Team

Our Team

A Collective Commitment to Your Vision

We believe that comprehensive wealth management thrives at the intersection of diverse expertise and a unified vision for your growth. Our team-based model integrates a cross-disciplinary network of specialists to act as the catalyst for your ambitions. By bridging our collective perspective with your personal goals, we provide a more resilient path toward the outcomes that matter most to you.

Todd Stanard

Owner & Financial Planner

973-494-7700

todd.stanard@OGWPTeam.com

What Can You Expect From Todd: Todd doesn't just manage wealth; he clarifies the horizon. As the founder of OGWP, he acts as a primary catalyst for client success, translating complex financial webs into clear, actionable paths. He...

Mark Wallace

Senior Planning Coordinator

mark.wallace@ogwpteam.com

What Can You Expect From Mark:Mark is the engine of coordination, ensuring that creative planning ideas are backed by rigorous accuracy and efficient development. With the resilience of an experienced bond trader and the heart of a...

Justina Atkinson

Practice Coordinator

justina.atkinson@ogwpteam.com

What Can You Expect From Justina:Justina is the center of our client journey, serving as the essential coordinator between your goals and our planning process. She ensures every onboarding and follow-up routine feels personal and...

Josh Benson

Investment Coordinator

josh.benson@ogwpteam.com

What Can You Expect From Josh:Josh brings a disciplined, competitive edge to the management of client portfolios, ensuring accounts are strategically structured and updated. He is the catalyst that keeps your cash moving and your price...

Cassidy Fairchild

Practice Administrator

cassidy.fairchild@ogwpteam.com

What Can You Expect From Cassidy:Cassidy is a driver of efficiency, transforming complex paperwork into a refined and organized process. She manage forms and coordinates the intricate details of new accounts, annuities, and insurance...

Thomas DeLorenzo

Strategic Business Coordinator

thomas.delorenzo@ogwpteam.com

What Can You Expect From Thomas:Thomas is a driver of resilience and strategic insight, ensuring the internal gears of OGWP turn with absolute precision. He coordinates office management and investment operations, developing...

Matthew Aber

Planning Associate

matthew.aber@ogwpteam.com

What Can You Expect From Matt:Matt specializes in bringing creative planning solutions to our single-female cohort, ensuring their financial foundations are both secure and empowering. He acts as a primary support to Todd, clarifying...

Melanie Davidson

CSDP Associate

melanie.davidson@ogwpteam.com

What Can You Expect From Melanie: Melanie is a creative force for the OGWP brand, leading initiatives that broaden our digital presence and engagement. While she ensures client information is impeccably organized for daily operations,...

Caroline DeMarco

CSDP Associate

caroline.demarco@ogwpteam.com

What Can You Expect From Caroline:Caroline plays a vital role in broadening the OGWP reach by ensuring client files are organized and meetings run with seamless efficiency. With a strong interest in real estate, she is a motivated...