800.467.8152

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RGA TEAM

Dedicated professionals helping you reach your goals

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RGA TEAM

Dedicated professionals helping you reach your goals

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RONALD A. 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 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.”

RETIREMENT PLANNING TEAM

RETIREMENT PLANNING TEAM

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BRIAN T GINTY, CSSC

Financial Advisor & Certified
Structured Settlement Consultant

EMAIL BRIAN

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SUSAN GELOK-CULLEN

Registered Financial Consultant 

EMAIL SUSAN

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THOMAS J. SMITH, MBA, JD, LLM

Director of Tax Reduction Planning

EMAIL THOMAS

OPERATIONS TEAM

OPERATIONS TEAM

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MORGAN KELLY CURRAN

Director of Operations

EMAIL MORGAN

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TAMMIE BARONE

Director of Client Services

EMAIL TAMMIE

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CHRISTIAN VIVAS
Vice President of Marketing Services
EMAIL CHRISTIAN

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BETHANY J LONGFELLOW
Creative Director
EMAIL BETHANY

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ALINA ESTRIN

Executive Assistant to Brian Ginty

EMAIL ALINA

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CHRISSY BODEN

Director of Content Strategy

EMAIL CHRISSY

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

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

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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

You may be surprised how easy it is to achieve a tax-advantaged retirement. Learn how to reduce your retirement taxes and increase your income in retirement by downloading our free PDF guide: The 3 Biggest Secrets of Tax-Advantaged Retirement. .

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