YOUR WEALTH
DESERVES A
WEALTH OF
EXPERTISE.

JOIN THE TEAM

DAVID MOZEIKA

As Founder and President of Tomoro, David excels at assisting clients in adapting a new philosophy in regards to their finances, strategically engaging portfolios from a macro perspective in order to realize long-term wealth potential. With a Finance/Economics background from Montclair State University, David has over 15 years experience in the financial services industry.

"Simplicity is the ultimate sophistication." 

~ Leonardo DiVinci

DISCLOSURE

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 2111 Route 34 South, Wall, NJ 07719, (732) 528-4800. Securities products & services and advisory services offered through PAS, member FINRA, SIPC. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Tomoro is not an affiliate or subsidiary of PAS or Guardian. CA License No. 0D68215

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JASON DOVIAK

Jason enjoys providing clients with the confidence to reach their full financial potential. With over 14 years of experience, Jason is adept at implementing efficient and cohesive strategies that help clients realize true and lasting financial success. Jason resides in Toms River, NJ, and enjoys playing golf, running and spending quality time with his family. He is a graduate of The College of New Jersey.

"Whenever you find yourself on the side of the majority, it is time to reform and reflect.” 

~ Mark Twain

DISCLOSURE

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 2111 Route 34 South, Wall, NJ 07719, (732) 528-4800. Securities products & services and advisory services offered through PAS, member FINRA, SIPC. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Tomoro is not an affiliate or subsidiary of PAS or Guardian.

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SETH ARNDT

Seth’s naturally analytical nature and unique ability to identify opportunities and solutions help provide clients with sound and efficient financial strategies. With over fifteen years of financial industry experience, Seth is expertly trained in investments and financial planning. Seth received his undergraduate degree in Finance and Management from Northeastern University, and his MBA from the University of Miami.

"I think we have opportunities all around us – sometimes we just don’t recognize them." 

~ Lou Holtz

DISCLOSURE

Seth Arndt, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), (2111 Route 34 South, Wall, NJ 07719 / 732-528-4800.) Securities products & services and advisory services offered through PAS, member FINRA, SIPC. Financial Representative. The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Tomoro is not an affiliate or subsidiary of PAS or Guardian.

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DANA VINCI

As Investment Coordinator, Dana works closely with Tomoro’s Executive Team, back office staff and clients to ensure seamless client servicing. With over five years of experience in the financial services industry, Dana’s industry knowledge and case management skills are essential to delivering a quality experience to all clients. Dana is a graduate of the University of Hartford.

“Though no one can go back and make a brand new start, anyone can start from now and make a brand new ending." 

~ Carl Bard

MICHAEL CANARICK

An estate planning attorney with a Master of Laws in Taxation from NYU, Michael has vast experience in developing strategies that will help create and preserve wealth through generations. As Founder and President of his own estate planning law firm, Michael has close to 15 years of experience in counseling on tax and estate planning matters and reviewing and drafting legal documents for clients.

"Give me six hours to chop down a tree and I will spend the first four sharpening the axe." 

~ Abraham Lincoln

DISCLOSURE

Registered Representative of Park Avenue Securities LLC (PAS), 2111 Route 34 South, Wall, NJ 07719 (732) 528-4800. Securities products & services o­ffered through PAS, member FINRA, SIPC. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Tomoro is not an affiliate or subsidiary of PAS or Guardian. Neither Guardian, or its subsidiaries, agents or employees provide tax or legal advice. You should consult your tax or legal advisor regarding your individual situation. Not practicing law for Guardian or any subsidiaries or affiliated thereof.

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JEREMY SUAREZ

Jeremy joined Tomoro as a managing partner in 2014 after 10 successful years with the Cambium Group. During his tenure, Jeremy has consistently excelled as an advisor in both the personal household and business planning arena.  As a managing partner, Jeremy also serves as a mentor to other associates.   When working with individual households on their wealth creation strategies; the focus is on all areas of Wealth Accumulation, Protection and Distribution.  Maximizing ones ability to save cash flow and properly allocate based on each individuals unique objectives.   As a certified Exit Planning professional, Jeremy is able to support business owners with a full range of Business Continuity, Succession and Exit Planning recommendations;  with a core focus of optimizing value.  He completed his undergraduate degree at Fordham University and his post-grad studies at NYU.  Jeremy is a licensed investment advisor representative and licensed in Life, Health and Disability insurances.

“Wealth is the ability to fully experience life” ~Henry David Thoreau

DISCLOSURE

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 2111 Route 34 South, Wall, NJ 07719, (732) 528-4800. Securities products & services and advisory services offered through PAS, member FINRA, SIPC. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Tomoro is not an affiliate or subsidiary of PAS or Guardian. CA License No. 0F94382 and AR 8401385

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JOSEPH McGLONE

Joseph is a full-service financial analyst at Strategies for Wealth. He has over ten years of professional experience including insurance planning for businesses and families. His main priority is to establish a continuous relationship with his clients that lasts a lifetime. Designing a strategy that is unique to you, eliminating cost and securing more money is his focus to ensure your maximum wealth potential.

“The best time to plant a tree was 20 years ago. The second best time is now.” 

~Chinese Proverb

KATIE MERCILLIOTT

Katie joined Tomoro in July 2015. She is the Client Relationship Manager with Tomoro serving as the principal liaison for David Mozeika & Jason Doviak and their valued clients. Katie builds loyalty through outreach, interaction, and continuous improvement of services. After working in the banking industry for nearly 8 years, Katie brings a unique proficiency when it comes to sensitive matters. She is detail oriented and has been a valuable addition to the Tomoro team.

“In any given moment we have two options: to step forward into growth or to step back into safety.”
 

~ Abraham Maslow

CHASITY BONIFACE

Chasity has over 8 years of experience in the Financial Services Industry beginning her career as the Executive Assistant of a Senior Advisor at Penn Mutual. Today, she is the Client Relationship Manager for Jeremy Suarez, assisting clients with the underwriting process and their financial needs. Chasity brings a balance of professionalism and personality when it comes to servicing clients and believes in a team first mentality. Chasity is a graduate of Kean University with a bachelor’s degree in communication studies.

“Teamwork is the secret that makes common people achieve uncommon results” ~Ifeanyi Enoch Onuoha

NETTIE MATTHEWS

Nettie has over ten years of experience as a legal assistant. Her expertise helps clients enjoy a seamless transition from beginning to end of the Estate Planning process. As assistant to Michael Canarick, Nettie helps prepares legal documents and works with our clients to ensure their satisfaction. Nettie is a graduate of Brookdale Community College.

“Every choice you make has an end result." 

~ Zig Ziglar

JEANNIE CARTER

Jeannie joins the Tomoro team as the Director of Communications and Business Development with over 12 years of experience, specifically working with luxury companies to deliver highly targeted marketing campaigns. Her extensive background will support efforts to further expand the Tomoro brand and strengthen communications initiatives. Jeannie is a graduate of Boston University with a degree in Marketing and International Management.

"Happiness is not a goal... it is a by-product of a life well lived." 

~ Eleanor Roosevelt

ROBERT FARRELL

With over 25 plus years working at banks, hedge funds and broker-dealers, Robert has extensive experience in the financial services arena. Robert started his career at Banker's Trust and was a senior portfolio manager at Soros Fund Management. After Soros, he was the CIO and Managing Partner of AFG Advisors, and most recently served as the co-founder and Managing Partner of Blanton Research, LLC. Robert is married with 4 boys and resides in Colts Neck, NJ with his wife Ellen.

"If you don’t build your dream, someone else will hire you to help them build theirs." 

~ Dhirubhai Ambani

DISCLOSURE

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 2111 Route 34 South, Wall, NJ 07719, (732) 528-4800. Securities products & services and advisory services offered through PAS, member FINRA, SIPC. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Tomoro is not an affiliate or subsidiary of PAS or Guardian.

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JOHN PESCATORE

John joins Tomoro with an entrepreneurial background having opened his own restaurant at a young age. After spending several years in the hospitality industry, John developed a passion centered on the financial aspects of the business, which led him to pursue a career in the financial services industry. John enjoys developing relationships with local entrepreneurs to educate and design strategic plans to achieve their financial dreams.

"To be able at any moment to sacrifice what you are to what you will become." 

~ Eric Thomas

DISCLOSURE

Financial Representative of the Guardian Life Insurance Company of America (Guardian), New York, NY. Tomoro is not an affiliate or subsidiary of Guardian.

David Mozeika

Managing Partner & Founder

Jason Doviak

Partner

Seth Arndt

Associate

Michael Canarick

Managing Partner & Director of Estate Planning

Robert Farrell

Partner & Investment Manager

Katie Mercilliott

Director of Operations & Underwriting Coordinator

Jeremy D. Suarez, CExP™

Managing Partner

Dana Vinci

Investment Coordinator

Chasity Boniface

Client Relationship Manager