Alison Digiulio

Meet Sean Lovison, the founder of Purpose Built Financial Services, LLC, your trusted advisor for achieving financial independence. Based in Moorestown, NJ, but serving clients virtually across the U.S., Sean specializes in guiding professionals with equity compensation and solo entrepreneurs. With a transparent, fee-only, flat-rate structure and a fiduciary commitment to unbiased advice, Sean prioritizes your financial well-being. His comprehensive services, including tax preparation and wealth management, are designed to organize, grow, and protect your assets, all with the goal of helping you live a more purposeful life. Take the first step toward financial freedom by contacting Sean today.

I’m Matthew Reakus, a Christian, father of three, husband to an amazing wife, and a dedicated financial planner passionate about helping families thrive financially. As the owner of Sound Wealth, I work with individuals, families, and business owners to simplify their financial lives, all through the lens of biblical stewardship. I teach biblical financial courses, guiding others on how to manage their resources wisely while honoring their faith. I also find joy in coaching my kids’ sports and staying active in my community. At Sound Wealth, we focus on providing comprehensive financial planning, investment management, and tax preparation services. Our financial planning goes beyond the basics, incorporating long-term strategies that align with personal and Kingdom goals. Through biblically responsible investing, we help clients grow their wealth while ensuring their investments reflect their values. Our tax services are proactive, offering year-round planning to minimize liabilities while maximizing the potential for giving and legacy-building. In all our services, from business consulting to retirement planning, we aim to deliver clarity, confidence, and financial freedom, allowing our clients to invest in what truly matters. Whether you're seeking to plan for the future, grow your investments, or simplify your finances, we’re here to guide you every step of the way. Let's make your financial journey not just successful, but purposeful.

Michael Fehrenback is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1999 and joined Merrill in 2017 after experience at Smith Barney and Morgan Stanley. Michael serves a multi-generational client base that includes active and retired executives at power and public companies, attorneys, and others residing in more than a dozen states. Michael focuses on building strong relationships with clients, emphasizing frequent communication to understand their long-term goals, financial concerns, and preferences. He specializes in areas such as executive compensation, family wealth management, legacy planning, liquidity management, tax minimization, and retirement income. His approach includes developing customized strategies that enhance both assets and liabilities, coordinating with clients’ CPAs and attorneys on tax and wealth transfer matters, and incorporating Merrill’s research and vetted investment managers into portfolio construction. Michael holds a Bachelor of Science degree in Economics from Rutgers University and has earned the Personal Investment Advisor (PIA) designation. Outside of work, he spends time with his wife, Renee, and their three children, and enjoys golfing, reading, running, traveling, and watching movies.

Randy Sinnott is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their personal priorities and develop tailored strategies to pursue their financial goals, including short-, mid-, and long-term objectives. His approach encompasses a range of services, such as retirement planning, education funding, legacy planning, portfolio management, tax minimization, and small business strategies. Randy holds a Bachelor's Degree from Rutgers and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is also connected to Bank of America specialists, enabling him to provide clients with additional resources across banking, credit, home financing, and small business solutions. Outside of his professional work, Randy has personal interests in baseball, boating, fishing, football, golfing, hunting, running, and tennis.

Christopher Paul is a Financial Advisor with Merrill Lynch Wealth Management, where he works with clients to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a broad range of financial matters, including investing, retirement planning, and preparing for unexpected expenses. Additionally, he connects clients with Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Christopher holds a High School Diploma from Northern Burlington High School and an Associate's Degree from Burlington College. He has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Portfolio Management Advisor (APMA), and Chartered Retirement Planning Counselor (CRPC). His approach centers on understanding what matters most to clients and their families in order to create personalized financial strategies.

Albert Kim is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch as an intern in 2009 and, after graduating from the University of Pittsburgh in 2010, gained experience in investment, banking, and credit at Edward Jones and JPMorgan Chase. He returned to Merrill Lynch in 2014 and has since worked with the Barnett-Roskos Wealth Management Group. Albert's expertise includes college education planning, employee benefits planning, institutional and corporate benefit services, legacy planning, liquidity management, individual and corporate investment strategy, tax minimization, and retirement income. He holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Villanova, Pennsylvania, Albert resides in New Jersey with his wife and their dog. He has personal interests in boxing, golfing, hiking, tennis, watching movies, and yoga, and is active in his community as a board member on several nonprofits.