Robert Tilson, CFP®
Robert Tilson, CFP® ® founded The Tilson Financial Group, Inc., an SEC registered firm, in 1991. He believes the firm’s success is best measured by the number of clients with long-term working relationships, many going back to the firm’s inception. With almost three decades of experience, Bob helps clients determine what is important to them and then delivers peace of mind through comprehensive wealth management and client service. The eleven professionals in the firm have earned a number of professional designations/advanced degrees including Certified Financial Planner, Certified Public Accountant, Masters of Business Administration, Chartered Financial Analyst, Chartered Life Underwriter and Chartered Financial Consultant.
Bob is a CERTIFIED FINANCIAL PLANNER ™ professional. He received both his undergraduate degree in Engineering and his MBA® in Business Administration and Finance from Rutgers University. He is a member of both the national and local Financial Planning Associations. Bob also serves as board member of the Joan Capps Foundation, an organization engaged in activities that benefit women and children with specific emphasis on global hunger and healthcare issues.
John T. Prokop, CFP®, CPA®, CFA®
John has been providing investment and wealth advisory services since 1994. He brings a broad range of experience to client relationships, including retirement planning, investment portfolio design, risk management and general long-range financial planning and optimization strategies. In addition to having client responsibilities, John is a member of the firm’s investment and financial planning committees.
John earned a Bachelor of Science degree in Business Administration with a concentration in Accounting from Georgetown University and an MBA® in Finance from New York University’s Stern School of Business. He is a Certified Public Accountant (CPA®), a Chartered Financial Analyst (CFA®) charterholder, and a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). He is a member of the Financial Planning Association, the American Institute of Certified Public Accountants, and the CFA® Institute.
John is the treasurer of the Georgetown University Alumni Club of Northern New Jersey and serves on the Florham Park Capital Improvement Committee. Additionally, he is on the advisory board of Senior Cents, a money management and advocacy program for seniors through Cornerstone Family Programs in Morristown, NJ. John and his wife, Kathy, live in Florham Park with their three children.
Judy Lutzy, CFP®
Judy Lutzy is a seasoned Financial Planner with 23 years of experience in creating financial plans and helping her clients to achieve both their financial and life goals.
Judy is a CERTIFIED FINANCIAL PLANNER™ professional, advising clients in all areas of financial planning and wealth management. She has an undergraduate and graduate degree from The Ohio State University. She provides planning and investment management to small businesses and individuals. Two areas in which she specializes are divorce planning and planning for non-traditional couples. Judy has received advanced training from the Kinder Institute of Life Planning.
She is a member of both the national and local Financial Planning Associations. She is both security and insurance licensed. Judy is a Registered Representative of American Portfolios Financial Services, Inc. In addition, she is actively involved in many community organizations. She serves on the Endowment and Finance Committees of a local church. She helps to raise money for women running for public office in New Jersey and she volunteers to help mentor college students entering the financial planning profession.
Judy resides in West Orange New Jersey and has three grown daughters and two grandchildren.
William J. McCahill, CLU, ChFC, CFP®
Bill is a Registered Representative of American Portfolios Financial Services, Inc. He holds the CERTIFIED FINANCIAL PLANNER™ certification. Prior to joining the Tilson Financial team in 1995, Bill worked for the Metropolitan Life Insurance Company, where he was awarded the prestigious Presidential Quality Award for his commitment to customer service. He also holds the designations of Chartered Life Underwriter and Chartered Financial Consultant from the American College, Bryn Mawr, PA. He is also an Investment Advisory Representative of Tilson Financial Group, Inc. Bill is a member of the Financial Planning Association. He received his B.S. Degree in Marketing from Rutgers University.
Michael McGrady, CFP®,CPA®
Mike is an Investment Advisory Representative of Tilson Financial Group and a Registered Representative with American Portfolios Financial Services, Inc. He holds the CERTIFIED FINANCIAL PLANNER™ certification. He achieved the designation of Certified Public Accountant in 1983. Mike is a member of the American Institute of Certified Public Accountants as well as New Jersey State Society of Certified Public Accountants. Mike specializes in income tax and estate tax planning issues. He received his B.S. degree in Commerce, majoring in accounting, from Rider University.
Leo Tropeano, CPA®, MBA®, CGMA®
Leo is an Investment Advisory Representative of Tilson Financial Group and a Registered Representative of American Portfolios Financial Services, Inc. He holds a Series 7 and Series 65 Securities License. He has been a Certified Public Accountant since 1984 and is a member of the American Institute of Certified Public Accountants as well as New Jersey State Society of Certified Public Accountants. Leo specializes in financial analysis and planning as well as wealth management and estate/income tax planning. He received his B.S. degree in Commerce with a major in accounting from Rider University.
Anthony Lupo, CFP®
As a Financial Analyst, Anthony’s responsibilities include investment analysis, trading, portfolio rebalancing and development of financial plans for clients. He is a member of the firm’s financial planning and investment committees.
Anthony holds the CERTIFIED FINANCIAL PLANNER™ designation and is a Cum Laude graduate of Rutgers University where he earned a Bachelor of Arts degree in Economics and Psychology.
Robert S. Tilson, CFP®
As a Certified Financial Planner, Rob’s primary responsibilities include investment analysis and business development. He is also a member of the firm’s financial planning and investment committees.
Prior to joining the Tilson Financial team in 2016, Rob spent six years at Gabelli & Partners, LLC, a money management firm in Rye, NY. Rob holds the CERTIFIED FINANCIAL PLANNER™ designation and is a graduate of Boston College where he earned a Bachelor of Science in Finance and a Bachelor of Arts in Philosophy. Rob lives in Chatham with his wife, Courtney.
Nicki has been with The Tilson Financial Group since 1992. In her role as Operations Manager, she is responsible for opening and transferring accounts, money transfers, supporting client requests and communicating with the client service departments of account custodians. She holds a Bachelor of Science degree in Accounting from Montclair State University
Theresa manages our client database system, quarterly reporting process and all electronic communications with clients. She also coordinates the firm’s compliance reporting to the regulatory authorities.
Theresa was previously the office manager of a real estate attorney’s office for 15 years where she supervised the administrative process in real estate closings. She holds a Bachelor of Science in Business Administration degree from Seton Hall University’s Stillman School of Business.
Lisa is a Client Service Administrator at The Tilson Financial Group. She is responsible for scheduling and preparing reviews for clients, supporting client requests and managing various administrative tasks for the office.
Lisa was previously a content strategist at Razorfish in New York City. She holds a Bachelor of Arts degree in French with a minor in Economics from Ohio Wesleyan University.