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James W. Van Metter, CFP®, MBA



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...

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Lisa Bybel

Office Manager

(914) 793-1213

(914) 793-0602

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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