Our Team Our Team Helping people is our passion! Our reasons for becoming financial professionals are deeply personal. We are passionate about helping others achieve their goals. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After combined experience of over 65 years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. Learn more Our team approach adds perspective to all we do and provides increased benefits to our clients. Meet Our Team John Meo Jr CFO/Financial Advisor 2393849984 2393849962 email@example.com Born April 28, 1949, Newark, N.J.,John earned a Bachelor of Arts degree in Sociology - 1972, attending Upsala College in East Orange, N.J. and St. Bonaventure in Upstate N.Y. He is Licensed with Series 6, 63, 7 & 24 Securities and Life & Health Insurance and has Have taught thousands of Americans on how to prepare for & live comfortably in Retirement as well as Estate Wealth Transfer Strategies through various seminars. John has served as Past Chairman of the Jackson, N.J. Planning and Rent Control Boards, Past 1st Vice President of the Jackson, N.J. Republican Club, Former Social Worker at the Essex County Welfare Board, Essex County, N.J. and currently is on the Church Board and Worship Team Guitarist at Naples 1st Church of the Nazarene, Naples, Fl. When not working, John enjoys watching his twin boys play soccer, traveling, working out at the YMCA and watching Villanova basketball games! Katherine Praydick-Meo President/CFO/Financial Advisor (239) 384-9984 (239) 384-9962 firstname.lastname@example.org Katherine (Kathi) was born in 1963 in Staten Island, N.Y., and in 1974 her family moved to Middletown, N.J. She earned a Bachelor of Science in Mathematics in 1985 from Villanova University, Villanova, Pa. with Minors in Philosophy and Psychology. Kathi has earned Licenses in Series 6, 63, 7 & 24 Securities and Life Insurance. She has taught thousands of Americans on how to prepare for & live comfortably in Retirement as well as Estate Wealth Transfer Strategies through various seminars.As supporters of Charitable Organizations, she and her husband John support Providence House, the Domestic Violence Division of Catholic Charities USA, The (Naples) Shelter for Abused Women & Children, and numerous Domestic & International Christian Charities. She was Past Recipient of the Catholic Charities’ Client Achievement Award. Kathi currently serves on the Education and Missions Board of the Naples 1st Church of the Nazarene as well as soloist in the Choir and singer/flautist on the Worship Team.When not at work Kathi enjoys traveling, singing, Bible Study, watching her Alma Mater Villanova Basketball games and her twin boys play soccer.