Our Team

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

Andrew Tupler, CFP®, MBA

CERTIFIED FINANCIAL PLANNER™

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Josh Murray

Josh Murray, CFP®

CERTIFIED FINANCIAL PLANNER™

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Susan Torbin, M.S., CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™

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Connor Barbella

Connor Barbella, CFP®

CERTIFIED FINANCIAL PLANNER™

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Jaclyn Swavely, CFP®

CERTIFIED FINANCIAL PLANNER™

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Amanda Standard, CFP®

CERTIFIED FINANCIAL PLANNER™

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Geraldine Raymond, CFP®, CRPC®

Investment Coordinator

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Jake Schermerhorn

Jake Schermerhorn

Financial Analyst

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Natalie Verdeflor

Natalie Verdeflor, MBA

Client Relations Specialist

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Marissa Fazendeiro

Marissa Fazendeiro

Client Relations Specialist

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David Vickroy

David Vickroy

Financial Paraplanner

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Andrew Tupler

Andrew Tupler CFP®, MBA

CERTIFIED FINANCIAL PLANNER™

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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 2023—a distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network.

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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

Josh Murray, CFP®, MBA

CERTIFIED FINANCIAL PLANNER™

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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 Credentials:

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

Susan Torbin

Susan Torbin, M.S., CFP®, AIF®®

CERTIFIED FINANCIAL PLANNER™

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Susan is a pioneer in the financial planning industry and after running her own firm for 32 years, she merged that firm into Tupler Financial. She embraces the Tupler Financial vision of giving customized, personal financial planning and investment advice to clients to help them achieve their goals. The Tupler team is all about planning for your future, your retirement, and your path.

Susan 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.

Susan met her beloved husband, Mike, on a singles trip to Scandinavia. He was living in Florida and she, in New York. Forty years later they still have a passion for travel. When not traveling, they are spending time with family. Her wonderful family has continued to grow, with the latest addition being their 4 year old grandson.

 

Education and Credentials:

Utica College of Syracuse University (now Utica University), BA in International Studies

College for Financial Planning, Master of Science with an Emphasis in Financial Planning

CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, which, along with the continuing education requirements, provides a modern approach to financial planning.

Center for Fiduciary Studies, Accredited Investment Fiduciary®

Connor Barbella

Connor Barbella, CFP®

CERTIFIED FINANCIAL PLANNER™

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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 completed the experience requirement to be called a CERTIFIED FINANCIAL PLANNER™! 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™ (CFP®) certification, which, along with the continuing education requirements, provides a modern approach to financial planning.

Jaclyn Swavely, CFP®

CERTIFIED FINANCIAL PLANNER™

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Jackie began her career more than 20 years ago in the financial services industry. She works directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life. Prior to joining Tupler Financial, Jackie served as a wealth manager at a Pennsylvania advisory firm, where she was involved in portfolio construction, financial plan creation and execution, investment management, and investment research.

Jackie 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 the best interests of clients.

Jackie likes to volunteer, enjoys going to concerts and sporting events, watching movies and spending time with friends and family.

 

Education and Credentials:

King’s College with a bachelor’s degree in business administration

CERTIFED FINANCIAL PLANNER™ certification, which, along with the continuing education requirements, provides a modern approach to financial planning.

Amanda Standard, CFP®

CERTIFIED FINANCIAL PLANNER™

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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, and enjoys spending time with friends and family, sewing, traveling, and recently getting into snowboarding!


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

Geraldine Raymond, CFP®, CRPC®

Investment Coordinator

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Geraldine joined Tupler Financial in 2024; she began her career in the financial services industry by focusing on portfolio management for Merrill Lynch Trust Company and later for BlackRock’s Private Investors SMA Group, including a role as head of the Core Portfolio Team.  She has a keen interest in the markets and how best to help clients with their financial future, as well as understanding their individual needs and risk profiles. 

She completed the Financial Planning certificate program at Fairleigh Dickinson University. This led to her passing and attaining the CERTIFIED FINANCIAL PLANNER™ designation. She also holds the Chartered Retirement Planning Counselor® designation; and is a member of the Financial Planning Association.  Geraldine is a graduate of the Pennsylvania State University.

Geraldine lives near New Hope, Pennsylvania; her hobbies include tennis, gardening, cooking, crossword puzzles and an occasional Zumba class.


Education and Credentials:

Pennsylvania State University, B.A. Degree

CERTIFED FINANCIAL PLANNER™ certification, which, along with the continuing education requirements, provides a modern approach to financial planning

Chartered Retirement Planning Counselor® designation

Jake Schermerhorn

Jake Schermerhorn

Financial Analyst

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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 reputation 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.

Currently, he is in the midst of completing the educational requirement to pursue the CERTIFIED FINANCIAL PLANNER™ designation and 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.

Natalie Verdeflor

Natalie Verdeflor, MBA

Client Relations Specialist

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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

Marissa Fazendeiro

Client Relations Specialist

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Marissa has experience working in many areas of 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

David Vickroy

Financial Paraplanner

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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.

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