How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Steve Leitzell, CLU, CHFC, RICP, CFP
Wealth Manager
STEVE is a well-known financial advisor in New Jersey, with his office based in Farmingdale, NJ. Founder of Asset & Income Management, Inc., he previously served as CEO and President of Couch Braunsdorf Financial Group and Founder and...
Marie Kavanagh
Executive Assistant to Steve Leitzell
As an experienced Human Resources Business Partner, Marie works independently on various projects and initiatives required by AIM and Steve which align with the overall business strategy. She has outlined the layout of external...
Patrick Mills, Advanced TechService LLC
Technical Support