as well as Series 6, 7, 24 and 66 securities licenses.

Ron is a licensed New Jersey attorney and a member of the Elder Law and Real Property, Probate & Trust sections of the New Jersey State Bar Association and a much sought after speaker, He has appeared on radio and television discussing a host of financial planning issues.

Ron is known for making complex retirement planning issues clear and easy to understand. His clients often find that after working with him, they have moved significantly forward in their planning, simplifying their finances.

He expresses his creative side and commitment to financial education in his collaborative book with Steve Forbes, “Successonomics,” and his seminal work on retirement strategy co-authored with Thomas J. Smith, JD “Retirement Rescue.”

Check out Ron’s background as an investment professional on FINRA’s BrokerCheck.

Joel E. Molnar

Chief Financial Officer & Director of Tax Planning

Joel Molnar is a Certified Public Account (CPA) with over 30 years of accounting and taxation experience. He has a Masters in Business Administration with concentrations in Economics and Finance. Joel holds degrees in Financial and Estate Planning as well as Corporate Taxation.

At Ronald Gelok & Associates, Joel prepares taxes, models, and projections that assist clients by informing them of current & future strategies regarding their financial future. He is a member of the American Institute of Certified Public Accountants and an active supporter of The Knights of Pythians, which raises money for Deborah Hospital.

Joel’s success in planning our clientele’s finances spans decades through his Accounting Firm, Molnar, Revilla & Company, to which he is still an Executive Partner. He brings a wealth of tax planning experience and knowledge to Ronald Gelok & Associates.

RETIREMENT PLANNING TEAM

Susan Gelok-Cullen

Managing Director of Florida Operations & Retirement Income Planner

Susan brings a wealth of experience and knowledge to her role as Managing Director of Florida Operations & 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!

Adriane Berg

Director of Life Long Income & Lifestyle

Adriane Berg is the Director of Lifelong Income and Lifestyle Planning for Ronald Gelok & Associates. She offers clients special assistance in crafting their retirement plans and funding them with secure and lasting strategies.

Adriane co-hosted the Ronald Gelok Retirement Power Hour with Ron on WCTC 1450 AM every Wednesday evening, and co-authored the book “Beating the F.E.A.R. Factor” with him as well. She has had appearances on Oprah, Good Morning America, and Regis, and was named to the U.S. Treasury Committee on Financial Communication and won an Emmy for her TV show, IRS Tax Beat.

In 2002, Ms. Berg founded Generation Bold, a leader in financial communication with the boomer, mature adult, and family fiduciary. Since then, she has trained hundreds of financial advisors, lectured at USC at Davis, and the American Institute of Financial Gerontologists.

Adriane is a recognized innovator in the quest for successful aging, care giving, self-care, and environments in which we thrive as we age. She is renowned in the financial industry for her innovation in creating Longevity Planning, a concept for investing throughout the age continuum.

Stacey Maloney

Financial Advisor

Stacey began her financial career as a wire operator typing trades into Wall Street. She graduated Summa Cum Laude from the University of South Florida and pursued further education, graduating from Stetson University College of Law with her J.D./M.B.A. Stacey has administrative and financial management experiences in retail, institution, private equity, hedge fund, and an OTC Bulletin Board company. Her passion is helping people build, preserve, and enjoy their wealth and leave a legacy for future generations.

Edward Muñoz

Financial Advisor

Ed has been in the financial services industry since 2007.  He is a 1989 graduate of the Wharton School of the University of Pennslyvania with a degree in Economics. Ed’s approach is consultative and objective-driven. He has a commitment to excellence and takes the time to listen and review personal financial situations, preferences, and goals. His asset allocations are customized to your needs and reflect your income and growth expectations.

He focuses on developing strategies and solutions for our clients, their families, and their businesses to help them meet their short and long-term financial goals. Ed holds his Series 7 & 66 securities licenses as well as his Life and Health Insurance license in several states throughout the East Coast.

Mark Ramos

Financial Advisor

Mark is a Series 7 & Series 66 securities licensed advisor and an alumni of George Washington University. Mark specializes in assisting our clients and small business owners to create customized strategies to minimize their tax liabilities, increase their retirement income, and efficiently pass wealth to subsequent generations.

Mark’s experience in working with New England Securities, Edward Jones, and JP Morgan Chase has given him the in-depth knowledge needed to manage all aspects of our clients’ financial portfolios.

Brian Ginty

Financial Advisor & Certified Structured Settlement Consultant (CSSC)

Mr. Ginty 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, Mr. Ginty 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.

Mr. Ginty 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. 

OPERATIONS TEAM

Morgan Kelly Curran

Director of Operations

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.

Christian Vivas

Director of Sales & Marketing

Christian is our Director of Sales & Marketing, and his primary role is to ensure proper procedure is adhered to regarding client interaction, efficiency of process, and maintaining transparent & timely communication with our clients. He is in charge of our website and event calendar. He also compiles our weekly newsletter, ensuring the most up-to-date investment information is disseminated.

Christian is a Rutgers University graduate from the class of 2007 with a Bachelors in Psychology and an avid Chai & Coffee lover. He also performs on the weekends as the drum major of a Drum & Bugle Corps based out of Princeton. On the very fortunate occasions, his group ends up on National Television and has appeared on The Daily Show & most recently on Bravo’s, ‘Odd Mom Out.’ In his spare time, Christian practices on his trumpet as he grew up loving and performing in the musical arts.

Tamara Barone

Director of Client Services

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.

Bethany Longfellow

Operations Specialist

Bethany’s role as Operations Specialist is crucial in maintaining the smooth and organized daily functions of Ronald Gelok & Associates. She provides logistical support in and around the office, and has transformed the look and feel of our business with aesthetically pleasing, and professionally designed materials. Bethany strives to uphold the high standards that Ronald Gelok & Associates expects from its team members by reinforcing protocol and being meticulous in her work within her department.

She has established a hard-working and an above-and-beyond attitude from her 19+ years of riding, working, and managing horses and horse stables. Bethany ensures all of our clients and visitors feel comfortable with a friendly greeting, great conversation, and of course hot coffee!

Eva Bakshis

Departmental Assistant

Eva is our Departmental Assistant here at Ronald Gelok & Associates. She is a recent graduate of Rutgers University and participates with the Society for Creative Anachronism, practicing medieval fencing and acting in the New Jersey Renaissance Fair.

Eva keeps everything organized in the office, and keeps it running smoothly and efficiently. Accurately entering information in our database, digitizing & securing confidential documents, and organzing any and all paperwork.

Layla Sheira

Administrative Specialist

Layla is our Administrative Specialist here at Ronald Gelok & Associates. She is a recent graduate of William Paterson University with a degree in English and is a contributing writer at Chispa Magazine where she creates a multitude of empowering female-focused articles.

Layla keeps everything organized in the office by maintaining information securely in our database, digitizing documents, and creating a smooth behind-the-scenes operation. She assists with event coordination, preparation, and ensures that our event guests are satisfied!

Danielle Ordeix

PR Operations Specialist

Danielle hails from, and works in our Puerto Rican Department. Danielle is a recent graduate from Saint Joseph’s University. She obtained her Bachelors of Arts and Sciences in International Business and French Literature and is tri-lingual speaking English, Spanish, and French.

Her work ethic is apparent as her disciplined approach to her duties is reflected from her practice of Muay Thai and Brazilian Jiu Jitsu martial arts.