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Thomas J. Geraghty Jr. is a Principle and Senior Wealth Manager with Stonegate Wealth Management. An experienced financial planner with more than twenty-five years’ experience, he is dedicated to providing financial, estate, and tax planning services. Tom focuses on the client’s agreed-upon financial goals. He will typically bring together a professional team to generate both […]

Lisa Oberdick is a Financial Planner with Stonegate Wealth Management. Lisa started working with Tom Geraghty as a junior at Kean University in New Jersey and in 2021 celebrated her 34th tax season. Lisa is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. In her dual role, Lisa manages money for individuals, families […]

James Francis is the Director of Financial Literacy and Development at Stonegate Wealth Management. James is an executive coach and public speaker/trainer who strives to continuously make positive change during his workshops and discussions. Over the past decade, he has become a trusted advisor as he leads individuals and groups to reach their personal and […]

Michael Keane is the Director of Strategic Initiatives at Stonegate Wealth Management. Michael brings more than 40 years’ experience, first, in the education field, then in management and leadership in financial services and management consulting. He taught at the University of Delaware for four years and worked for the Ministry of Education in the Kingdom […]