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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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Steve Leitzell, CLU, CHFC, RICP, CFP

Wealth Manager

(732) 612-3034

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...

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Marie Kavanagh

Executive Assistant to Steve Leitzell

(732) 612-3034

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...

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Patrick Mills, Advanced TechService LLC

Technical Support

(732) 612-3034

Pat is responsible for keeping the many client analysis and software systems employed by AIM and Steve running smoothly so that we can provide our clients with the best solutions to their needs. Pat served in the US Navy for seven...
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