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  2. Who We Help
  3. Business Owners

Business Owners

  • Diversifying and developing wealth outside of your business

  • Integrating your company retirement plan with your overall goals

  • Creating your “exit strategy”-- your succession plan

As entrepreneurs ourselves, we understand what it takes to build and sustain a successful business. As your business grows, you discover new complexities and challenges. You want to make sure that your personal wealth is optimally managed, and that you can enjoy the fruits of what you have created with your business.

Who We Help

  • Pre-Retirees/Retirees
  • Business Owners
  • Professionals
  • Recently Single
  • New to Investing

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Timothy Brunnock

Financial Advisor

Phone: 973-867-1355

Email: Timothy.Brunnock@LPL.com

Ryan Brunnock

Financial Advisor

Phone: 973-936-1982

Email: Ryan.Brunnock@LPL.com

Anne Kostyak

Senior Client Relationship Manager

Phone: 973-867-1357

Email: Anne.Kostyak@LPL.com

Lauren Barone

Client Relationship Associate

Phone: 973-867-1335

Email: Lauren.Barone@LPL.com

 

305 Madison Avenue, Morristown, New Jersey 07960

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Trinity Financial Strategies are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group , a registered investment advisor. Trinity Financial Strategies and Private Advisor Group are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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