The Home Team

Serving clients on the East Coast.

Honest and Transparent Financial Advice

When you work with a Journey advisor, you tap into a relationship that helps you think about money the way you were meant to – as a way to fuel your passions, support your goals, and live confidently knowing that you have someone else watching out for your best interests.

SCHEDULE A MEETING

Advisors

Mike Brown

Advisor, Partner

Brian Flynn

Advisor, Partner

John Solik

Financial Advisor, Managing Director

Operations

Amanda Pasquale

Investment Operations Manager

Ryan Simpson

Operations Associate

Karen Samuels

Investment Operations Manager

Investments

Cody Capobianco

Investment Analyst

Mark Lebida, CFA®

Managing Director, Investments

Jason Sangekar, CFA®

Managing Director, Capital Markets

OUR VALUES

We’re driven by a core set of principles that guide our business decision-making, our actions with you, and the way we support each other within our team.

HONESTY

COMMUNITY

EQUALITY

FAIRNESS

COMMUNICATION

FAMILY

ACCESS

Big Firm Service. Small Team Feel.

We give each client individual attention that is well-researched and actually impacts your life for the better.

Everyone you’ll interact with here is someone who lives by our core values: honesty, communication, and family.

CONTACT US

Address: 104 Summit Avenue Summit, NJ 07901

Phone: (201) 905-0070