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…
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.Â
Lincoln is a seasoned professional with over 26 years of service as a financial advisor, including the last 5 years at Wells Fargo Advisors Financial Network, in wealth management for 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…
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…
