Top Real Estate Agents Named; Twp. Resident To Speak at College

Basking Ridge resident Jeremy T. Welther, principal, senior financial advisor, Certified Financial Planner, AIF and Chief Compliance Officer for Brinton Eaton, a wealth management firm, will along with another financial planner speak on Nov. 21 at William Paterson University in Wayne.

Welther and Lauren Locker, Certified Financial Planner and founder of Locker Financial Services, LLC, will address a group of undergraduates participating in the Bachelor of Science in business administration/financial planning and certificate program about their experiences in the financial advisory industry.

Among the topics the two will cover are why they entered the field and what they’ve learned over the years about financial planning. A discussion of the challenges they have encountered along the way also is planned.

"As members of the National Association of Personal Financial Advisors (NAPFA), Lauren and I are delighted to have this opportunity to address the students at William Paterson,” said Welther.

“Financial planning is an extremely rewarding profession and we look forward to sharing our insights,” Locker added.

Brinton Eaton is a full-service wealth management firm and is a registered investment advisor with the Securities and Exchange Commission. Welther is a CFP and has been awarded the Accredited Investment Fiduciary designation by the Center for Fiduciary Studies. He currently is president of NAPFA’s Northeast/Mid-Atlantic Region Board of Directors. 

Locker Financial Services, LLC is a fee-only financial planning company in Little Falls, New Jersey. Locker is an independent Certified Financial Planner practitioner and a Registered Investment Advisor. She currently serves as Chairman of NAPFA’s Northeast/Mid-Atlantic Region Board of Directors.

Coldwell Banker Announces Monthly Sales Associates

Coldwell Banker Residential Brokerage announced its top agents in Somerset County for the month of September. Cherie Berger of the Warren sales office was named the Somerset County Associate of the Month, ranking number one in sales production among all Coldwell Banker agents in Somerset County, according to the announcement from Coldwell Banker.

 Four additional agents were honored as Associates of the Month, ranking No. one in sales production in their respective sales offices: 

• Penny Toombs, Basking Ridge
• Benny “Kevin” Yento, Bedminster
• Lee Opperman, Bernardsville
• Mary V. Hines, Hillsborough

Coldwell Banker Residential Brokerage in New Jersey and Rockland County, operates more than 55 offices and more than 3,200 sales associates in communities from Rockland County, N.Y. to Monmouth County, New Jersey. Visit www.coldwellbankermoves.com for more information.