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.
The Pup Squad – Sargent Pepper and Abbey Rhoades
Sargent Pepper and Abbey Rhoades, both rescues from Cabo Rojo, Puerto Rico, are important to the success of our service team. While they will not be able to provide you with any insights about the proper allocation of your portfolio, they have a lot of information to share regarding adaptability, joyous living and the gracious acceptance of treats. Ask to say hi to them when you visit us!