200 Schulz Drive
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:
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 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.
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.
J Jeffrey McAteerFinancial AdvisorRegistered Representative,Investment Adviser Representative, Equity Services, Inc.
As a United States Marine, Jeff served at Camp David under Presidents George H. W. Bush and William J. Clinton. Jeff combines his military service with more than 22 years of experience in the financial industry.
Along with his life and health licenses, Jeff has completed his FINRA Series 6, 7, 63, and 65 registrations. His commitment to excellence, expertise, and personal focus allows the Special Needs Funding Coach team to provide integrated and customized solutions for families and the professionals who serve them.
Jeff lives in Toms River with his spouse Janel and children, Julianna and Jack.
Jeffrey is life-licensed and offers insurance in the following states: DE, FL, MD, NJ, PA, and VA.
Jeffrey McAteer is a registered representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in DE, FL, MD, NJ, OH, PA, and VA.
Charles MelitaFinancial 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
Memberships and Community Service
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, PA, SC, TX, VA, VT
1Awards and membership is based on sales criteria.