The Family Wealth Management Team

Meet the Family Wealth Management Team

Martin V. Higgins, CFP, ChFC, CLU, AEP, LUTCF, RHU

Martin V. Higgins is founder of Family Wealth Management LLC, wealth management firm. He specializes in providing tax-efficient strategies for preserving and growing family wealth.

Marty is a Certified Financial Planner (CFP)™ practitioner and past President of both the South Jersey Chapter of the Society of Financial Service Professionals (SFSP) and the Estate and Financial Planning Council of Southern New Jersey (EFPCSJ). He is a member of the FPA (Financial Planning Association), a Chartered Life Underwriter (CLU) and an Accredited Estate Planner (AEP) and most recently earned Chartered Financial Consultant ® (ChFC®} designation.

In 2002 was inducted into Research Magazine’s Advisor Hall of Fame, recognizing excellence in the profession. 2002 Research Magazine Hall of Fame Candidates must pass our rigorous screens, including: service for a minimum of 15 years in the industry, substantial assets under management, superior client service, and recognition from their peers and the broader community for the honor they reflect on their profession.

Marty is co-author of two books, Dream, Inc., which features 32 Philadelphia area entrepreneurs and how they built successful companies from scratch. He has also contributed to Dan Kennedy’s book The Ultimate Success Secret. He has been a featured speaker throughout the country and overseas for many industries and company training programs. Marty also regularly contributes to various industry magazines and local media. His latest book Distributionland, published in October 2014, immediately became an Amazon Best Seller and is a must read for anyone preparing for retirement. Learn more at: www.Distributionland.com

His securities registration includes, Series 6, 63 and 65 held with Mutual of Omaha Investor Services and Insurance Licenses for Life, Health, Disability and Long-Term Care.

Marty has lived in the South Jersey region all his life. He, his wife Terri, and their three children share the love of travel, local culture, and sports activities, including golf, baseball, lacrosse and hockey.

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Martin V. Higgins, CFP, CLU, AEP

Michael Einhorn, CDFA

Michael Einhorn has over twenty-five years of experience in the Financial Services Industry.

Prior to joining Family Wealth Management, Michael was a Financial Advisor with Principal Financial Group and President of Seco Financial Services, Inc. Michael’s business skills and vast experience enabled him to create, develop and eventually, transition his firm from start-up to acquisition.

Michael applies his business owner background by assessing each client’s unique situation, identifying key obstacles and critical goals, designing strategies for success and helping clients grow and use insurance to protect their wealth.

As a Certified Divorce Financial Analyst (CDFA), and a member of the Institute of Divorce Financial Analysts, Michael specializes in examining the financial issues of divorce. He strives to provide sound fiscal strategies for clients and family law attorneys during and after the divorce process.

Michael is a graduate of the University of Massachusetts-Amherst, where he received his Bachelor of Science Degree in Finance in 1987.

In his spare time, Michael enjoys the beach with his family and working on his golf game.

Scott Mahoney, CMFC

Scott has been working in the financial services industry since 2005. He specializes in Retirement Planning, Business Planning, and College Planning Strategies.

Scott earned his bachelor’s degree in Economics and Business Administration with a minor in Communications from McDaniel College in Westminster, MD. Scott has also earned the Chartered Mutual Fund Counselor CMFC® designation through the College for Financial Planning. His securities registrations include the series 6, 63, and 65.

Although a native of suburban Philadelphia, Scott currently resides in Rehoboth Beach, DE. Scott’s love for animals has led him to volunteer and serve on the board of Adopt a Homeless Animal Rescue, Inc. In his free time, Scott is an avid tennis player participating in USTA leagues and enjoys spending time with family & friends.

Mark Dougherty, RICP, CMFC

Mark has been working in the financial services industry since 2009. He is a graduate of Saint Joseph’s University with a bachelor’s degree in Finance. Mark focuses on all areas of client investment management, liability planning, insurance and estate planning services.

Mark holds the Retirement Income Certified Professional® designation from the American College and Chartered Mutual Fund CounselorSM designation awarded by the College for Financial Planning. Mark’s focus extends beyond investment planning to address the retirement income needs of clients and build wealth preservation strategies that can create lasting implications for their family members.

Mark and his wife, Amie, have two beautiful children and live in Medford, NJ. In his free time Mark enjoys golf, reading, and spending time with family and friends.

Scott Higgins, Representative

Scott is a graduate from the University of Delaware. Prior to working at Family Wealth Management, Scott started a real estate investing business in NJ, in order to provide an alternative solution for people needing to buy or sell a home.

Scott’s securities registrations include Series 6 and 63. He is currently pursuing his Series 65 license.

Scott is a former Division One Lacrosse player from the University of Delaware. He enjoys playing competitive sports and spending quality time with family and friends. He currently resides in Philadelphia, PA.

Scott Higgins

Andrew Hruszanyk, Agent

Andrew graduated with a degree in Financial Planning & Finance from Saint Joseph’s University this past May. During his time in college, he held the position of President of the SJU Financial Planning & Wealth Management Society for 2 years. He networked with professionals across the Northeast and through this position was able to meet the Family Wealth Management team. He started interning with Family Wealth Management in May of 2016 and accepted a full-time position during his spring semester of 2017. He has his Life and Health Insurance licenses and is currently pursuing his Series 65 license.

Cindy Levicoff, Relationship Manager

Cindy oversees the client relations and new business areas. With a background in banking cash and service management, she uses her areas of expertise to coordinate our clients’ needs as they relate to our business partners. She is licensed in Life & Health in the state of New Jersey and has her Series 6, 7, & 63 designations. In addition, Cindy has two sons. One is in college and is due to graduate in May 2018. The other son is a recent law school graduate preparing for the BAR Exam.

 

I bet you didn’t know

 

She is not a NJ native-Cindy was born in Claymont Delaware and moved across the country for the start of first grade to Omaha, Nebraska. By the end of first grade, she moved across the country once again to Framingham, Massachusetts. Then, at the end of sixth grade, her family relocated once more to Cherry Hill, NJ. She has no intention of moving again unless she becomes a millionaire where she will be forced to purchase an island for her own private getaways. Keep a look out for a personal invitation!

 

Cindy met her husband Scott when she was getting ready to graduate from Cherry Hill East. They met at Kaminski’s, the local hangout for teenagers at the time. She invited him to go to the senior prom with her and he declined. After all, he was a whole year older, and way beyond a high school prom. He was playing semi-professional baseball in Jacksonville Florida for the Jacksonville Cardinals AA team. Don’t worry about the prom situation, she reminds him of it every chance she gets! They will be married for 28 years in November. Scott is a sales representative at a local printer. He has been in the business for over 30 years and still is a baseball enthusiast.

 

Cindy’s childhood best friend and neighbor in Delaware was Valerie Bertinelli. The families lost touch soon after Cindy’s family moved to Massachusetts.  Valerie’s father worked for one of the car companies and moved around the country too.

 

How She Spends Her Time-Cindy spends much of her time with her extended family as her family is the top priority in her life. She is currently studying and preparing to take the Series 7 securities exam.

 

Her Favorite Pastime: A bucket of popcorn and a good movie, and don’t forget the diet pepsi!

Laura (Higgins) Stupar, Certified Para-Planner

Laura Higgins-Stupar graduated from Pennsylvania State University with a Bachelor’s Degree in Communications, as well as, a Minor in Sociology. Laura is licensed for Life & Health Insurance in the state of Pennsylvania and New Jersey. She has her Series 6 & 63 designations and is a Certified
Para Planner. She is currently pursuing her Series 65.

Laura is also a former Division One Lacrosse player from Penn State. She enjoys physical fitness, traveling and Philadelphia sports teams. Laura currently resides in South Jersey with her husband Jonathan and their children Avianna, Raelynn, and Brooks.

I bet you didn’t know:

  • Back in her high school glory days, Laura made both the Varsity Soccer and Lacrosse team. She went on to being named captain for both teams her Senior Year.  She took her lacrosse skills to the next level and received an athletic scholarship at Pennsylvania State University.

How she ended up at Family Wealth Management:

  • After graduating from PSU with a Communications degree, the last place she thought she would be is working for her father (despite telling people she would when she was a little girl.) After being an independent insurance agent for a year with Mutual of Omaha, she saw the potential and family like atmosphere with Family Wealth.  She approached Marty about applying for an opening he had at the time and he was all on board.  She knew it would be hard work, but after taking & passing both her Series 6 and Series 63 exams, she knew would become a valuable asset to the company.  It has now been 5 years since Laura joined Family Wealth Management and she is happier than ever.

Why she lived in Pittsburgh for 2 years:

  • Laura and her husband Jonathan got married in April 2012 and had no idea where they would end up. Jonathan was a Tight-End in the NFL and due to the NFL lockout that occurred he was not on an active roster at that time.  Making the decision to retire from the NFL was not easy but they know they had to set roots somewhere.  Her husband took a position with Bio Met Surgical in Pittsburgh and off they went.  Laura was still able to provide the same level of service from Pittsburgh by working remotely.  After giving birth to a baby girl named Avianna in August 2012, Laura and her husband were finding even more reasons to come back to NJ to visit.  It wasn’t until she became pregnant with their second, they knew they needed to be back in NJ.  Jon accepted a position with NFL Alumni and they moved back in October 2014!

If she could have one super power:

  • “Being able to transport immediately so I can see my family at any time without paying an arm and a leg for a flight or driving 6 hours with a baby!”

What She’s into:

  • Working out, eating healthy and hanging out with her husband and their two daughters. She loves to travel and see her college friends as much as she can.  Living a healthy and active lifestyle are very important to Laura.

Interesting fact:

  • Laura had lunch and walked the Great Wall of China with Bill & Giuliana Rancic in 2011.
Laura (Higgins) Stupar

 

 

Stephanie McCabe, Marketing Compliance Administrator

Stephanie McCabe handles marketing compliance by ensuring that all marketing material is processed through the compliance department; while providing administrative support to make changes according to compliance audits. She graduates from West Virginia University majoring in Textiles Apparel, Merchandising, and Design, with a minor in Marketing.

She was born and raised in Pittsburgh, PA where she currently resides with her high school sweetheart turned husband and their 2 daughters, Quinn and Anna Faye.

I bet you didn’t know:

  • When Stephanie is not working on marketing material for Family Wealth Management or chasing around after her 2 young daughters, she is the women’s fit model for Dick’s Sporting Goods Corporate Headquarters.

How she ended up at Family Wealth Management:

  • After having her first daughter, Stephanie did not want to go back to her 9-5 office job and was searching for something that would offer more flexibility. When Laura (Stupar) and her husband Jonathan moved to Pittsburgh, Stephanie and Laura became instant friends through their husbands who were college roommates and played football together at the University of Virginia. Through talking one day Stephanie expressed to Laura how she was in hot pursuit of a new job and Laura had the perfect position at Family Wealth Management in mind. …the rest is history!

What She’s into:

  • She loves to spend time with her husband, 2 daughters and friends, have a Sunday dinner with her family (and husband’s family) every Sunday, exercise, and she loves to sew.

Interesting fact:

  • In 2014, Stephanie got the pleasure of meeting country music star Carrie Underwood! Stephanie got to personally model Carrie’s athletic line “Calia” for Carrie Underwood herself in Nashville Tennessee.
Stephanie McCabe

Doreen Patrick, Scheduling and Client Services Assistant

Doreen oversees the appointment scheduling process for our clients along with providing client concierge services.  Doreen has over 9 years’ experience working in the financial services industry and holds a Bachelor’s Degree in Psychology and an Associate’s Degree in Business Management.  Doreen also holds an Associate, Customer Service from LOMA, Financial Services Education.

Doreen comes from a large family and resides just outside of Chicago, IL with her husband and two children. She and her husband share the love of hockey with their son who plays for his local high school team and like her daughter, they share the love of working in people-centric roles. 

I bet you didn’t know:

  • Doreen is an avid hockey fan. When her hometown team the Chicago Blackhawks play, she can often be heard cheering very loudly!

How she ended up at Family Wealth Management:

  • Doreen was referred to Family Wealth Management from a colleague whom they had contacted about an opening that they had for a Client Scheduling Assistant. Her role has since grown to managing marketing tasks such as our website and communications.

Why she lives in Chicago:

  • We wondered the same thing. Isn’t it the place of two seasons; winter and summer? Doreen works remotely but has been to our office here in New Jersey. She often states that you never get used to the Chicago wind, especially in the winter!

If she could have one super power:

  • She definitely would want Jedi super powers.

What She’s into:

  • Doreen is very much in to her family, business, and health and wellness. She is married to Brian, has two kids and a beloved Golden Retriever aptly named Amber. Her daughter is a trauma nurse and her son is a sophomore in high school who also plays hockey as a right defenseman.

Interesting fact:

  • Doreen met Joe Mantegna from Criminal Minds a couple of years ago at a fundraiser at their former high school. Her first movie star experience!
Doreen Patrick

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This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Registered representatives offer securities through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. Family Wealth Management and Mutual of Omaha Investor Services, Inc. are not affiliated.

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