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Planning should be about more than investment returns. Along with coordinated planning and investment management, we steer clients toward Aligning Life & Wealth®.
Through our Alignment Index™, we quantify gains in the parts of life that create lasting happiness.
Our Approach
As independent financial stewards, our advice is objetive, our process is transparent, and our solutions serve client’s best interest.
Leveraging a multi-faceted team, we deliver holistic, multi-family-office solutions and guidance.
We focus on deeply understanding client needs in order to deliver tailored solutions with hands-on, dedicated service.
We strive to ancitipate client needs before they arise through ongoing dialogue.
He was also dedicated to his work as a dentist and to provide for his family. He operated as a one-man practice, playing the roles of receptionist, hygienist, and bookkeeper. But the fear of the unknown prevented him from getting the help he really needed.
My father’s commitment to his family and profession sheltered us from the realities of his financial insecurity. But as in many families, moments of unease would sometimes disrupt that childhood sense of comfort. I have memories of watching him wait for patients’ checks to arrive to the house so that he could pay our bills. I particularly remember having to come home five days early from a family camping trip because we ran out of spending money. While my father protected and provided for us, those small moments of unexpected pressure filled me with angst, worrying about the depth of his burden and what it could mean for our family.
I never had a grandiose plan to work in financial planning as a result of those childhood experiences. But I soon realized that this career allowed me to alleviate the unease I experienced as a kid. I could give the help and guidance that people like my father never sought. My goal became to ensure that every family I worked with would never face that insecurity. My dad never had anyone to help to align his life and wealth or achieve the comfort that I’m now dedicated to achieving for my clients. He deserved that. We all do. For ourselves and for our families. And we don’t need to do it alone.
Michael Conway
Founder
Our History
Since 1984, Conway Wealth has worked with families to provide the right guidance and services to build and sustain generational wealth, and more importantly, strong relationships and long-term happiness.
Our History
Since 1984, Conway Wealth has worked with families to provide the right guidance and services to build and sustain generational wealth, and more importantly, strong relationships and long-term happiness.
Our Team
Our team members and advisors have deep investment, estate, tax, and insurance planning expertise to serve clients’ complex needs.
Michael Conway, ChFC®
Michael Conway is founder and CEO of Conway Wealth Group, a premier, independent financial planning and advisory group. He is also a shareholder of Summit Financial, LLC.
As a successful and well-respected financial advisor, Michael has spent more than 30 years building his practice and providing clients with specialized solutions that blend financial and estate planning strategies with open architecture investment management.
Michael’s high net worth clients include successful entrepreneurs, corner office executives, CEOs, CFOs, Wall Street professionals, professional athletes, and others, all with significant wealth tied to their businesses or employers. Michael’s process focuses on leading clients toward Aligning Life & Wealth by focusing not just on investment gains, but the important parts of life that create lasting happiness for families.
Michael is a member of the Financial Planning Association and has earned Chartered Financial Consultant® credentials. In addition, Michael is frequently looked to as an expert in financial news media and has been featured in various publications, including Barron’s, the Wall Street Journal, Investment News, and Investor’s Business Daily, among others. He was also named one of the 100 Most Influential Advisors by Investopedia.
Michael has three children and lives in New Jersey with his wife, Leslie, and dog, Leo. He enjoys church, backpacking, scuba diving, and horseback riding.
Check the background of this investment professional on FINRA's BrokerCheck.
Zachary Conway is managing director of Conway Wealth Group.
With more than nine years of experience in the financial industry, Zachary oversees business operations and strategy for the practice. In addition, Zachary works directly with clients to provide ongoing advice and financial planning guidance. Zachary also writes on important industry topics with various media outlets and as a contributor for Forbes.
Zachary graduated from Gettysburg College with a degree in Economics. He currently lives in Bernardsville, New Jersey with his wife, Meghan, and daughter, Cora. He enjoys fly fishing, scuba diving, golf, traveling, and writing.
Check the background of this investment professional on FINRA's BrokerCheck.
Gary Matthews has been providing financial services to clients since 1979, when he joined one of the large international accounting firms. He became a licensed CPA in 1981 and a tax and financial planning manager in the firm in 1983. Later, he became a partner and the Head of Tax for a regional CPA firm in Albany, NY. Since 2000, he has been a financial advisor working with individuals, small businesses, not-for-profit and religious organizations specializing in socially responsible investing (SRI) and ESG investing strategies, helping his clients employ their values directly in the construction and management of their investment portfolios.Gary holds a variety of undergraduate and graduate college degrees, including an MS in Accounting from the University of New York at Albany, and a PhD in Ethics from Union Theological Seminary in New York City.Gary lives in Madison, NJ with his wife, Lisa, and they have two grown sons and two lovely granddaughters. Gary has always enjoyed physical activities and is an experienced meditator. He has practiced the Yang form of Tai Chi and TM® Meditation for over four decades, and is a retired 3rd degree black belt in traditional moo doe, Oom Yung Doe style.
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Certifications: ChFC®, American College
Licenses: SIE, Series 7, 63, 66, and 55
As a designated Charter Financial Consultant Michael brings over two decades of experience in the financial services industry to Conway Wealth Group.
Using a holistic approach, Michael works with closely held businesses, senior corporate executives and Wall Street professionals helping them properly evaluate their needs and implement strategies to protect their futures.
Michael holds a BA from the University of Maryland, and ChFC® from American College.
Michael and his wife, Jodi live in Berkeley Heights NJ with their two boys.
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Licenses: SIE, Series 7, 6, 63, 66, and 26
As a successful and well-respect financial advisor, Michael brings over 30 years of wealth management and financial planning experience to Conway Wealth Group.
Using a holistic approach, Michael creates a personalized plan integrating all aspects of a client’s unique goals and objectives. Utilizing a deep bench of legal, tax, and financial planning experts, Michael places YOU at the center of your planning.
Michael develops a deep understanding of clients’ financial goals and objectives and integrates excellent firm expertise and cutting-edge technology to maximize the client experience for families and business owners alike.
Michael resides in Monmouth County, NJ and has two children. He enjoys spending time with his kids and friends while being a surf fishing and running enthusiast.
Check the background of this investment professional on FINRA's BrokerCheck.
Charlie Cernosia is a registered financial advisor and Managing Director at Conway Wealth Group. As an advisor within our organization, Charlie will continue to deliver outstanding advice and service to his clients.
A CFA® Charterholder with more than 20 years of experience in the financial services industry, Charlie most recently led a team of foreign exchange options traders for HSBC in Hong Kong and was global head of the Yen book. His previous experience includes trading and management roles for Deutsche Bank, Lehman Brothers, and Citigroup in London, New York and Singapore.
Charlie received his MBA from the University of Chicago Booth School of Business and his undergraduate degree in economics from Stanford University.
Charlie resides in Morris County, NJ. He has been married for over 20 years and has two sons in college and a daughter in high school.
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Jonathan Strelec is Head of Portfolio Management with Conway Wealth Group, specializing in market analysis and portfolio implementation. A CFA® charterholder, Jon works closely with clients on asset allocation and provides the team with market commentary, updates, and projections. He has over eight years of experience in the financial services industry.
Jonathan graduated from the University of Delaware with a degree in Finance. He lives in Morris Plains, New Jersey with his wife, Emily. His interests include guitar, ice hockey and traveling.
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Neil Cashes, CFP® is an Associate Wealth Advisor with Conway Wealth Group. He began his career in financial services in 2013. Neil has experience in all aspects of financial planning working closely with clients on budget and cash flow analysis, retirement planning, asset allocation, and insurance planning solutions. He holds his Series 6, Series 63, Series 7, and Series 66 securities licenses in New Jersey as well as his Life and Health insurance licenses in various states. He also holds his CFP® designation.
Neil played college baseball at Drew University. He currently resides in Tinton Falls, New Jersey with his wife, Katie. His interests include, baseball, ice hockey, the beach, and traveling.
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Kenneth Silva Ballard has gathered invaluable training from his family’s financial planning business, Ballard Associates, in Farmington CT. Entering the business partly due to his grandmother, Edna Lou C. Ballard’s passing in 2014. At her request, he acquired his brokerage licenses to secure the family business, which she founded in 1979. Prior to finance, Ken’s focus has always been on sustainability. Working for over a decade as a chef and member of SlowFoodUSA, Ken was opening farm to table restaurants and advocating for local and sustainable food systems across the country. Earning a degree in Sustainable Business while running a professional kitchen in Hartford CT, Ken realized the potential for investing in sustainable systems and made the transition from chef to Financial Advisor in 2014, becoming a broker for Cambridge Investment Research. Following his grandfather’s retirement, Ken made the move to SRI Investing LLC in NYC, where his focus was solely in socially responsible and sustainable investment strategies for socially and ecologically conscious people and organizations. He follows technology closely to implement advancements and systems to better the client/advisor relationship. Ken holds his Certified Socially Responsible Investing Counselor (CSRIC) designation.Ken’s disciplined in meditation and ceremony with the indigenous traditions of the Lakota, Maya, Andean, and the Shipibo-Conibo of Peru. He provides his service as a chef to these ceremonial traditions. Ken is a student of Black Dragon Kung Fu and practices incorporating these teachings into all areas of life.
Check the background of this investment professional on FINRA's BrokerCheck.
Kim Kushel is the Director of Operations for the Conway Wealth Group.
Kim has worked in the financial services industry for more than 25 years. Her specialization in client services and operations means that she has the knowledge to provide the five-star service Conway Wealth Group clients deserve and have come to expect.
Kim’s responsibilities include scheduling appointments, coordinating and preparing for client review meetings, monitoring and implementing account changes, providing assistance on investment reports and preparing tax packages.
Kim earned a degree in Consumer Economics from the University of Delaware. She and her husband, Scott, live in Livingston, New Jersey with their three children and two dogs. Kim was born in Baltimore, Maryland and is an Orioles and Ravens fan, as well as a Giants and Yankees fan. In her free time, Kim enjoys spending time with her family, going to the gym, reading and attending concerts.
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Ken Kovacs is Director of Client Services for Conway Wealth Group.
Ken is responsible for delivering a concierge client service experience to the successful entrepreneurs, c-level executives, Wall Street professionals, and professional athletes that compose the practice’s private client group. He solves any account related problems clients may have by administering trade requests, preparing client review meetings, coordinating insurance premiums and investment reports, preparing tax packages, and providing bill paying services.
Ken brings 23 years of experience to the practice. Since 1995, Ken has worked in financial services marketing and client service for Fortune 500 companies like New York Life, PricewaterhouseCoopers, and MassMutual. He holds a Life & Health insurance license for both New Jersey and Pennsylvania. Ken also holds the Certified Family Business Specialist (CFBS) designation from the American College, a nine credit Masters Level certificate program that focuses on the inner workings and challenging dynamics of family-owned businesses and small, closely held corporations.
In his spare time, Ken enjoys hiking, target shooting, close-up magic, and going to comedy clubs and water parks with his wife and two daughters.
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Jake Piasecki is Director of Business Development with Conway Wealth Group.
Following more than six years in the pharmaceutical advertising industry, Jake is responsible for creating and maintaining high net worth client relationships. In addition to the implementation of business development strategy, Jake assists in providing strategic direction for CWG’s marketing of financial planning services and social media efforts.
Jake graduated from Quinnipiac University with a degree in English/Legal Studies. He currently lives in Jersey City, New Jersey. He enjoys playing music, hiking, fly fishing, skiing, golf, and traveling.
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Susan, a FINRA licensed Series 6 and Series 63 holder with Purshe Kaplan Sterling Investments (PKS) and 20-year veteran of Summit Financial Resources, the predecessor firm to Summit Financial, LLC, has joined Conway Wealth Group as operations specialist. After studying business administration at William Paterson University, Susan started her career with Summit Financial Resources, Inc. in the compliance department where she served as a compliance specialist for 10 years where she worked directly with the president and chief compliance officer of Summit Financial Resources, Inc. and Summit Equities, Inc.
After learning the nuances of the wealth advisory business, Susan transitioned to 10 additional years as Executive Administrative Assistant to John Pappadopoulos, co-Founder, and shareholder of Summit Equities, Inc and Summit Risk Management, Inc.
Susan currently resides in Caldwell, NJ, with her daughter Maria, son Anthony, and their dog Tracer. In her free time, Susan enjoys traveling, exercising, and cooking.
Summit Financial, LLC, a SEC registered investment advisor established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all of their investment advisory and financial planning business.
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Laurie has been affiliated with Summit Financial, LLC and its affiliates for over 30 years, providing outstanding support to both partners and high-net-worth clients alike.
As an executive administrative assistant to Summit Financials’ Frank Araneo for over 20 years and Kevin Rex for 10 years, Laurie has experience and expertise handling all aspects of client engagement.
Laurie has two children, Lindsey and Garrett, and resides in New Jersey with her husband, John and dog, Cooper. In her free time, she enjoys biking, baking, and playing board games with her family.
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Linda Yacus has recently joined the Conway Wealth Group as operations specialist after being the administration manager for John Pappadopoulos, co-Founder, and shareholder of Summit Equities, Inc and Summit Risk Management, Inc., for over 35 years.
Her extensive background has enabled her to serve all aspects of client needs on a day-to-day basis.
Linda earned a degree in Business Administration from Seton Hall University. She lives in Hillsborough, New Jersey, and enjoys gardening, scrapbook/card designing, reading, and travel.
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Nancy Chung is currently a Client Services Consultant for the Conway Wealth Group.
After almost 20 years as the Director of Client Services with our team, Nancy has retired. However, she will be available as a consultant.
With 25 years of experience in the financial services industry, Nancy plays an integral role in Conway Wealth Group’s concierge service strategy. She acts as a liaison to contact banks and mortgage brokers ensure competitive rates and terms when clients have loan or mortgage needs. She also provides transaction and client service support and advice on bill paying as such requests arise.
Nancy earned a degree in Business Administration at the University of California-Berkeley. She lives in Chatham, New Jersey and enjoys hiking, camping, art, and travel.
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Michael Conway, ChFC®
Michael Conway is founder and CEO of Conway Wealth Group, a premier, independent financial planning and advisory group. He is also a shareholder of Summit Financial, LLC.
As a successful and well-respected financial advisor, Michael has spent more than 30 years building his practice and providing clients with specialized solutions that blend financial and estate planning strategies with open architecture investment management.
Michael’s high net worth clients include successful entrepreneurs, corner office executives, CEOs, CFOs, Wall Street professionals, professional athletes, and others, all with significant wealth tied to their businesses or employers. Michael’s process focuses on leading clients toward Aligning Life & Wealth by focusing not just on investment gains, but the important parts of life that create lasting happiness for families.
Michael is a member of the Financial Planning Association and has earned Chartered Financial Consultant® credentials. In addition, Michael is frequently looked to as an expert in financial news media and has been featured in various publications, including Barron’s, the Wall Street Journal, Investment News, and Investor’s Business Daily, among others. He was also named one of the 100 Most Influential Advisors by Investopedia.
Michael has three children and lives in New Jersey with his wife, Leslie, and dog, Leo. He enjoys church, backpacking, scuba diving, and horseback riding.
Check the background of this investment professional on FINRA's BrokerCheck.
Zachary Conway is managing director of Conway Wealth Group.
With more than nine years of experience in the financial industry, Zachary oversees business operations and strategy for the practice. In addition, Zachary works directly with clients to provide ongoing advice and financial planning guidance. Zachary also writes on important industry topics with various media outlets and as a contributor for Forbes.
Zachary graduated from Gettysburg College with a degree in Economics. He currently lives in Bernardsville, New Jersey with his wife, Meghan, and daughter, Cora. He enjoys fly fishing, scuba diving, golf, traveling, and writing.
Check the background of this investment professional on FINRA's BrokerCheck.
Gary Matthews has been providing financial services to clients since 1979, when he joined one of the large international accounting firms. He became a licensed CPA in 1981 and a tax and financial planning manager in the firm in 1983. Later, he became a partner and the Head of Tax for a regional CPA firm in Albany, NY. Since 2000, he has been a financial advisor working with individuals, small businesses, not-for-profit and religious organizations specializing in socially responsible investing (SRI) and ESG investing strategies, helping his clients employ their values directly in the construction and management of their investment portfolios.Gary holds a variety of undergraduate and graduate college degrees, including an MS in Accounting from the University of New York at Albany, and a PhD in Ethics from Union Theological Seminary in New York City.Gary lives in Madison, NJ with his wife, Lisa, and they have two grown sons and two lovely granddaughters. Gary has always enjoyed physical activities and is an experienced meditator. He has practiced the Yang form of Tai Chi and TM® Meditation for over four decades, and is a retired 3rd degree black belt in traditional moo doe, Oom Yung Doe style.
Check the background of this investment professional on FINRA's BrokerCheck.
Certifications: ChFC®, American College
Licenses: SIE, Series 7, 63, 66, and 55
As a designated Charter Financial Consultant Michael brings over two decades of experience in the financial services industry to Conway Wealth Group.
Using a holistic approach, Michael works with closely held businesses, senior corporate executives and Wall Street professionals helping them properly evaluate their needs and implement strategies to protect their futures.
Michael holds a BA from the University of Maryland, and ChFC® from American College.
Michael and his wife, Jodi live in Berkeley Heights NJ with their two boys.
Check the background of this investment professional on FINRA's BrokerCheck.
Licenses: SIE, Series 7, 6, 63, 66, and 26
As a successful and well-respect financial advisor, Michael brings over 30 years of wealth management and financial planning experience to Conway Wealth Group.
Using a holistic approach, Michael creates a personalized plan integrating all aspects of a client’s unique goals and objectives. Utilizing a deep bench of legal, tax, and financial planning experts, Michael places YOU at the center of your planning.
Michael develops a deep understanding of clients’ financial goals and objectives and integrates excellent firm expertise and cutting-edge technology to maximize the client experience for families and business owners alike.
Michael resides in Monmouth County, NJ and has two children. He enjoys spending time with his kids and friends while being a surf fishing and running enthusiast.
Check the background of this investment professional on FINRA's BrokerCheck.
Charlie Cernosia is a registered financial advisor and Managing Director at Conway Wealth Group. As an advisor within our organization, Charlie will continue to deliver outstanding advice and service to his clients.
A CFA® Charterholder with more than 20 years of experience in the financial services industry, Charlie most recently led a team of foreign exchange options traders for HSBC in Hong Kong and was global head of the Yen book. His previous experience includes trading and management roles for Deutsche Bank, Lehman Brothers, and Citigroup in London, New York and Singapore.
Charlie received his MBA from the University of Chicago Booth School of Business and his undergraduate degree in economics from Stanford University.
Charlie resides in Morris County, NJ. He has been married for over 20 years and has two sons in college and a daughter in high school.
Check the background of this investment professional on FINRA's BrokerCheck.
Jonathan Strelec is Head of Portfolio Management with Conway Wealth Group, specializing in market analysis and portfolio implementation. A CFA® charterholder, Jon works closely with clients on asset allocation and provides the team with market commentary, updates, and projections. He has over eight years of experience in the financial services industry.
Jonathan graduated from the University of Delaware with a degree in Finance. He lives in Morris Plains, New Jersey with his wife, Emily. His interests include guitar, ice hockey and traveling.
Check the background of this investment professional on FINRA's BrokerCheck.
Neil Cashes, CFP® is an Associate Wealth Advisor with Conway Wealth Group. He began his career in financial services in 2013. Neil has experience in all aspects of financial planning working closely with clients on budget and cash flow analysis, retirement planning, asset allocation, and insurance planning solutions. He holds his Series 6, Series 63, Series 7, and Series 66 securities licenses in New Jersey as well as his Life and Health insurance licenses in various states. He also holds his CFP® designation.
Neil played college baseball at Drew University. He currently resides in Tinton Falls, New Jersey with his wife, Katie. His interests include, baseball, ice hockey, the beach, and traveling.
Check the background of this investment professional on FINRA's BrokerCheck.
Jake Piasecki is Director of Business Development with Conway Wealth Group.
Following more than six years in the pharmaceutical advertising industry, Jake is responsible for creating and maintaining high net worth client relationships. In addition to the implementation of business development strategy, Jake assists in providing strategic direction for CWG’s marketing of financial planning services and social media efforts.
Jake graduated from Quinnipiac University with a degree in English/Legal Studies. He currently lives in Jersey City, New Jersey. He enjoys playing music, hiking, fly fishing, skiing, golf, and traveling.
Check the background of this investment professional on FINRA's BrokerCheck.
Michael Conway, ChFC®
Michael Conway is founder and CEO of Conway Wealth Group, a premier, independent financial planning and advisory group. He is also a shareholder of Summit Financial, LLC.
As a successful and well-respected financial advisor, Michael has spent more than 30 years building his practice and providing clients with specialized solutions that blend financial and estate planning strategies with open architecture investment management.
Michael’s high net worth clients include successful entrepreneurs, corner office executives, CEOs, CFOs, Wall Street professionals, professional athletes, and others, all with significant wealth tied to their businesses or employers. Michael’s process focuses on leading clients toward Aligning Life & Wealth by focusing not just on investment gains, but the important parts of life that create lasting happiness for families.
Michael is a member of the Financial Planning Association and has earned Chartered Financial Consultant® credentials. In addition, Michael is frequently looked to as an expert in financial news media and has been featured in various publications, including Barron’s, the Wall Street Journal, Investment News, and Investor’s Business Daily, among others. He was also named one of the 100 Most Influential Advisors by Investopedia.
Michael has three children and lives in New Jersey with his wife, Leslie, and dog, Leo. He enjoys church, backpacking, scuba diving, and horseback riding.
Check the background of this investment professional on FINRA's BrokerCheck.
Zachary Conway is managing director of Conway Wealth Group.
With more than nine years of experience in the financial industry, Zachary oversees business operations and strategy for the practice. In addition, Zachary works directly with clients to provide ongoing advice and financial planning guidance. Zachary also writes on important industry topics with various media outlets and as a contributor for Forbes.
Zachary graduated from Gettysburg College with a degree in Economics. He currently lives in Bernardsville, New Jersey with his wife, Meghan, and daughter, Cora. He enjoys fly fishing, scuba diving, golf, traveling, and writing.
Check the background of this investment professional on FINRA's BrokerCheck.
Gary Matthews has been providing financial services to clients since 1979, when he joined one of the large international accounting firms. He became a licensed CPA in 1981 and a tax and financial planning manager in the firm in 1983. Later, he became a partner and the Head of Tax for a regional CPA firm in Albany, NY. Since 2000, he has been a financial advisor working with individuals, small businesses, not-for-profit and religious organizations specializing in socially responsible investing (SRI) and ESG investing strategies, helping his clients employ their values directly in the construction and management of their investment portfolios.Gary holds a variety of undergraduate and graduate college degrees, including an MS in Accounting from the University of New York at Albany, and a PhD in Ethics from Union Theological Seminary in New York City.Gary lives in Madison, NJ with his wife, Lisa, and they have two grown sons and two lovely granddaughters. Gary has always enjoyed physical activities and is an experienced meditator. He has practiced the Yang form of Tai Chi and TM® Meditation for over four decades, and is a retired 3rd degree black belt in traditional moo doe, Oom Yung Doe style.
Check the background of this investment professional on FINRA's BrokerCheck.
Certifications: ChFC®, American College
Licenses: SIE, Series 7, 63, 66, and 55
As a designated Charter Financial Consultant Michael brings over two decades of experience in the financial services industry to Conway Wealth Group.
Using a holistic approach, Michael works with closely held businesses, senior corporate executives and Wall Street professionals helping them properly evaluate their needs and implement strategies to protect their futures.
Michael holds a BA from the University of Maryland, and ChFC® from American College.
Michael and his wife, Jodi live in Berkeley Heights NJ with their two boys.
Check the background of this investment professional on FINRA's BrokerCheck.
Licenses: SIE, Series 7, 6, 63, 66, and 26
As a successful and well-respect financial advisor, Michael brings over 30 years of wealth management and financial planning experience to Conway Wealth Group.
Using a holistic approach, Michael creates a personalized plan integrating all aspects of a client’s unique goals and objectives. Utilizing a deep bench of legal, tax, and financial planning experts, Michael places YOU at the center of your planning.
Michael develops a deep understanding of clients’ financial goals and objectives and integrates excellent firm expertise and cutting-edge technology to maximize the client experience for families and business owners alike.
Michael resides in Monmouth County, NJ and has two children. He enjoys spending time with his kids and friends while being a surf fishing and running enthusiast.
Check the background of this investment professional on FINRA's BrokerCheck.
Charlie Cernosia is a registered financial advisor and Managing Director at Conway Wealth Group. As an advisor within our organization, Charlie will continue to deliver outstanding advice and service to his clients.
A CFA® Charterholder with more than 20 years of experience in the financial services industry, Charlie most recently led a team of foreign exchange options traders for HSBC in Hong Kong and was global head of the Yen book. His previous experience includes trading and management roles for Deutsche Bank, Lehman Brothers, and Citigroup in London, New York and Singapore.
Charlie received his MBA from the University of Chicago Booth School of Business and his undergraduate degree in economics from Stanford University.
Charlie resides in Morris County, NJ. He has been married for over 20 years and has two sons in college and a daughter in high school.
Check the background of this investment professional on FINRA's BrokerCheck.
Kenneth Silva Ballard has gathered invaluable training from his family’s financial planning business, Ballard Associates, in Farmington CT. Entering the business partly due to his grandmother, Edna Lou C. Ballard’s passing in 2014. At her request, he acquired his brokerage licenses to secure the family business, which she founded in 1979. Prior to finance, Ken’s focus has always been on sustainability. Working for over a decade as a chef and member of SlowFoodUSA, Ken was opening farm to table restaurants and advocating for local and sustainable food systems across the country. Earning a degree in Sustainable Business while running a professional kitchen in Hartford CT, Ken realized the potential for investing in sustainable systems and made the transition from chef to Financial Advisor in 2014, becoming a broker for Cambridge Investment Research. Following his grandfather’s retirement, Ken made the move to SRI Investing LLC in NYC, where his focus was solely in socially responsible and sustainable investment strategies for socially and ecologically conscious people and organizations. He follows technology closely to implement advancements and systems to better the client/advisor relationship. Ken holds his Certified Socially Responsible Investing Counselor (CSRIC) designation.Ken’s disciplined in meditation and ceremony with the indigenous traditions of the Lakota, Maya, Andean, and the Shipibo-Conibo of Peru. He provides his service as a chef to these ceremonial traditions. Ken is a student of Black Dragon Kung Fu and practices incorporating these teachings into all areas of life.
Check the background of this investment professional on FINRA's BrokerCheck.
Kenneth Silva Ballard has gathered invaluable training from his family’s financial planning business, Ballard Associates, in Farmington CT. Entering the business partly due to his grandmother, Edna Lou C. Ballard’s passing in 2014. At her request, he acquired his brokerage licenses to secure the family business, which she founded in 1979. Prior to finance, Ken’s focus has always been on sustainability. Working for over a decade as a chef and member of SlowFoodUSA, Ken was opening farm to table restaurants and advocating for local and sustainable food systems across the country. Earning a degree in Sustainable Business while running a professional kitchen in Hartford CT, Ken realized the potential for investing in sustainable systems and made the transition from chef to Financial Advisor in 2014, becoming a broker for Cambridge Investment Research. Following his grandfather’s retirement, Ken made the move to SRI Investing LLC in NYC, where his focus was solely in socially responsible and sustainable investment strategies for socially and ecologically conscious people and organizations. He follows technology closely to implement advancements and systems to better the client/advisor relationship. Ken holds his Certified Socially Responsible Investing Counselor (CSRIC) designation.Ken’s disciplined in meditation and ceremony with the indigenous traditions of the Lakota, Maya, Andean, and the Shipibo-Conibo of Peru. He provides his service as a chef to these ceremonial traditions. Ken is a student of Black Dragon Kung Fu and practices incorporating these teachings into all areas of life.
Check the background of this investment professional on FINRA's BrokerCheck.
Kim Kushel is the Director of Operations for the Conway Wealth Group.
Kim has worked in the financial services industry for more than 25 years. Her specialization in client services and operations means that she has the knowledge to provide the five-star service Conway Wealth Group clients deserve and have come to expect.
Kim’s responsibilities include scheduling appointments, coordinating and preparing for client review meetings, monitoring and implementing account changes, providing assistance on investment reports and preparing tax packages.
Kim earned a degree in Consumer Economics from the University of Delaware. She and her husband, Scott, live in Livingston, New Jersey with their three children and two dogs. Kim was born in Baltimore, Maryland and is an Orioles and Ravens fan, as well as a Giants and Yankees fan. In her free time, Kim enjoys spending time with her family, going to the gym, reading and attending concerts.
Check the background of this investment professional on FINRA's BrokerCheck.
Ken Kovacs is Director of Client Services for Conway Wealth Group.
Ken is responsible for delivering a concierge client service experience to the successful entrepreneurs, c-level executives, Wall Street professionals, and professional athletes that compose the practice’s private client group. He solves any account related problems clients may have by administering trade requests, preparing client review meetings, coordinating insurance premiums and investment reports, preparing tax packages, and providing bill paying services.
Ken brings 23 years of experience to the practice. Since 1995, Ken has worked in financial services marketing and client service for Fortune 500 companies like New York Life, PricewaterhouseCoopers, and MassMutual. He holds a Life & Health insurance license for both New Jersey and Pennsylvania. Ken also holds the Certified Family Business Specialist (CFBS) designation from the American College, a nine credit Masters Level certificate program that focuses on the inner workings and challenging dynamics of family-owned businesses and small, closely held corporations.
In his spare time, Ken enjoys hiking, target shooting, close-up magic, and going to comedy clubs and water parks with his wife and two daughters.
Check the background of this investment professional on FINRA's BrokerCheck.
Jake Piasecki is Director of Business Development with Conway Wealth Group.
Following more than six years in the pharmaceutical advertising industry, Jake is responsible for creating and maintaining high net worth client relationships. In addition to the implementation of business development strategy, Jake assists in providing strategic direction for CWG’s marketing of financial planning services and social media efforts.
Jake graduated from Quinnipiac University with a degree in English/Legal Studies. He currently lives in Jersey City, New Jersey. He enjoys playing music, hiking, fly fishing, skiing, golf, and traveling.
Check the background of this investment professional on FINRA's BrokerCheck.
Susan, a FINRA licensed Series 6 and Series 63 holder with Purshe Kaplan Sterling Investments (PKS) and 20-year veteran of Summit Financial Resources, the predecessor firm to Summit Financial, LLC, has joined Conway Wealth Group as operations specialist. After studying business administration at William Paterson University, Susan started her career with Summit Financial Resources, Inc. in the compliance department where she served as a compliance specialist for 10 years where she worked directly with the president and chief compliance officer of Summit Financial Resources, Inc. and Summit Equities, Inc.
After learning the nuances of the wealth advisory business, Susan transitioned to 10 additional years as Executive Administrative Assistant to John Pappadopoulos, co-Founder, and shareholder of Summit Equities, Inc and Summit Risk Management, Inc.
Susan currently resides in Caldwell, NJ, with her daughter Maria, son Anthony, and their dog Tracer. In her free time, Susan enjoys traveling, exercising, and cooking.
Summit Financial, LLC, a SEC registered investment advisor established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all of their investment advisory and financial planning business.
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Laurie has been affiliated with Summit Financial, LLC and its affiliates for over 30 years, providing outstanding support to both partners and high-net-worth clients alike.
As an executive administrative assistant to Summit Financials’ Frank Araneo for over 20 years and Kevin Rex for 10 years, Laurie has experience and expertise handling all aspects of client engagement.
Laurie has two children, Lindsey and Garrett, and resides in New Jersey with her husband, John and dog, Cooper. In her free time, she enjoys biking, baking, and playing board games with her family.
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Linda Yacus has recently joined the Conway Wealth Group as operations specialist after being the administration manager for John Pappadopoulos, co-Founder, and shareholder of Summit Equities, Inc and Summit Risk Management, Inc., for over 35 years.
Her extensive background has enabled her to serve all aspects of client needs on a day-to-day basis.
Linda earned a degree in Business Administration from Seton Hall University. She lives in Hillsborough, New Jersey, and enjoys gardening, scrapbook/card designing, reading, and travel.
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Nancy Chung is currently a Client Services Consultant for the Conway Wealth Group.
After almost 20 years as the Director of Client Services with our team, Nancy has retired. However, she will be available as a consultant.
With 25 years of experience in the financial services industry, Nancy plays an integral role in Conway Wealth Group’s concierge service strategy. She acts as a liaison to contact banks and mortgage brokers ensure competitive rates and terms when clients have loan or mortgage needs. She also provides transaction and client service support and advice on bill paying as such requests arise.
Nancy earned a degree in Business Administration at the University of California-Berkeley. She lives in Chatham, New Jersey and enjoys hiking, camping, art, and travel.
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Conway Wealth
973.285.3640
973.285.3640info@conwaywealthgroup.com
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