Working Together to Support You
Partner with a team that truly understands your needs.
At Tupler Financial, we are already part of your ecosystem. We’ve worked with hundreds of clients like you facing similar financial challenges. We speak your language, know the right questions to ask, and understand the intricacies surrounding your specific circumstances.
Meet Your Team
Andrew Tupler, CFP®, MBA
CERTIFIED FINANCIAL PLANNER™
Josh Murray, CFP®
CERTIFIED FINANCIAL PLANNER™
Ryan Cassidy, CFA®
Investment Coordinator
Connor Barbella
Associate Advisor
Natalie Verdeflor, MBA
Client Relations Specialist
Marissa Fazendeiro
Client Relations Specialist
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 20 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 dedicated contributor to the Somerset County Business Partnership and Entrepreneurs Organization (EO), and he is a member of the Financial Planning Association. He serves on the board of trustees and as treasurer for Everas Community Services. He lives in Seaside Park, NJ, with his wife, Dara, and they have two grown sons, Noah and Shane. Andy and Dara also spend time in Delray Beach, Florida where he meets with the growing Florida client base.
Andy is proud to have been recognized as a Chairman's Level advisor for 2021—a distinction based on annual production attained by just 4 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™ (CFP®) certification, which, along with the continuing education requirements, provides a modern approach to financial planning.
Josh Murray, CFP®, MBA
CERTIFIED FINANCIAL PLANNER™
Josh began his career more than 10 years ago in institutional trading where he gained valuable experience in developing client relationships. Josh joined Tupler Financial with a desire to have a more personal impact through his work. Coupled with the team at Tupler Financial, he aims to help individuals and families accomplish their goals while getting the most from their financial situation—from purchasing a home to seeing their children graduate from college, or even simply enjoying their life in retirement.
Josh is passionate about working with clients at all stages of their financial journey, including those who are early in their progress toward their goals. He believes it is never too soon to start planning for the future and enjoys helping young investors prioritize and manage their finances as they focus on what matters most to them.
Josh 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.
Josh and wife, Jen, along with their kids, Molly and Cooper, put down roots in Madison, New Jersey. He loves going to the park with Molly and Cooper whenever he can, cheering on the New York Giants and is an avid runner and cyclist.
Education and Accolades:
Quinnipiac University, bachelor’s degree in marketing
CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, which, along with the continuing education requirements, provides a modern approach to financial planning
Dedicated contributor to Entrepreneurs Organization (EO)
Member of the Financial Planning Association
Scholar-athlete as a captain of the Quinnipiac University lacrosse team
Active member of the local lacrosse community, youth clinic volunteer
Ryan Cassidy, CFA®
Investment Coordinator
Ryan began his career working for a regional bank in Upstate New York. It was there he received broad exposure to a variety of responsibilities in wealth management and began focusing on investments. Ryan most recently worked as a Portfolio Management Associate at one of the major global banks, directly serving high net worth and ultra-high-net-worth clients.
In his role as Investment Coordinator, Ryan monitors the investment model portfolios and implements changes when applicable based on the advisors' recommendations, conducts portfolio analysis of our clients' holdings, and provides market insight to the team regarding current economic environments.
Ryan graduated from University at Albany with a bachelor’s degree in mathematics, receiving Dean’s List honors. He has a passion for teaching and enjoys breaking down complex investment strategies into easily understood segments. Ryan has also earned his Chartered Financial Analyst® (CFA®) certification.
Ryan lives in Glens Falls, New York, along with his two Golden Retrievers. He enjoys spending as much time outdoors as possible and can often be found on a hiking trail or at the lake. Ryan is also an active snowmobiler and enjoys traveling throughout the year.
Connor Barbella
Associate Advisor
Connor graduated from the University of Delaware with a double major in finance and financial planning. This Blue Hen has joined Tupler Financial as a Financial Planning Analyst on the career track to become a Financial Planner. He is excited 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 is close to attaining 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.
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.
Marissa Fazendeiro
Client Relations Specialist
Marissa has 8 years of experience working in the financial services industry. She began her career working for an independent broker-dealer which is where she found her passion for the finance industry. She has since performed many roles across the industry, including client service, project management, marketing, and a variety of responsibilities in operations.
In her role as the Client Relations Specialist at Tupler Financial, she is focused on providing top-notch client service in supporting the advisors with all client needs for an excellent experience.
Marissa was born and raised in Bridgewater, New Jersey, where she currently lives with her husband, David. In her free time, Marissa enjoys cooking, traveling, and spending weekends at the Jersey Shore with her husband.
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.
