Meet Our Advisors

As co-founder of U.S. Financial Services, Altair is a thought leader in developing the process that promotes people to enjoy wealthier, healthier, and happy lives. Together with his partners, he is proud to have built an incredible...

Beth Perry has been an executive assistant with U.S. Financial Services, LLC, since 2004. In addition to her administrative duties, Beth also handles all operational and compliance issues. In her spare time, Beth enjoys spending time...

BJ became a financial professional as a result of his own personal experience. The youngest of eight children, BJ watched his widowed mother work multiple jobs to support her family. He also saw his mother and his grandparents face...

A financial services professional since 1977, Carolyn specializes in the areas of qualified pension plans, wealth management, insurance, business succession planning and estate planning. She founded Preferred Pensions LLC in 1982 to...

Every day Evan comes to work with one goal: he wants to help families from all walks of life eliminate their financial concerns and worries. He is proud to be part of a team that works together to help ensure each client’s...

As one of the founding partners of U.S. Financial Services, Gerard has an extensive background in financial planning. Early on in his career he worked as a tax professional with Price Waterhouse, later making the transition in 1985 to...

Gregory J. Chebuske, Accredited Investment Fiduciary®, is a partner at U.S. Financial Services, LLC. Prior to merging with U.S Financial Services, Greg was the founder and president of Retirement Financial Services, LLC. He has a...

As the Director of Pension Services, Heidi is responsible for providing administration and servicing for a range of retirement plans, including profit sharing, 401k, defined benefit, and safe harbor plans. She is the primary liaison...

Jay came to U.S. Financial Services in 2013 and oversees all investment activity for the firm. Prior to joining the firm, Jay was a research associate with Citi Investment Research and Analysis (CIRA). There he was responsible for...

Jeff was destined for a career in finance. His grandmother, whom he describes as an independent thinker, is credited with piquing his interest in investments during his time in high school. After earning his degree in business law and...

Serving others is somewhat of a family tradition for Joseph. With relatives who were police officer and teachers, he held the same desire to help and wanted to continue the tradition in a field he loves. He graduated from Rutgers with...

Louise has over 20 years of consultative-based experience in the financial services industry. Over this time, she has specialized in retirement planning and takes great pride in helping clients realize their financial goals.She began...

Why do you choose the financial planner you have? Matthew believes that above all else his clients work with him because he makes them feel comfortable. As a partner at U.S. Financial Services, he attributes his success in the finance...

After a successful 20-year career in commercial and investment banking, financial planning was the perfect transition for Miriam to use her life, business, and financial experience to guide clients in the pursuit of their life’s...

Pam joined Preferred Pensions LLC with eight years of experience in the insurance industry and holds life insurance and property and casualty licenses. She has prior experience in computer consulting, construction, and as a personal...

As the office manager for U.S. Financial, Roz is tasked with keeping the office running smoothly. It’s a role she excels in, as she has been with the firm for more than a decade. Her organizational skills and approach to problem...

Steven has been working in the financial services industry for more than four decades. He possesses a commitment few others have; both to his work and to the success of his clients. His work ethic has been instrumental in his success...

Valerie joined U.S. Financial Services, LLC in 2013 as an executive assistant. Valerie brings over 25 years of experience to our team, having worked as an insurance underwriting specialist at both Northwestern Mutual and Guardian prior...

As the Director of Investment Services, Michael is responsible for the fiduciary review of all investment clients, analyzing advisory investment accounts and qualified plan investments, as well as evaluating management strategies and...

As co-founder of U.S. Financial Services, Altair is a thought leader in developing the process that promotes people to enjoy wealthier, healthier, and happy lives. Together with his partners, he is proud to have built an incredible...

Beth Perry has been an executive assistant with U.S. Financial Services, LLC, since 2004. In addition to her administrative duties, Beth also handles all operational and compliance issues. In her spare time, Beth enjoys spending time...

BJ became a financial professional as a result of his own personal experience. The youngest of eight children, BJ watched his widowed mother work multiple jobs to support her family. He also saw his mother and his grandparents face...

A financial services professional since 1977, Carolyn specializes in the areas of qualified pension plans, wealth management, insurance, business succession planning and estate planning. She founded Preferred Pensions LLC in 1982 to...

Every day Evan comes to work with one goal: he wants to help families from all walks of life eliminate their financial concerns and worries. He is proud to be part of a team that works together to help ensure each client’s...

As one of the founding partners of U.S. Financial Services, Gerard has an extensive background in financial planning. Early on in his career he worked as a tax professional with Price Waterhouse, later making the transition in 1985 to...

Gregory J. Chebuske, Accredited Investment Fiduciary®, is a partner at U.S. Financial Services, LLC. Prior to merging with U.S Financial Services, Greg was the founder and president of Retirement Financial Services, LLC. He has a...

As the Director of Pension Services, Heidi is responsible for providing administration and servicing for a range of retirement plans, including profit sharing, 401k, defined benefit, and safe harbor plans. She is the primary liaison...

Jay came to U.S. Financial Services in 2013 and oversees all investment activity for the firm. Prior to joining the firm, Jay was a research associate with Citi Investment Research and Analysis (CIRA). There he was responsible for...

Jeff was destined for a career in finance. His grandmother, whom he describes as an independent thinker, is credited with piquing his interest in investments during his time in high school. After earning his degree in business law and...

Serving others is somewhat of a family tradition for Joseph. With relatives who were police officer and teachers, he held the same desire to help and wanted to continue the tradition in a field he loves. He graduated from Rutgers with...

Louise has over 20 years of consultative-based experience in the financial services industry. Over this time, she has specialized in retirement planning and takes great pride in helping clients realize their financial goals.She began...

Why do you choose the financial planner you have? Matthew believes that above all else his clients work with him because he makes them feel comfortable. As a partner at U.S. Financial Services, he attributes his success in the finance...

After a successful 20-year career in commercial and investment banking, financial planning was the perfect transition for Miriam to use her life, business, and financial experience to guide clients in the pursuit of their life’s...

Pam joined Preferred Pensions LLC with eight years of experience in the insurance industry and holds life insurance and property and casualty licenses. She has prior experience in computer consulting, construction, and as a personal...

As the office manager for U.S. Financial, Roz is tasked with keeping the office running smoothly. It’s a role she excels in, as she has been with the firm for more than a decade. Her organizational skills and approach to problem...

Steven has been working in the financial services industry for more than four decades. He possesses a commitment few others have; both to his work and to the success of his clients. His work ethic has been instrumental in his success...

Valerie joined U.S. Financial Services, LLC in 2013 as an executive assistant. Valerie brings over 25 years of experience to our team, having worked as an insurance underwriting specialist at both Northwestern Mutual and Guardian prior...

As the Director of Investment Services, Michael is responsible for the fiduciary review of all investment clients, analyzing advisory investment accounts and qualified plan investments, as well as evaluating management strategies and...