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Welcome to the SPECIAL NEEDS FUNDING COACH!

The Special Needs Community has been my primary focus for decades.Too often, the answers to “What will happen to my Special Needs dependent when I’m gone?”are focused around legal documents, government programs, and adult/transition programs. While these things are very important, families and professionals don’t know how to financially plan to:

  • RETAIN GOVERNMENT BENEFIT ELIGIBILITY
  • PROVIDE A LIFETIME OF CARE THAN ENSURES THE QUALITY OF LIFE FOR THEIR CHILD WITH SPECIAL NEEDS OR SPECIAL NEEDS DEPENDENT
  • SECURELY PLAN FOR THEIR SPECIAL NEEDS DEPENDENT WITHOUT HAVING TO SACRIFICE THEIR RETIREMENT TO DO IT!

The fact is, it is not their fault. No one has shown them how! That is where Special Needs Funding Coach comes in. With our PRACTICAL, PROFESSIONAL, PLANNING (P3 approach) we show families regardless of their economic status, how to help make the most of their resources.

Our Mission

Our mission is simple. Provide resources, answers and expertise for Funding Special Needs Life Planning! Thirty-plus years ago, DONALD T. BROWN, ChFC®,ChSNC®,CASL and Special Needs Funding Coach Founder, became a Financial Advisor. Through his family and personal experience, he quickly realized there were no easy answers when it involved caring for, educating, and supporting Special Needs Dependents. When it came to long range planning, there was no one place where families’ primary concerns could be addressed.

Things like:

  • WHERE WILL MY CHILD LIVE?
  • HOW MUCH WILL BE ADEQUATE TO PROVIDE FOR THEIR QUALITY OF LIFE
  • WHO WILL LOOK OUT FOR THEIR BEST INTERESTS AND HOW DO I HELP THEM TO BEST CARED FOR HIM OR HER AS I DO?
  • WILL MY DEPENDENT BE HAPPY, HEALTHY AND SECURE?

By providing a source for guidance and details for all of these questions in one place, we can help so many families and professionals properly care for our Special Needs community.

Our Team 


J Jeffrey McAteer
Financial Advisor
Registered Representative,
Investment Adviser Representative, Equity Services, Inc.


Qualification & Personal Information

  • Over 21 years of experience in the Financial Industry
  • Licensed to offer Life & Health Insurance, Investments and Securities Products
  • Completed FINRA Series 6,7,63 and 65 registrations
  • Served in the United States Marine Corps 

Mission Statement

I am dedicated to providing complete financial solutions, specifically focused on

individuals, families, and business owners to help them achieve financial

security and freedom.

I work with a team of specialists to provide you with complete financial resources, and

together we will create an integrated and customized solution to successfully help fulfill

all your goals and objectives.

You benefit from my commitment, expertise, and personal focus.  My goal is to

enrich the quality of your life by helping you not only achieve your financial goals,

but protect your income, your family, and your legacy at every stage of your life.


Jeffrey is Life Licensed and offers insurance in the following in DE,FL,MD,NJ,NC,PA,VA

J Jeffrey McAteer is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in DE,FL,MD,NJ,OH,PA,VA




Charles Melita
Financial Services Professional

Professional Specialties
• ASSET PROTECTION STRATEGIES • BUSINESS SUCCESSION STRATEGIES
• LIFE INSURANCE • LEGACY PLANNING
• DISABILITY INCOME PROTECTION • LONG TERM CARE STRATEGIES
• HEALTH BENEFIT SOLUTIONS • ESTATE & ELDERCARE STRATEGIES
• EXECUTIVE BENEFITS • RISK MANAGEMENT PROGRAMS
• TAX REDUCTION STRATEGIES • RETIREMENT STRATEGIES



Professional Qualifications and Experiences

  • Maintains Strong Centers of Influence With Accountants, Attorneys, Financial Representatives and Various Industry Leaders
  • Member Million Dollar Round Table (MDRT), Indistry Benchmark based on Sales Excellence among Insurance Professionals
  • Presidents Club Recipient - Presented by National Life Insurance Company, Montpelier, VT based on sales criteria
  • The Strategic Coach and the Entrepreneurs & Growth Course
  • Full circle Commitment of Education and Charitable Giving are the Centerpieces of My Practice

Memberships and Community Service

  • Eastern Monmouth County Area Chamber of Commerce, Past Board of Directions
  • Member Exit Planning Exchange
  • Member Hackensack Meridian Health (HMH) Community Advisory Committee
  • HMH Community Chair, Community of Life Savers Program, Bringing CPR/AED Training and Awareness to Area High Schools
  • Received American Heart Association's Humanitarian Award for Leadership in CPR/AED Training Awareness
  • Earned Life Force USA "Chain of Survival" Award for CPR Training
  • Received 2015 American Heart Association's NJ American Heart Saver Award
  • Recognized as NJ Biz "Healthcare Hero" 2015 Finalist for Education in CPR
  • Testified Before NJ Senate Advocating Mandatory CPR Training in NJ High Schools, Leading to Bill Being Signed into Law

Charles Melita is insurance licensed in the following states: PA,NJ,NY,MD



NICO RIVERSO, CFP®
Financial Advisor
Financial Service Representative

Nico Riverso, CFP® is a seasoned investment and retirement planning professional. Nico is committed to providing families and business owners with assistance and lifelong resources towards building their financial freedom.


A resident of East Hanover, Nico began his financial services career in 1993 where he spent his first years working for two leading financial planning companies.


In 2001, Nico moved into the role of Agency Director and successfully led a unit of high-performing financial representatives. Stepping away in 2006 from his formal leadership position, Nico focused his energy on building his financial planning practice but continues to mentor junior associates.


Over Nico’s 26-year financial services career, he has been the recipient of numerous industry awards such as: a four-time Management Leaders Conference qualifier, three-time Top 25 Agency Director, and a Platinum & Leaders Conference qualifier.1


Residing in East Hanover with his wife and three children, Nico is also an active Board Member of Team 94 – a non-profit organization dedicated to the integration of all special needs children and young adults into our communities through social, economic and financial programs and resources. Nico is also actively involved in the autism community through Autism NJ, Autism Speaks and EPIC, an educational program for autistic children.


Nico Riverso is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in AZ, CO, CT, DE, FL, GA, MA, NC, NJ, NY, OH, OK, PA, SC, TX, VA, VT

1Awards and membership is based on sales criteria.

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