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  • Elite wealth management strategies you can use too
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3 ESSENTIAL STRATEGIES

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Retirement

Learn the Three Strategies for Success:

  • Address Market Risk & Inflation: Protecting your money from market risk and inflation
  • Avoid Excessive Taxation: Protecting your savings and income from taxes
  • Family Wealth Protection: Preventing the government from becoming your biggest beneficiary.
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2021 RGA Website - Events - Webinar - The ARC Strategy

HOW THE RICH RETIRE: THE ARC STRATEGY

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999 Vanderbilt Beach Rd, Ste 200, Naples, FL 34108
1055 Parsippany Blvd, Ste 305b, Parsippany, NJ 07054
(800) 467-8152 | info@ronaldgelok.com

LET'S TALK

Investment advisory services offered through Ronald Gelok & Associates, LLC, a multi-state Registered Investment Advisor.
Insurance products offered through Ronald Gelok & Associates, Inc., a multi-state Licensed Insurance Producer.
Securities Offered through AAG Capital, Inc. Member FINRA/SIPC

Privacy Policy | ADV Part 2A | ADV Part 2B | ADV Part 2A Wrap

Information about securities-registered professionals may be found at FINRA BROKERCHECK.
Member FINRA/SIPC

WEBINARS

Learn the secrets to a dream retirement

LET'S TALK

HOW THE WEALTHY USE

Specialized Life Insurance

You will learn:

  • How the wealthy protect and grow their money tax-free
  • How the wealthy leverage life insurance to mitigate taxes
  • Strategies to optimize tax-free cash flow in retirement
  • Elite wealth management strategies you can use too
WATCH NOW

3 ESSENTIAL STRATEGIES

The Ultimate Retirement

Learn the Three Strategies for Success:

  • Address Market Risk & Inflation: Protecting your money from market risk and inflation
  • Avoid Excessive Taxation: Protecting your savings and income from taxes
  • Family Wealth Protection: Preventing the government from becoming your biggest beneficiary.
WATCH NOW
2021 RGA Website - Events - Webinar - The ARC Strategy

HOW THE RICH RETIRE: THE ARC STRATEGY

WATCH NOW
RGA Website - Events - Webinar - how the rich retire rich man's roth

HOW THE RICH RETIRE: THE RICH MAN’S ROTH

WATCH NOW

HOW THE RICH RETIRE: TAX REDUCTION STRATEGIES

WATCH NOW

999 Vanderbilt Beach Rd, Ste 200, Naples, FL 34108
1055 Parsippany Blvd, Ste 305b, Parsippany, NJ 07054
(800) 467-8152 | info@ronaldgelok.com

LET'S TALK

Investment advisory services offered through Ronald Gelok & Associates, LLC, a multi-state Registered Investment Advisor.
Insurance products offered through Ronald Gelok & Associates, Inc., a multi-state Licensed Insurance Producer.
Securities Offered through AAG Capital, Inc. Member FINRA/SIPC

Privacy Policy | ADV Part 2A | ADV Part 2B | ADV Part 2A Wrap

Information about securities-registered professionals may be found at FINRA BROKERCHECK.
Member FINRA/SIPC

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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 southwest Missouri. As Creative Director with her Bachelor of Fine Arts focused in Design and Photography from Mason Gross School of the Arts at Rutgers University, Bethany handles all the graphic design, web development, videography, and photography for RGA. She also manages event planning and other marketing functions to ensure RGA is available to everyone who wants personalized planning to live their dream retirements.

When Bethany’s not working, you can usually find her 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

 

Tammie has over 20 years’ experience working with and assisting financial advisory firms and has been a dedicated team member at RGA for nearly 5 years. As the Director of Client Services at the firm, she is the “go to” for all of our clients’ needs. Tammie maintains her Life and Health Insurance license in NJ, is dearly cherished by our clients, and if you ask any one of them, they will tell you that her passion is helping people.

Born and raised in Morris County, Tammie currently resides in Essex County, where she enjoys any outdoor activities, cooking and spending time with family, friends and her 2 dogs.

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CHRISTIAN VIVAS Financial Planning Agent 862.207.3851 christian@ronaldgelok.com

CHRISTIAN VIVAS

Financial Planning Agent

862.207.3851

christian@ronaldgelok.com

 

Christian is a New Jersey native and received his Bachelor’s and Master’s Degree from Rutgers University in 2007 and 2010 respectively. He is an intricate member of the Financial Planning Team whose primary focus is on Income & Expense Projection and Lifetime Income Needs. He provides our clients with a comprehensive and educational explanation of the solutions that RGA provides that is easy to understand. Christian developed our Income Tax Reduction Analysis and spearheads strategic research initiatives for new, innovative solutions to retirement planning. Christian also oversees all marketing content and procedures while assisting with business development initiatives.

Outside of the firm, Christian spends his time teaching group fitness at YMCAs and private gyms. At home he unwinds by listening to music, taking care of his Guinea Pigs, and spending time with his wife Sarah, and their dog Chimichanga.

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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 & Certified Structured Settlement Consultant 862.207.3843 brian@ronaldgelok.com

BRIAN T GINTY, CSSC

Financial Advisor & Certified 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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RGA Website - Our Team - Bio Helena

HELENA MATTIOLI

Operations Coordinator

862.207.3846

helena@ronaldgelok.com

 

As RGA's Operations Coordinator, Helena ensures the company functions efficiently and effectively on a day-to-day basis. She is a vital part of both the Operations and Retirement Planning Teams. With both her Bachelor's and Master's degrees from Ramapo College, Helena continues to use her education and prior work experience to continue to go above and beyond for RGA and our clients.

Outside of RGA, Helena enjoys spending time with her beloved cats, Rosie and Jelly. She also enjoys reading and spending time with her family.

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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 WINTRINGHAM Director of Operations & Certified Financial Fiduciary 862.207.3808 morgan@ronaldgelok.com

MORGAN KELLY WINTRINGHAM

Director of Operations & Certified Financial Fiduciary

862.207.3808

morgan@ronaldgelok.com

 

Morgan is an invaluable asset with over fourteen years of experience within the financial services industry and has been with RGA for over eleven of those years. Morgan is known as the octopus of RGA, involved in every aspect of the firm. Morgan’s primary role is working alongside the Operations and Advisory Teams to ensure our clients’ and prospective clients’ ideal retirements are mapped out and achieved according to their individual needs and goals. Her main objective is to provide the ultimate client concierge experience, and is responsible for onboarding new team members to ensure our clients receive top tier service.

Outside of RGA, Morgan enjoys spending time with her husband, Stephen, her family, and absolutely loves being with her nieces and nephews. Morgan is a lover of music and movies, interior design, cooking, and doing absolutely nothing!

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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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