Our Team

What drives our success? The same as what drives yours – a team of seasoned professionals.

Our commitment to your financial success begins long before we meet you. At NEFG we have developed a team of highly experienced professionals, each with a diverse industry background. Working together, we provide a seamless approach to understanding and addressing our client’s needs in addition to providing exceptional service.

Get to know the people whom we trust – and our clients rely upon – in achieving their long-term financial goals. You’ll come to appreciate the expertise, attentive nature and personalized guidance that each of our proven staff members is noted for.

NEFG Advisor Team

Robert Hackenberg, AIF®, LUTCF Principal

rhackenberg@nefginc.com

Education and Accreditations:

  • Newark College of Engineering
  • AIF® (Accredited Investment Fiduciary), The Center For Fiduciary Studies
  • Retirement Planning Specialist, Wharton School, University of Pennsylvania
  • FINRA Series 7 & 63
  • Life, Accident and Health Insurance License

Experience:

With over 30 years financial services experience Bob has developed a thorough understanding of managing portfolios to meet client needs. As the founding Principal of NEFG, Bob has designed and implemented investment programs for individuals, businesses and organizations based on their respective goals. His practice is rooted in fiduciary based decision making, always placing the needs of the clients first. Specializing in portfolio management, Bob is the Chair of the NEFG Investment Committee, which oversees all client assets.

Proficiency:

  • Portfolio Management
  • Retirement Planning
  • Wealth & Risk Management for Institutions and High Net Worth Clients

Josh Laychock, AIF® Principal

jlaychock@nefginc.com

Education and Accreditations:

  • BS, Finance, Albright College
  • AIF® (Accredited Investment Fiduciary), the Center For Fiduciary Studies
  • General Securities Principal, Series 24
  • FINRA Series 7 & 63 Licenses
  • Life, Accident and Health Insurance License

Experience:

With over 13 years financial services experience Josh became a Principal at NEFG in 2009. Specializing in fiduciary best practices for qualified retirement plans, Josh, in conjunction with several strategic partners, has developed an open architecture platform that can be implemented with plan providers of all sizes. In addition, Josh works with business owners to implement wealth and risk management strategies. Josh is a member of the NEFG Investment Committee.

Proficiency:

  • Defined Contribution Plan Analysis and Implementation
  • Retirement Plan Fiduciary Consulting
  • 401 (k) Plans, 403 (b) Plans & 457 Plans
  • Executive Benefits/Compensation
  • Wealth & Risk Management for Institutions and High Net Worth Clients

Ronald C. Berger, ChFC™, CLU™ Investment Advisor Representative

rberger@nefginc.com

Education and Accreditations:

  • BS, Communications, University of Hartford
  • Chartered Financial Consultant™
  • Chartered Life Underwriter
  • FINRA Series 6, 63 & 65 Licenses
  • Life Accident and Health Insurance

Experience

Having 29 years financial services experience with AXA Equitable and 5 with NEFG, Ron has a lifetime of expertise to draw upon. He specializes in creating life planning solutions for individual clients at or near retirement. Ron’s focus is on retirement income solutions, elder care planning, risk management and Social Security Strategies. Ron has been a Board member of The Council of Southeast Pennsylvania since 1993.

Proficiency:

  • Insurance Related Strategies for Individuals and Business Owners
  • Retirement Planning
  • Wealth & Risk Management for High Net Worth Clients

Steven J. Alger, Investment Advisor Representative

salger@nefginc.com

Education and Accreditations:

  • BS, Agronomy; Delaware Valley College
  • FINRA Series 65 License
  • Certified Fund Specialist
  • Life, Accident and Health Insurance

Experience:

Steve has spent the majority of his financial services career providing investment and insurance related solutions to the management teams of closely held companies. His experience includes 14 years at McConkey Benefits & Financial Services, LLC in addition to 5 years with NEFG.  Steve also spent 14 years as a pension consultant for Principal Financial Group, a national leader in pension design. Steve has taught continuing education classes for CPA’s on benefit plan design, is a Boy Scout Volunteer and an Associate Member of The St. Nazaire Society

Proficiency:

  • Defined Benefit and Contribution Plan Analysis
  • Ancillary and Voluntary Benefit Consulting
  • Wealth & Risk Management for High Net Worth Clients

Ethan I. Shiller, Investment Advisor Representative

eshiller@nefginc.com

Education and Accreditations:

  • MBA Syracuse University
  • Masters’ Degree Drexel University
  • AAMS (Accredited Asset Management Specialists), College of Financial Planning
  • FINRA Series 7 & 66
  • Life, Accident and Health Insurance License

Experience:

Ethan Shiller’s strong financial and analytical skills advance one of the firm’s core missions, helping successful professionals and organizations implement effective insurance, retirement income and investment strategies to achieve overall financial wellness.

Ethan believes in getting a deep understanding of his clients’ financial goals and objectives before developing a financial plan. He provides sound financial guidance by helping his clients manage risk and achieve proper balance and diversification through a combination of trust, knowledge and understanding of their specific needs.


Mark D. Hullinger, Portfolio Manager

mhullinger@nefginc.com

Education and Accreditations:

  • BS, Finance, Alvernia University
  • FINRA Series 65 License

Experience:

With almost 20 years of portfolio management experience, Mark brings a wealth of financial knowledge to NEFG. His background includes the management of pension and non-pension assets of a large non-profit organization. In addition, he acted as analyst and trader for a municipal bond derivative portfolio at a predecessor bank to Wells Fargo. Mark’s focus at NEFG is on portfolio management, specifically asset allocation modeling and strategy, individual security selection, manager due diligence, investment policy creation, and the implementation of fiduciary best practices for retirement plans and high net worth clients. Mark is a member of the NEFG Investment Committee.

Proficiency:

  • Portfolio Management
  • Asset Allocation Modeling & Strategy
  • Security Selection
  • Investment Policy Statement Creation
  • Manager Due Diligence
  • Fixed Income Investing

Bernadette Ayre, Compliance & Licensing

bayre@nefginc.com

Bernadette monitors and reports the results of compliance efforts at NEFG and provides guidance on matters relating to compliance and licensing.


Marianne Bloom, Client Service & Operations Manager –Individual Clients

mbloom@nefginc.com

Marianne has been with NEFG for over 9 years. Her responsibilities include coordinating new business paperwork and ensuring the timely funding and transitioning of individual accounts. She is also responsible for the maintenance and ongoing servicing of client investment accounts.


Barbara Hart, Client Service & Operations Manager – Retirement Plans

bhart@nefginc.com

Barb has over 8 years’ experience with trust and retirement plan accounts. She is responsible for the onboarding process for retirement plans as well as the service and communication with our institutional retirement plan clients.


Rina Cafro, Client Service Associate

rcafro@nefginc.com

Rina provides internal support for NEFG Advisors and staff, which includes processing new business documentation and preparing for client review meetings. Contact NEFG today for a personal consultation with one of our team members best suited to work with your unique situation.