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At Precision Financial Services, we are dedicated to providing you with the most professional service possible. We hope you will call any time with questions or if you need any assistance.
The information below is designed to assist you in determining whom to call with questions or for assistance. However, we do work as a team, and any one of us will be happy to help you. If you call and are connected with someone’s voice mail, you may leave a message or dial “0" for the receptionist and ask for another individual. For clients outside of the area, please call 973-927-6300 or 1-800-927-7190. Each team member’s extension is the last three digits of his or her direct phone line. If you would like to fax anything to our office, our fax number is 973-927-7190.
MICHAEL BABYAK, JR. II
Phone: 973-927-6300 x108
Cell: 973-479-4305
michael.babyak@lpl.com
Analyzes and designs investment strategies
Monitors the market for potential impact on your investments
Facilitates financial, estate and tax planning
Relates specific personal needs into the financial plan
Reallocates your portfolio based on market changes or changes in your objectives or investment goals
DAVID GORMAN
Associate Wealth Advisor
Phone: 973-927-6300 x114
david.gorman@lpl.com
DAVID VOLLMER
Director of Operations
Phone: 973-927-6300 X100
david.vollmer@lpl.com
Operations
Compliance
Oversees Audits
Handles trade issues
Oversees training and education
PHYLLIS BABYAK
Director of Marketing
Phone: 973-927-6300 X113
phyllis.babyak@lpl.com
Marketing
Public Relations
Coordinates client events
Manages the website
Human Resources
SHAWN BRUNNER
Research Analyst
Phone: 973-927-6300 X106
shawn.brunner@lpl.com
Portfolio evaluation
Trade execution
Securities research
Prepares recommendations for client appointments
BARBARA PARELLA
Client Coordinator
Phone: 973-927-6300 x109
barbara.parella@lpl.com
Assists in all supporting functions
Facilitates client services and inquires
DIANE COUILLARD
Director of First Impressions
Phone: 973-927-6300 x102
diane.couillard@lpl.com
Greets clients and makes them feel comfortable
Handles incoming calls
Manages insurance related service
Processes & tracks new insurance applications
Assists in the preparation of insurance proposals
Responsible for scheduling appointments
ENHANCED SERVICES
MICHAEL BABYAK, SR.
Chairman of the Board, Heritage Community Bank
Cell: 973-479-4315
mikebabyak@lpafinancial.com
DAVID TENENBAUM
Pension Administrator
973-857-9003
dave@squireretirement.com
Designs pension plans
Ensures group and personal pension schemes operate effectively on a day-to-day basis.
Works as liaison with other departments to ensure compliance with legal and regulatory aspects are met.
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