As a a small practice, we specialize in providing personalized service to each of our clients. We work as a team to ensure that you receive the best possible response every time you call, email or visit us in person. Our aim is to build relationships that go the distance and that evolve as your needs change.
MEET THE TEAM
In 2008, Lauren Locker recruited Holly Deni to provide expertise in retirement issues and elder care planning for LFS clients. Holly earned her designation as a Registered Paraplanner (RP®) and completed studies toward a Certificate in Advanced Gerontology from Rutgers University. She is an active member of the American Society on Aging.
Donna Mangone, Registered Paraplanner, has been with Locker Financial Services since 1998. Prior to joining LFS, Donna worked in the pharmaceutical industry for many years. Donna is a member of the "sandwich generation", with two college-age children, parents and in-laws who keep her very busy.
Rob Harrison joined the LFS team in 2004 and now works part time for both Locker Financial Services and ElderLife. He graduated from Montclair State University with a degree in English and subsequently earned his designation as a Certified Nursing Assistant (CNA). He is an avid fan of the New York Mets and the music of The Beatles.
Benjamin Woodstock Locker - September 4, 1999 to June 6, 2014. Ben shared our lives at Locker Financial for almost 15 years. Although he was never an active participant in the money management aspect of our business, we learned many life lessons from him that continue to impact our interactions with our family, friends and clients.