Andrew Tupler, CFP®, MBA
CERTIFIED FINANCIAL PLANNER®
Josh Murray, CFP®
CERTIFIED FINANCIAL PLANNER®
Connor Barbella, CFP®
CERTIFIED FINANCIAL PLANNER®
Amanda Standard, M.S. CFP®
CERTIFIED FINANCIAL PLANNER®
Jake Schermerhorn, CFP®
CERTIFIED FINANCIAL PLANNER®
Chad Kreda, CPRC®, AAMS
Investment Coordinator
Natalie Verdeflor, MBA
Client Relations Specialist
Melissa Kunka
Client Relations Specialist
Farah Noble
Client Relations Specialist
York Cook
Office Administrator
David Vickroy
Financial Paraplanner
Andrew Tupler CFP®, MBA
CERTIFIED FINANCIAL PLANNER®
Andy founded Tupler Financial in 1999 with a vision to create a firm that delivers personal and customized service in an age of rushed and often automated help. Andy believes an advisor should see the people behind the numbers, and he takes the time and effort needed to really know his clients. During his more than 25 years of experience, he has developed a specialized team to be proactive in clients’ lives, helping them manage today’s complex financial world. This provides them the financial confidence to live their ideal lives, giving them time to focus on the things they enjoy most.
Andy is a member of Entrepreneurs Organization (EO), and the Financial Planning Association. He serves on the board of trustees and as treasurer for Everas Community Services. He lives in Delray Beach, FL with his wife, Dara, and they have two grown sons, Noah and Shane. Andy and Dara also spend time in the summer in Seaside Park, NJ.
Andy is a CERTIFIED FINANCIAL PLANNER® professional, committed to rigorous ethical standards, ongoing training, and an obligation to make recommendations that are in clients' best interest.
Andy is proud to have been recognized as a Chairman's Level advisor for 2024—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.
Education and Credentials:
University of Maryland with a bachelor’s degree in finance
MBA from Rider University
CERTIFIED FINANCIAL PLANNER® certification, which, along with the continuing education requirements, provides a modern approach to financial planning.
Josh Murray, CFP®
CERTIFIED FINANCIAL PLANNER®
Josh is a partner and CERTIFIED FINANCIAL PLANNER® professional at Tupler Financial, with nearly two decades of experience in the financial industry. He began his career in institutional trading, where he developed a keen understanding of financial markets and built strong client relationships. Seeking to make a more personal impact through his work, Josh joined Tupler Financial, in part because of an alignment of core value which includes a strong desire to help others, continuously striving to improve, and embracing the power of teamwork.
Many of Josh’s clients, particularly those in the pharmaceutical industry, creative/advertising space, and legal professions, lead hectic lives, juggling demanding careers and personal responsibilities. Often pulled in multiple directions and unsure of how to best manage their finances, they turn to Josh and the team at Tupler Financial. The goal is to empower clients to focus on what matters most to them—family, friends, work—by creating a collaborative partnership designed to optimize their financial journey.
Through the firm’s Planning for Life approach, Josh helps clients gain a comprehensive view of their financial situation. This begins with coordinating, organizing, and prioritizing their finances. From there, Josh works to uncover opportunities and strategies that align their financial resources with their personal, professional, and life goals.
Outside of his professional life, Josh lives in Madison, New Jersey, with his wife Jen and their children, Molly and Cooper. He supports Madison athletics by volunteering as a coach, including girls' and boys' lacrosse, girls' and boys' basketball, and softball. The family also supports St. Hubert's Animal Welfare Center by volunteering to walk shelter dogs—a rewarding experience for both the family and the dogs. Josh is an avid runner, cyclist, and a dedicated fan of the New York Giants. During the summer, the family spends time down the shore in Ortley Beach, New Jersey.
Education and Credentials:
Quinnipiac University, bachelor’s degree in marketing
CERTIFIED FINANCIAL PLANNER® certification, which, along with the continuing education requirements, provides a modern approach to financial planning
Member of the Financial Planning Association
Scholar-athlete as a captain of the Quinnipiac University lacrosse team
Madison Junior Lacrosse Club, Inc Board Member
Connor Barbella, CFP®
Operations Manager
CERTIFIED FINANCIAL PLANNER®
Connor graduated from the University of Delaware with a double major in finance and financial planning. This Blue Hen joined Tupler Financial as a Financial Planning Analyst on the career track to become a Financial Planner in 2021. In November of 2024, Connor was promoted to the firm's operations manager. He is excited to continue to learn and grow within the company.
Connor is passionate about educating and helping others, which is why he is excited to be a part of a team of professionals that always go above and beyond for their clients. He believes that learning from such seasoned and trusted advisors ensures that he can provide the same level of service and advise.
Prior to joining Tupler Financial, Connor spent the majority of his young career in a variety of customer service positions. He credits this as the reason why he loves working with and helping others. This is also where Connor learned how rewarding it can be to provide a client with an excellent and helpful service experience.
Connor is a member of the Financial Planning Association. He has also passed the CFP® exam and completed the experience requirement to be called a CERTIFIED FINANCIAL PLANNER® Professional! On a personal note, Connor was born and raised in Flemington, New Jersey. His hobbies include working out, reading, and watching television shows.
Education and Credentials:
University of Delaware with a Bachelor's Degree in Finance and Financial Planning
CERTIFIED FINANCIAL PLANNER® certification, which, along with the continuing education requirements, provides a modern approach to financial planning.
Amanda Standard, M.S., CFP®
CERTIFIED FINANCIAL PLANNER®
Amanda started her career over a decade ago, with an internship at a financial planning firm while an undergraduate at the University of Georgia. She fell in love with the industry and, after completing her Bachelor’s Degree in Finance, turned around and completed her Master’s Degree in Financial Planning. She joins Tupler Financial after working at several firms developing skills in operations, planning, and advising.
She knows that with the ever-changing laws and busy schedules, finances can be especially stressful for many. She strives to partner with clients to help explore and conquer their goals.
Amanda is a CERTIFIED FINANCIAL PLANNER® professional, which is a commitment to rigorous ethical standards, ongoing training, and an obligation to make recommendations that are in clients' best interest.
Amanda lives outside of Atlanta, Georgia, with her fiancé Jesse and enjoys spending time with friends and family, sewing, traveling, gardening, snowboarding, mountain biking, and recently getting into backpacking!
Education and Credentials:
University of Georgia with a Master’s degree in financial planning
CERTIFED FINANCIAL PLANNER® certification, which, along with the continuing education requirements, provides a modern approach to financial planning
Jake Schermerhorn, CFP®
CERTIFIED FINANCIAL PLANNER®
In May of 2023, Jake graduated Cum Laude from the University of Delaware with a bachelor's degree in Finance and minors in International Business and Spanish. In his time at UD, he served in leadership roles for multiple organizations, including president and founder of the first Phi Kappa Sigma International Fraternity chapter in the school's history.
Driven by his desire to make a positive impact on people's lives, Jake's decision to join the Tupler team was because of our firm's dedication for putting clients first, our team of experienced professionals, and our comprehensive range of financial services. This synergy between his personal goal's, our firm's mission, and the opportunity to grow under advisors with dozens of years of experience in the industry ultimately led to him joining the team as a Financial Analyst this past June.
Jake has completed the education and tenure requirements to pursue and obtain the CERTIFIED FINANCIAL PLANNER® certification. He is incredibly excited to contribute his skills into our unique Planning for Life® process.
Jake grew up in Oakland, NJ, where he still lives today. Some of his favorite hobbies include golf and basketball; however, he is adamant that he has still yet to meet someone who can beat him in cornhole.
Chad Kreda, CPRC®, AAMS
Investment Coordinator
Chad graduated from Michigan State University in 2020 with a major in Finance and a minor in Insurance and Risk Management. While at MSU, he held a leadership role in the university’s Wealth Management Association, where he mentored fellow students and helped guide them toward careers in financial planning.
Chad is driven by a strong interest in financial markets and a commitment to helping others achieve their investment goals. He thrives in high-performing teams that prioritize client outcomes and values the opportunity to collaborate with seasoned professionals whose expertise helps him continuously refine his skills and deliver exceptional results.
Prior to joining Tupler Financial, Chad served in several associate financial planning roles, where he built a solid foundation in portfolio analysis, client risk assessment, and market research. He worked closely with senior advisors to evaluate investment strategies and conduct due diligence across a wide range of investments. These experiences sparked his passion for investment research and provided him with the analytical tools he applies in his current role.
Chad currently resides in Holly, Michigan with his fiancée, Kacey, and their daughter, Briar. In his free time, he enjoys weightlifting, writing music, and watching hockey.
Education and Credentials:
Michigan State University with a Bachelor’s Degree in Finance and a Minor in Insurance and Risk Management
Chartered Retirement Planning Counselor (CRPC®)
Accredited Asset Management Specialist (AAMS)
Natalie Verdeflor, MBA
Client Relations Specialist
Natalie began her career in private banking at one of the major American banks in New York. She has more than 15 years’ experience working in relationship management, client service, marketing, and project management in financial services, as well as other industries.
In her role as Client Relations Specialist, Natalie focuses on providing superior client service, assisting with client onboarding, and supporting the advisors with client meeting preparation.
Natalie majored in finance and earned a bachelor’s degree in business administration from Pace University, and attended an international master degree program, where she earned her MBA from Krannert Graduate School of Management at Purdue University. She earned a Master in international business from the German International School of Management and Administration in Hannover, Germany.
Natalie lives in Bridgewater, New Jersey, with her son, Maximilian. In her free time, Natalie enjoys watching and going to sporting events with her son. She and Max are fluent in German and Natalie is also a member of the American Association of Teachers of German.
Melissa Kunka
Client Relations Specialist
Melissa began her career in the financial services industry over 20 years ago. Throughout her two decades in the field, she has built a strong reputation for delivering exceptional client service and fostering long-term relationships based on trust, attention to detail, and a deep understanding of the clients’ needs.
Melissa holds both the Series 7, Series 63 and Series 65 licenses, reflecting her commitment to ongoing professional development and her ability to support clients with a wide range of investment and financial planning needs. Her extensive background in relationship management makes her a valuable resource to clients navigating complex financial decisions.
Outside of the office, Melissa lives in Virginia Beach, VA with her husband, Bobby, and their two children, Colby and Gabriella. She loves spending time at the beach, traveling with her family, experimenting with new recipes in the kitchen, and enjoying meaningful time with friends and loved ones.
Farah Noble
Client Relations Specialist
Farah brings over 20 years of experience in the financial services industry, with a strong background in client relationship management, compliance, operations and paraplanning. As a dedicated Client Relations Specialist, Farah is passionate about delivering exceptional service by truly understanding each client’s unique needs and always putting them first.
Farah holds a Bachelor's degree in Computer Science, combining analytical thinking with a client-focused approach to create seamless, personalized experiences. Her diverse background—born and raised in the Kingdom of Bahrain and originally from India, gives her a global perspective that enhances her interpersonal and communication skills.
Now based in Clarksville, Maryland, Farah enjoys life with her husband and three children. Outside of work, she loves spending time with family and friends, reading, attending theater events and concerts, and travelling.
York Cook
Office Administrator
York joined Tupler Financial with a strong foundation in client service and account management, bringing years of experience helping individuals and organizations navigate complex challenges with clarity and care. He worked closely with clients across varying industries, building relationships rooted in trust and delivering tailored solutions that made a real difference.
His decision to join Tupler was driven by a shared commitment to putting people first. York is passionate about guiding clients through life’s financial decisions and is excited to grow within a team that values collaboration, integrity, and long-term impact.
York currently resides in Berkeley Heights, NJ with his fiancée. Outside of work, he enjoys gardening, finding new ways to turn fresh ingredients into memorable meals and spending time with their energetic Vizsla, Koba—whether it’s long walks, backyard zoomies, or just relaxing after a busy day.
David Vickroy
Financial Paraplanner
David joined Tupler Financial in 2006 as a part-time financial paraplanner after retiring from a successful career in applied research and business development for a major international company. He has completed the Financial Planning certificate program at Fairleigh Dickinson University and passed the CERTIFIED FINANCIAL PLANNER® exam. Dave now specializes in mutual fund analysis and assists the team in designing portfolio allocations appropriate for a client's goals and risk tolerance. He also assists in the preparation of detailed financial plans for the firm's clients.
David lives in Short Hills, New Jersey with his wife, Joanna. They are empty nesters but are fortunate to have a daughter, son-in-law, and two grandchildren living nearby in Pennsylvania. His hobbies are photography and attending symphonies, operas, and plays in New York and Jersey.