President, Chief Motivational Officer
“Choose a job you love, and you will never have to work a day in your life”.
Those words of wisdom could not ring any more true about how Jim feels when he springs out of bed in the morning, anxious to go to the place where he spends a majority of his waking hours. Think about that for a moment. You actually spend more time in working, than you do at home! If you don’t love what you are doing, that can make for a hollow life experience.
In 1997, Jim had a vision to build a financial services organization that would be like none other. Much has transpired over the years, struggles, successes, and everything in between, but what has never changed was his passion for what he does or how he does it.
Jim sums up the goal of Wealth Continuum Group as “whether we are speaking to an advisor looking to join, or to a client who is considering working for us is always the same; A gold standard service model that we customize for each individual to help them meet their individual goals. When the bedrock of your organization is built on that, you tend to create positive outcomes for all.”
Jim’s love for what Wealth Continuum Group does here is manifested by the ability to meet so many people each and everyday, and hear their unique stories. It really is fascinating to understand every person’s journey, and hear of their ultimate goals. His life’s satisfaction is knowing that the firm makes a difference in connecting the staffs, the financial professionals and the client’s visions and goals with plans for positive outcomes.
When he is not working on his passion of Wealth Continuum Group, Jim is engaged with spending time with his family and all the miracles they bring to him on a daily basis.
Chief Operating Officer, Practice Development Specialist
Donna has had a very rewarding career as part of the Wealth Continuum family. Her rewards were found in the contentment that comes from working with quality people and enjoying daily responsibilities within a positive work environment. During the past twenty years, Donna has moved through many positions in the agency to her current position as Chief Operating Officer. In the past few years this role has expanded from managing all operations and staff in our NJ and CT locations, to facilitating the professional and practice development of our financial professionals.
Outside of Donna’s professional life, her focus is on spending quality time with friends and family. Donna also spends a lot of my time exercising to stay in shape. As exemplified by the choice she made for her college field of study as a health and physical educator, Donna has always seen health and fitness as a core objective in her daily life plan.
Director of Talent Acquisition
As Director of Talent Acquisition, Laura loves meeting with financial professionals who are hungry for growth and introducing them to the Private Label Experience.
Having gone through Wealth Continuum Group’s Private Label Branding for her own practice, Sonder Financial, she brings a unique understanding that comes along with working as a professional in the industry, and how building a private label can create exponential growth and market preeminence.
She is passionate about helping financial professionals bring their practices into the 21st century by combining top notch technology, a customized client experience, and a brag worthy digital presence.
Outside of Laura’s professional life, she is an avid skier & loves to be outdoors whenever possible.
Kelly Andersen, MBA
Kelly has been with Wealth Continuum Group since 2015. She originally started with us as our first Social Media intern when she was in undergrad at Sacred Heart University, studying Sports Marketing. She joined the team officially as our Marketing Director in the Fall of 2015.
Kelly obtained her MBA in 2016 from Sacred Heart while working for us. She is extremely involved in her community and can be found coaching her travel Basketball team on the weekends. Kelly heads up all of our marketing initiatives and has found great pleasure in our Rugby sponsorship program with Sacred Heart University Women's D1 team and University of New Haven Women's Club team by forming wonderful relationships with the student-athletes and the coaching staff. Kelly manages our highly coveted internship program.
Kelly is an Adjunct Professor at Sacred Heart University and can be found teaching their entrepreneurship course to their freshman class. She recently completed her ACUE (The Association of College and University Educators and the American Council on Education) Certification. A lot of what she teaches flows over into the work she does with our financial professionals. She is extremely passionate about growing brands and developing a marketing strategy to get you noticed and heard on various platforms.
Director of Financial Professional Development
While newer to the team, Skeff brings over 17 years of experience in the financial services industry to the Wealth Continuum Group. Because of this experience and perspective, he was brought on board to develop the shared vision of the Wealth Continuum Group’s ambitious trajectory and goals. Leveraging our intellectual capital, the second-to-none products and financial tools of Penn Mutual - our client base can rest-assured that Wealth Continuum Group and their group of financial professionals are and will continue to be the preeminent stewards of our client’s financial futures.
Skeff is a proud alumnus of the University of Florida and holds securities registrations and insurance licenses. When not being an overly zealous fan of his twin daughters and son, he and his wife enjoy being passionate supporters of the NewArts Foundation, college football, skiing and cooking.
Compliance, CL&R Specialist
Candace Straka has been with Jim since January 1998 and has been in the insurance industry since June 1981. Candace handles all contracting, licensing, registrations, compliance reminders, and policyholder services. She attended Berkeley Business School for Fashion Marketing and Management.
Candace is also a Certified Natural Health Profession (CNHP) and Naturopathic Doctor (N.D.). She enjoys educating and helping people invest in their health by utilizing energetic programs and quality products. Candace is a Hopatcong resident with her life partner of 16 years, Marty, and their two cats. She enjoys being in the sun, boating, traveling, time with friends and family, and supporting our lake community.
New Business Director
Susana joined Wealth Continuum in June 2016. She truly enjoys being part of a team that has the same core values and beliefs as she has. Susana started in financial services in 1999 and has vast experience and knowledge in all areas of the Financial Industry. Susana is the New Business Director for Wealth Continuum.
She has been recognized and awarded at both company and agency levels for outstanding support to financial professionals and clients alike. Susana holds a NJ State License and is fluent in three languages: English, Spanish and Portuguese. She enjoys spending time with family, friends and loves to get outdoors for a nice run and hikes. She calls herself a soccer mom and loves watching her son play travel soccer. She is married to her best friend, Paul Tompkin, and they have two wonderful children and a Labrador named Cheeto. Susana and Paul reside in Chester, NJ.
Director of Operations
Toni started with Jim in September of 1997. She is the Director of Operations at Wealth Continuum Group where she keeps the office in order by setting up the conference meetings, financial professionals reporting, and so much more.
Toni enjoys music and reading in her spare time when she is not among family and friends. She is based in the Norwalk, CT area with her husband. Toni has three beautiful step-children and loves her time with their grandson and granddaughter.