Team
Anna brings a wealth of experience in customer service and administration to the position of Administrative Assistant here at Vallum Wealth. Anna holds a BS in Management and Organizational Skills from Rider University. She prides...
Bobby Koch
CFO Consultant
Bobby supports the team by providing actionable financial insights and analysis to drive more efficiency for the practice and higher quality outcomes for clients.
Gregory Merlino, MSFS, CFP®, RICP® specializes in consulting clients on investments, retirement income planning, and income/estate tax strategies. Greg graduated from Rider University in 1980 with a Bachelor....
Karen joined the firm as Operations Manager in 2014 and brings with her a wealth of extensive customer service and management experience. Karen has always appreciated the value of working for an honest and ethical company and is...
Michelle brings 17+ years of operational experience to our firm. Her professionalism, strong work ethic, and expertise supporting our team are a great asset. She prides herself on customer service, problem-solving and her desire to...
Throughout his career, Ryan has sought to provide the highest quality of advice, founded in professional experience. Joining what is now Ameriprise Financial in 2003, Ryan honed and developed his...