Meet the Team - NJ/NY based | BPP Wealth Solutions

Team

Our Team

Our highly qualified team provides comprehensive financial services for our clients. With our experience in financial planning, wealth management, risk solutions, tax planning, retirement income strategies and estate planning, we can meet your needs.

Debra Schatzki, CFP®, CLU, AEP

Founder / Principal

Alyssa McMahon

Managing Director / Security Income Planner

Kelly Pearce

Senior Investment Services Manager

Linda Kalata

Senior Vice President of Operations

Kelsey Fitzsimmons

Client Relationship and Insurance Service Manager

Denise Weidman

Bookkeeper / Family Office Management

Tracy Salomon Goldenberg

Certified Financial Planner

Laura Lee Flanagan

General Counsel

Allison Jaffe

Chief Compliance Officer

Strategic Partners

BPP has strategically aligned themselves with independent partners and industry experts, some of which are listed below.

Oliver Luxxe Assets

Independent Portfolio Manager

Second-generation portfolio managers providing customized portfolios with a commitment to our clients’ individual goals whether it be to maximize cash flow and safety or provide maximum growth and return.

Mutual Securities

Broker/Dealer and Investment Advisory Platform

An independent broker dealer who primarily works with independent wealth managers to provide an array of annuities and other alternative investment vehicles to complement our client portfolios.

AgencyOne

Independent Insurance Advisory and Consulting

A team of top industry professionals who work exclusively with 100 advisors to provide our clients the best professional expertise to design and solve insurance and advanced planning needs.

SECURITY INCOME PLAN^®

YOUR FUTURE SIP

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