Biography
James W. Van Metter, CFP®, MBA
914-793-0602
Jim is a graduate of Fordham University and has a Master’s Degree in Business with concentrations in Taxation and Finance. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and is a member of the Financial Planning...
Lisa Bybel
Office Manager
As office manager, Lisa assists Jim's team with client inquiries and problem resolution as well as taking care of everyday office administration. Lisa holds a B.S. degree in Business Administration and has many years experience as an...
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