JM EGAN Wealth Advisors, LLC, John M. Egan, CFP

	John M. Egan, CFP® CERTIFIED FINANCIAL PLANNER professional™ 800.919.5010 ext. 323 Email: john@jmegan.com John M. Egan, CFP® is a CERTIFIED FINANCIAL PLANNER^TM professional, and President of J.M. Egan Wealth Advisors, LLC. John founded J.M. Egan Wealth Advisors, LLC more than twenty years ago to provide comprehensive financial wealth planning for individuals and families. Today, with John's leadership, JM Egan proudly serves over 600 families in 15 states. John holds various security licenses, a life/health insurance license, and is a Registered Investment Advisor Representative. John was raised in West Orange, New Jersey and attended Seton Hall Preparatory School. He earned his BA in Business Administration from Saint Michael's College in Winooski, Vermont. John is a member of many professional organizations including the Financial Planning Association and Society of Financial Service Professionals. John is involved in the community in many ways. He is past President of the Madison Chamber of Commerce, and a member of the Madison Historic Preservation Commission. Currently John serves on the Morristown-Beard School of Trustees and the Business Advisory Board of Hilltop Community Bank of Summit, New Jersey. John remains involved in numerous charitable organizations. John live in Madison, New Jersey with his wife, Sue, their son, Brian, who attends Fairfield University, and their daughter, Kelsey, who is a senior at Morristown-Beard School in Morristown, New Jersey. John's interests include spending time with his family, tennis, boating, skiing, relaxing at the Jersey Shore, and renovating his historic home.

	Janet S. Sherry, CFP® CERTIFIED FINANCIAL PLANNER™ professional 800.919.5010 ext. 333 Email: janet@jmegan.com As a CERTIFIED FINANCIAL PLANNER^TMprofessional, Janet's role is to help clients reach their goals by integrating all aspects of the financial planning process including investments, estate planning, tax planning and insurance into a successful life plan. Through continual client communication, life changes can be successfully integrated into the plan. Janet earned a BS Degree in Economics from Boston College and completed CFP course work at Adelphi University. She holds a Series 7 and 63 security license and a N.J. Insurance license. She brings a diversified financial services work experience to J.M. Egan Wealth Advisors, LLC including positions with the Federal Reserve Bank of New York, Edward Jones Investments, and The Bank of New York. Janet lives in Chester, New Jersey with her husband, Chris, and has three grown children.

	Mary A. Vaccarello CLIENT SERVICE MANAGER 800.919.5010 ext. 316 Email: mary@jmegan.com Mary has been working with the firm since 2008 as Benefits & Client Service Manager. She handles special projects, and acts as a liason between numerous insurance carriers and our broad client base. She is responsible for client service and communications. Mary earned a BS Degree in Accounting from the School of Business at Villanova University. She has a diversity of experience, including previous positions with Deloitte Touche, Prudential Insurance, American Cyanamid Corporation, and Lederle Laboratories. Mary also was recognized as a distinguished sales executive for At Home America for many years and was named top salesperson in the Nation. Mary lives in Basking Ridge with her husband, Dominic, and their son, Andrew, who attends Virginia Polytechnic Institute, their daughter, Lauren, who is a senior in high school, and their son, David, who is in 6th grade. She enjoys entertaining, cooking, reading, and spending time with her family and friends.

Jennifer Glogolich
ADMINISTRATIVE ASSISTANT
800.919.5010 ext. 310
Email: jennifer@jmegan.com

Jennifer has been with J.M. Egan Wealth Advisors since January, 2009. Her role as Administrative Assistant is one which covers a variety of responsibilities including client communications, meeting preparation, maintenance of client databases, assisting John and Janet with client requests, and the many office duties in between.

Jennifer is a life long resident of Chatham. She now resides there with her husband Pete, their three children Matt, Melinda, and Mike, and their dog, Ozzy. She enjoys reading, spending time with her family and friends, and vacationing on the Outer Banks of North Carolina.

About Us