Wayne, NJ Office

Gary Hirsh is a CFP® with 21 years of industry experience, currently serving as an advisor at HIGHLAND Financial Advisors, LLC. His career includes roles at Atlas Fiduciary Financial, Stonegate Wealth Management, and a long-standing position as Of Counsel at Sobel & Co., Inc., where he provides tax preparation, accounting, and tax planning services. HIGHLAND Financial Advisors is a registered investment adviser serving individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm employs a Modern Portfolio Theory-based investment approach with strategic asset allocation, fundamental securities analysis, and tax-efficient portfolio management.

Sean Gallagher is a CFP® professional with seven years of industry experience. He has worked at HIGHLAND Financial Advisors, LLC since 2019 and previously at Summit Financial Resources Inc. from 2017 to 2018. HIGHLAND Financial Advisors serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm offers wealth and investment management services, using a Modern Portfolio Theory-based approach with diversified mutual funds and ETFs, discretionary portfolio management, and ERISA 3(38) fiduciary services.

Lonniece Mc Donald is a CFP® professional with experience at multiple firms including Corient, Pathstone, and Hall Capital Partners. She has been with HIGHLAND Financial Advisors, LLC since 2026. HIGHLAND Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, families, high-net-worth clients, and institutional accounts. The firm employs strategic asset allocation grounded in Modern Portfolio Theory and integrates tax-aware strategies, supported by a team that includes a licensed CPA offering part-time tax services.

Joseph Goldy is a CFP® with 19 years of experience in the financial services industry. He has been with HIGHLAND Financial Advisors, LLC since 2020 and previously worked at TD Ameritrade Investment Management, LLC and Scottrade, Inc. HIGHLAND Financial Advisors serves individuals, families, high-net-worth clients, and institutional clients, offering wealth management, investment management, and ERISA 3(38) fiduciary services with a discretionary management of approximately $640 million. The firm emphasizes strategic asset allocation aligned with Modern Portfolio Theory and incorporates tax-aware asset location and fundamental analysis in its investment process.

Anna Marie Mock is a CFP® professional with seven years of experience, currently serving as an advisor at HIGHLAND Financial Advisors, LLC since 2014. She is part of a seven-advisor team based in Wayne, NJ. HIGHLAND Financial Advisors provides wealth management and investment services to individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm employs a Modern Portfolio Theory-based approach with strategic asset allocation, using broadly diversified mutual funds and ETFs, and offers integrated tax support and educational programs for clients.

Edward Leach is a CFP® professional with 13 years of industry experience, currently serving at HIGHLAND Financial Advisors, LLC since 2013. He previously worked briefly at Traphagen Financial Group in 2014. Outside of financial advising, he holds a New Jersey real estate license and works on a referral basis without dedicating regular hours to real estate activities. HIGHLAND Financial Advisors provides financial planning and investment advisory services to individuals, families, high-net-worth clients, and institutions. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and integrates tax-aware asset location and fundamental analysis in managing approximately $640 million in discretionary assets.

Joey Casolaro is a CFP® professional with six years of experience at HIGHLAND Financial Advisors, LLC. He previously worked at Moisand Fitzgerald Tamayo, LLC and Newbridge Securities Corporation. HIGHLAND Financial Advisors serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm focuses on wealth and investment management using Modern Portfolio Theory and strategic asset allocation, employing diversified mutual funds and ETFs alongside fundamental analysis and third-party research.