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Team

At Total Financial Concepts, Inc, we believe our teamwork approach adds a broader perspective to all we do and provides additional benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

As a member of the Society of Financial Professionals and with over 35-years experience, Mr. Tuzzo holds a Masters of Science Degree in Financial Services. He is also a Chartered Life Underwriter and Chartered Financial Consultant, and...

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Todd J. Jakubik*, CFP® is a seasoned financial professional specializing in asset management and cash flow analysis. Since becoming a partner at Total Financial Concepts in 2006, he has developed a comprehensive approach to helping...

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Peter R. Bruckmann

Manager, Employee Benefits Division

732-225-7404

732-225-7405

Peter R. Bruckmann’s 35-year career span boasts several different nationally-recognized brands in the insurance industry including Penn Mutual and Allstate Financial Services. Since joining Total Financial Concepts in 2012, Peter...

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Diane Lanigan

Administrative Assistant

(732) 225-7404

(732) 225-7405

Diane Lanigan is an integral part of the team at Total Financial Concepts, serving as the Administrative Assistant for the entire team. Diane received her degree from Katherine Gibbs Business School, and has an additional Associated...

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A Financial Advisor since 2006, Douglas F. Grant, works with clients to help build, manage, preserve, and transition the wealth they have accumulated through a lifetime of hard work. Doug is the newest member of Total Financial...

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