Our Team

President of the Dental Division

Joe is an active member in the dental community and has exclusively served the dental professional community. As the President of the Dental Division, Joe is based out of our South Jersey office and works with thousands of our clients across the country. With extensive experience working with the needs of dentists and their families, Joe personalizes every experience and recommendation to their goals.

Over the years, Joe has enjoyed celebrating financial and life success with clients, whether its landing a first job, opening a practice, starting a family, paying off student loans, or retiring from clinical work.

As a Chartered Financial Consultant® (ChFC®), Joe holds active Life, Health, & Disability Insurance, and Property and Casualty licenses.
To better serve his clients, he is studying to become a Certified Student Loan Planner.

In his free time, Joe enjoys sitting in his hot tub and bragging about it to clients.

Director of National Partnerships
Conor is a graduate of Saint Joseph’s University, where he studied the foundational elements of financial planning during his undergrad. He went to work for an independent wealth management firm shortly after graduating, and spent his time breaking down college funding and financial aid for families, building out distribution strategies for retirees, and creating financial plans around present and future cash-flows.

Conor holds his Series 7, 63 securities license and is currently working on becoming a Chartered Financial Consultant.

He joined CFS Dental Division in 2020 to work with dental professionals on holistic financial planning for their future selves and families.

When not working, he loves to stay active and roam through farmer’s markets in the Lower Hudson Valley.

Regional Advisor
T.J. is a graduate of Ursinus College in Collegeville, Pennsylvania, where he majored in applied economics with a focus in finance and accounting. He holds licenses in Property, Casualty, Health, and Life Insurance. He is currently focused on getting his CFP designation.

Born and raised in Ocean City, New Jersey, he works in our South Jersey office. He joined CFS in 2023 to work with dental professionals on their financial planning and prepping them and their families for their futures.

When not working, T.J. loves to golf in South Jersey.

Director of Property and Casualty

Matt is a Property and Casualty insurance specialist who has worked almost exclusively with the Dental community since he first obtained his license. As a Director of the Property and Casualty team at CFS Dental Division, Matt serves our clients directly by answering questions, discussing coverage options, and providing risk management advice. He also works behind-the-scenes to ensure our clients’ needs are taken care of in an efficient manner. Matt believes that insurance is not just about the numbers, but about finding the right solution for each situation by reviewing the minute details that are often overlooked in the insurance industry.

When he’s not behind the desk, Matt enjoys spending time with his wife, Olivia, and their family and friends. He also enjoys disc golf, playing the guitar, and studying the Bible.

Matt currently holds a Property and Casualty license with an AINS (Associate in Insurance) designation and has taken several courses towards the AAI (Accredited Adviser in Insurance) and AU (Associate in Commercial Underwriting) designations. To work with Integrity, Compassion, and Humility is Matt’s goal, and in whatever situation he finds himself, Matt strives to treat others the same way he would like to be treated.

Executive Assistant to the President
Kaitlin is an executive assistant at CFS Dental Divsion. Here at CFS, she manages the day to day tasks of all our agents and ensures that processes run smoothly and efficiently.

Kaitlin is originally from Lakehurst, NJ, but spent majority of her time during and after college in Philadelphia. Currently, Kaitlin is studying to become a Chartered Financial Consultant.

In her free time, Kaitlin enjoys playing volleyball and spending quality time with her son

Policy Services Specialist

Jerry is South Jersey born and raised, with a love of the outdoors. He joined CFS Dental Division in early 2021 with an eagerness to advise dental professionals in any way he could. Easy to talk to and always available to listen to clients are his star qualities.

In his free time Jerry enjoys going on runs and spending time with his dogs ( dog pictures available upon request).

Account Executive

Eric earned a degree from Ohio’s prestigious Kenyon College and a master’s from Boston University. He spent the first part of his career as a film and television producer (Discovery Channel, Amazon), and brings the same skills for problem-solving, managing large projects, and large budgets, to CFS Dental Division.
When Eric transitioned to finance, he quickly developed a specialty for working with business owners, helping them address all their commercial insurance needs. Eric holds active Property & Casualty, Life, Accident, and Health licenses.
In his free time, Eric hosts the Neighborhood Bookstore podcast, where he interviews authors about their writing process.