"My team is your team."

Monica has been in the financial services industry since 2011. She is responsible for assisting financial advisors in financial planning and investments services, as well as client relationship management.

Monica graduated from Montclair State University with a BS in Business and most recently, attained her CFP® through the NYU School of Professional Studies in order to further her passion for holistic planning. She currently holds her Series 7 through LPL Financial, Series 66 through OnePoint BFG and has her Life & Health Insurance license.

Monica lives in Clifton with her husband Jose and their 3 children: Lianna, Julian, and Michaela. When she is not on the soccer field with her children, she enjoys volunteering and cooking.

Steve has been with OnePoint BFG Wealth Partners for over 20 years. He is the Chairman of our Investment Committee and a member of our Executive Committee. Steve also chairs the subcommittees for our UMA program, Alternative Investments, & Structured Products. He is a member of the subcommittees for OnePoint BFG’s Model Portfolios and for Group Retirement Plans. His primary responsibility is to serve as co-captain of our Think Tank, where investment portfolios are analyzed and proposals are written. Steve often joins our advisors on Zoom calls with clients to explain investment topics in detail.

Prior to joining OnePoint BFG in 2002, Steve worked for the mutual fund family Alliance Bernstein and the insurance company Northwestern Mutual. He graduated from West Chester University with a B.S. in Economics and a B.S. in Finance.

He married his high school sweetheart, Mary, in 2003. They now have three great kids. Steve loves to run, bike, & ski.

Marissa joined Lyle’s team as a Senior Client Service Associate in 2022 and has been in the financial services industry since 2016. She is dedicated to providing clients with the utmost client service experience. Prior to joining OnePoint BFG, Marissa played an integral role at a financial firm servicing their NJ/NY territory.

Marissa earned a Bachelor of Science in Business Administration with a concentration in Marketing from Montclair State University, graduating cum laude. During her free time, Marissa enjoys yoga, running and spending time with her family and friends.

Elaine is passionate about helping clients and has over ten years of experience in client-facing roles across the finance, insurance, and banking industries. She earned her Bachelor of Arts degree from Eastern University in Pennsylvania. Outside of work, Elaine enjoys spending time with her fiancé, Efrain, and their one-year-old Cavalier King Charles Spaniel, Ernie. Her favorite hobbies include reading and listening to music.