At our firm, we have the client—and only the client—in mind.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Laura Reeves
Financial Advisor
848-261-4419
Laura Reeves, CFP®, CRPC®, MPAS™ is a Millburn, NJ native who began her career as a bank teller when she was just 17 and rose through the ranks to become the bank’s youngest branch manager. She took the opportunity to earn her insurance and securities licenses while working at the bank and realized that the world of assisting others pursue their financial destiny was where she was meant to be.
Most recently, Laura earned her Certified Financial Planner® designation, followed by the Master Planner in Advanced Studies™ credential through a rigorous four-year program. It was her desire to enhance her abilities in providing a deeper level of knowledge of advanced holistic planning.
Laura, founder of LJR Financial, believes in building lasting partnerships with her clients, working closely with them to create personalized strategies that reflect their values, priorities, and goals. She takes a holistic approach to financial planning, addressing all aspects of financial well-being to ensure continuity and confidence through every stage of life—from building wealth to protecting it, and ultimately passing it on. Her mission is to provide well-rounded support in navigating life’s uncertainties with clarity and purpose.
Laura and her husband, Scott, live in Jackson with their two children, with whom she loves to spend her time. She volunteers at her local library and is an active member of the Financial Planning Association of NJ. Laura is also passionate about giving back to the advisory community, regularly mentoring emerging professionals and leading a masterminds program designed to foster collaboration, growth, and shared learning. Her hobbies include going to Broadway shows, dancing and is rarely without a book in hand.
Laura is deeply committed to supporting her local community and making a meaningful impact. She has conducted many seminars in neighboring towns, with the goal of empowering the senior population to keep control of their finances and avoid scams that target senior citizens.
Laura holds the following licenses and affiliations:
⦁ Investment Adviser Representative (IAR) and Registered Representative
⦁ Certified Financial Planner (CFP®)
⦁Chartered Retirement Planning Counselor (CRPC®)
⦁Master Planner of Advanced Studies (MPAS™)
⦁Master of Science in Personal Financial Planning
⦁ Life, Accident and Health Producer licensed in several states
⦁ Daily Money Manager (DMM)
⦁ The Better Business Bureau
⦁ National Notary Association
⦁ National Association of Professional Women
⦁ Financial Planning Association Board Member and Chair of Major Conferences
⦁ Past Board Member and Treasurer of Jackson Friends of the Library
Sandy Tantala
Client Operations Assistant
Sandy joined LJR Financial recently as our Client Operations Assistant and plays a key role in supporting a smooth and efficient client experience behind the scenes. We’re excited to have her on board and look forward to the value she brings to both our clients and the team.
Prior to joining LJR Financial, Sandy gained over 20 years of administrative and client service experience working with an accounting firm and within the legislative branch of state government. She serves as the primary point of contact for account setup and paperwork, money movement including contributions and distributions, and other ongoing account service needs.
Sandy was raised at the Jersey shore and moved to Pennsylvania in 2005. When not working, Sandy enjoys spending time with her husband, daughter and friends making plans for fun days/nights out. Sandy finds joy getting her nails done, relaxing by the pool, bike riding, camping, and shopping.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.