372 Route 22 West
Whitehouse Station, New Jersey 08889
908.534.4828
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Meet Our Planning Team

Rosario Greco, CFP®, CPA*, CRPC

Financial Planner

Phone

908.534.4828 x101

Email Address

Rosario.Greco@LFG.com

Rosario Greco is a graduate of Susquehanna University with a degree in Accounting and Economics. He has gone to amass additional certifications as a Certified Financial Planner, Certified Public Accountant, and a Certified Retirement Planning Consultant. As a member of the Financial Planning Association, Rosario advocates for complete transparency, clearly understood information and high standards of conduct. Due to his extensive knowledge of retirement planning, income and estate tax issues and wealth accumulation, Rosario has been a frequent guest speaker throughout New York and New Jersey.

Most Likely To Be: Singing the Bee Gees
Fun Fact: Rosario can play the accordion!

 

 

David P. Nader, CFP®

Financial Planner

Phone

908.534.4828

Email Address

David.Nader@LFG.com

David Nader graduated from the College of New Jersey in 1985. Soon thereafter, he began his career with Allmerica Financial concentrating on families and businesses. He specializes in risk management, retirement planning, investments, estate tax issues and wealth accumulation. Dave received his Certified Financial Planner Certificate and moved to Lincoln Financial Advisors after ten years with Allmerica. His affiliation with Lincoln Financial Advisors was due in part to Lincoln’s recognition by the Financial Planning Association for their work in financial planning.

Most Likely To Be: Eating M&M’s
Fun Fact: Dave is in the process of restoring a 1956 Chevy 210. (Which his kids absolutely love to drive in when they go for ice cream) Dave is also a die hard ice cream fan.

 

 

Marissa Greco

Financial Planner

Phone

908.534.4828 x104

Email Address

Marissa.Greco@LFG.com

Marissa attended Manhattan College where she played D1 soccer. She then graduated and worked for M&M Mars for 4 years as a Cocoa Buying Operations specialist trading Cocoa. After recognizing her passion in Finance, she decided to leave Mars and work along her father at Greco-Nader & Associates where she has attained all her licensing to be a Financial Planner.

Most Likely To Be: Snacking
Fun Fact: Marissa was on the Channel 7 news.

 

 

James Greco

Financial Planner

Phone

908.534.4828 X102

Email Address

James.Greco@LFG.com

James graduated from Quinnpiac University with a Bachelor's degree in Finance. At Quinnpiac he played D-1 soccer all four years. He has been working in the financial industry ever since and is currently pursuing his CFP designation. He looks forward to bringing a fresh perspective to Greco-Nader and Associates.

 

 

 

Heidi Cintron

Paraplanner

Phone

908.534.4828 x107

Email Address

Heidi.Cintron@LFG.com

Heidi Cintron started working at Greco Nader & Associates in the spring of 2014 as an Administrative Assistant. She previously worked in the hospitality industry for 7 years and has many years of experience in customer service. Heidi was recently promoted to Paraplanner and assists both Rosario and David in annual reviews, financial plans and client management.

Most Likely To Be: Smiling
Fun Fact: Heidi met celebrity chef Gordon Ramsey while he was filming a television show in Whitehouse, NJ.

 

 

Maria Carvajal

Administrative Assistant

Phone

908.534.4828 X100

Email Address

Maria.Carvajal@LFG.com

Maria previously worked in the hospitality business for 10 years before deciding to join Greco-Nader and Associates. She has been able to apply her extensive knowledge of customer service to the world of finance as an Administrative Assistant. Taking care of clients is her strength and she wishes to create great relationships with them.