James C. Lynch, AIF®, RICP®
President
Born and raised in Cranbury, New Jersey, Jim has deep connections to the community and attended Seton Hall University on a baseball scholarship, where he earned a BS in finance in 1989. Prior to starting his own firm, he worked with...
Leeann South
Office Manager
Leeann has been working with Jim for the past 15 years. Her main focus is helping to ensure client needs are met with a smile. Leeann handles all aspects of the day to day business such as answering phones, scheduling, preparing files,...
Don Albacker, CFP®, MBA
Advisor
Don is an Investment Adviser Representative of Commonwealth Financial Network®. With more than 30 years of experience in finance at Unisys, he joined JCL Financial Group, LLC, in 2007. Don guides families and individuals through...
Michael Lam, CFP®
Associate Advisor
Michael's main focus is to help provide the best possible experience for clients while ensuring all their financial needs are met. He can been seen as Jim’s right hand man with his general responsibilities consisting of...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.