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.
In 2008, Lauren Locker recruited Holly Deni to provide expertise in retirement benefit issues and elder care planning for LFS clients.
Holly earned her designation as a Financial Paraplanner Qualified Professional™, practitioner, and has completed studies toward a Certificate in Advanced Gerontology from Rutgers University. She is an active member of the American Society on Aging.
Donna Mangone, a Financial Paraplanner Qualified Professional™, practitioner, joined Locker Financial Services in 1998.
Donna has a daughter attending Northeastern University, a son who recently earned his Doctorate in Physical Therapy from NU, and a husband, parents and in-laws who keep her busy. Chase, a mini-labradoodle, is the newest member of her family.
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.
Sargent Pepper is the newest member of our LFS service team. He hails from Cabo Rojo, Puerto Rico. While he will not be able to provide you with any insights about the proper allocation of your portfolio, he has a lot of information to share regarding adaptability, joyous living and the gracious acceptance of treats.
Benjamin Woodstock Locker – Sept. 4, 1999 to June 6, 2014. Ben was an integral member of our team at LFS for almost 15 years. Although he wasn’t an active participant in the money management aspect of the business, he taught us many life lessons that continue to impact our interactions with our clients.