Broker Check

Meet Our 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.

Todd Jakubik, CFP®

President

(732) 225-7404

(732) 225-7405

tjakubik@totalfinancialconcepts.com

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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Brandon Grocki, CFP®

Certified Financial Planner

(732) 225-7404

(732) 225-7405

bgrocki@totalfinancialconcepts.com

Brandon Grocki is a thoughtful and conscientious financial professional, delivering personalized investment and asset protection strategies to both families and business owners. His individualized approach carefully considers the...

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Stephen Benvenuto

Operations Specialist

(732) 225-7404

(732) 225-7405

sbenvenuto@totalfinancialconcepts.com

Stephen Benvenuto joined the financial services industry in 2018. He is passionate about project management, improving processes, and providing excellent service to both colleagues and clients.Stephen joins Total Financial Concepts,...

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Diane Lanigan

Administrative Assistant

(732) 225-7404

(732) 225-7405

Lanigan.Diane@pmlmail.com

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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