Erin Hoffman

Erin Hoffman

Erin Hoffman is a Financial Advisor at Certified Financial Services, LLC (CFS), a wealth management firm headquartered in Paramus, NJ, providing individuals, families, and businesses with financial protection and wealth accumulation strategies. As a financial advisor, Erin is eager to take part in the growth and development of her clients’ financial futures. She helps to…

Jerry Gauthier

With over two decades of Banking expertise, Jerry is a highly motivated, experienced M&A loan  officer. As a Senior Loan Officer with Live Oak Bank, Jerry specializes in financing an array of  business transactions like Mergers & Acquisitions, Partner Buyouts, expansion projects and  owner-occupied CRE. He has an impressive record of handling business deals ranging from  $1MM to $15MM and stands out with his knack for devising creative financing solutions where  collateral is limited. A continuous learner at heart, Jerry has actively participated in professional  development, always rising to the challenge of mastering new tasks. His ability to deliver  captivating training sessions and provide mentorship has inspired many, fostering a spirit of  teamwork and boosting performance levels. Jerry’s key expertise includes, but isn’t limited to,  Deal Structure, SBA Financing, Cash Flow Analysis, Industry, Economic & Credit Risk Analysis  and Business Valuation, and delivering top-notch Advisory Services in Business Transitions. 

Lincoln DaCosta

Lincoln is a seasoned financial advisor professional with Wells Fargo Advisors Financial Network with nearly 30 years of experience helping individuals, families, and businesses. He and his team of advisors and staff work to help clients maximize their goals for retirement, wealth transfer, college planning, and insurance needs primarily. Lincoln’s office is in Melville, NY, and…

Robert DePalo Jr.

Robert DePalo Jr.

Robert has been in the Financial Services Industry for over 13 years. He received his BBA in Finance from Hofstra University as well as a JD from Hofstra Law. He started his career at an Equities Broker Dealer, was a Managing Director of Hedge Fund as well as a Partner at another mutual insurance company…