"Our staff are experienced professionals with a “hands on” approach to financial guidance. You will you find team members knowledgeable, and discover that our staff truly cares about helping you.

We will do everything in our power to keep you focused on where you want to go, advise you on how to get there and realize your dreams."

JOHN (JACK) FISHER

John R Fisher has over 25 years of investment and tax planning experience as both a Certified Public Accountant and Certified Financial Planner. Among his many other accomplishments: he is past president of his local rotary club, past president of the local little league and currently serves as vice president of the Delaware Valley School District Board of Directors.

Known as “Jack” to his clients and friends, he has been married to his high school sweetheart and has two grown married children.  His son Captain Bryan Fisher served in the U.S army, 10th Mtn Division. His daughter Jenn is a Certified Fundraising Executive.

Jack has studied finance and money his entire life. He graduated from Hofstra University, Zarb School of Business earning his Baccalaureate with a Major in Accounting. He also holds a Masters Degree in Financial Planning.

2011 marked 25 years of being in business and we look forward to the next 25 with great enthusiasm.

SUE FISHER

Sue Fisher is the Team Manager and Wealth Manager Assistant and coordinates all aspects of the office day to day operations. Always active and perpetually in motion she keeps both offices effective and efficient. She has been married to Jack for over 40 years. She is able to see the needs of the office and fill them quickly so the office runs smoothly.

Sue is a graduate of Hudson Valley Community College.  She enjoys all types of athletics including golf and pickleball.

Besides her passion for her married children and grandchildren, she is an avid Army West Point football fan.

Diane Blake is the bookkeeper and performs the supporting accounting services. This includes payroll administration, sales tax administration as well as reconciliations and other bookkeeping services for our clients.

Diane is a graduate of Moravian College with a bachelor's degree in Accounting, minoring in Management. She had a long accounting career in the property and casualty insurance industry, most recently with over 25 years at Selective Insurance in Branchville.

An over 50 year resident of Sussex County, Diane loves the area and all it has to offer. In addition to enjoying time in her lake community, Diane is active in church and community events. She is enjoying her second career in accounting working with the public and learning the ins and outs of small business.