Meet Our Team
Whether you need advice on one aspect of your financial life or a thorough examination of your position and resources for the future, we're here to provide you with customized strategies designed to help you achieve your goals. We offer comprehensive investment planning – combined with the breadth of resources available through one of the nation’s largest financial services companies – to provide you with strategies designed to help you realize your financial goals.
Neil McPeak Sr.
- President and Founding Partner
Neil McPeak Sr.
- President and Founding Partner
Neil McPeak earned a bachelor's degree in accounting from Drexel University before joining a predecessor firm of Wells Fargo in 1981. He has received local and industry-wide recognition for his capabilities as a financial advisor. Neil has been named one of Barron's Top 1,000 Financial Advisors for 2011, 2012, 2013, 2014, 2015 and Barron's Top 1,200 Financial Advisors in 2016-2024. His work ranges from investment planning to portfolio management services. To implement his strategies, Neil draws upon a broad range of investment alternatives to help achieve the optimum fit for each client's specific goals and objectives.
CA Insurance License Number: 0H05650. Resident State NJ
2024 Barron’s Top 1,200 State By State Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barron's.com). 2023 Barron’s Top 1,200 State By State Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022. 2022 Barron’s Top 1,200 State By State Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept 2021. 2021 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept 2020. 2020 Barron’s Top 1,200 State By State Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018 - Sept 2019. 2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept 2018. 2018 Barron’s Top 1,200 State By State Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept 2017. 2017 Barron’s Top 1,200 State By State Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept 2016. 2016 Barron’s Top 1,200 State By State Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept 2015. 2015 Barron’s Top 1,200 State By State Advisors: Awarded March 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept 2014. 2014 Barron’s Top 1,200 State By State Advisors: Awarded March 2014; Data Compiled by Barron's based on the time period from Oct. 2012 - Sept 2013. 2013 Barron’s Top 1,200 State By State Advisors: Awarded March 2013; Data Compiled by Barron's based on the time period from Oct. 2011 - Sept 2012. 2012 Barron’s Top 1,200 State By State Advisors: Awarded March 2012; Data Compiled by Barron's based on the time period from Oct. 2010 - Sept 2011. 2011 Barron’s Top 1,200 State By State Advisors: Awarded March 2011; Data Compiled by Barron's based on the time period from Oct. 2009 - Sept 2010. Fee paid for use of marketing materials. The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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Neil McPeak Jr., CFP®, CEPA®
- Managing Partner
Neil McPeak Jr., CFP®, CEPA®
- Managing Partner
Neil McPeak, Jr. joined the McPeak Wealth Management Group of Wells Fargo Advisors in 2010 with a B.S. in Economics and concentration in finance from the Wharton School of the University of Pennsylvania. Working with both individuals and institutions, Neil is responsible for analyzing complex financial situations and providing custom tailored investment solutions to fit clients' needs. In March 2013, Neil became a CERTIFIED FINANCIAL PLANNER™ practitioner. Prior to joining the McPeak Wealth Management Group, Neil trained with the U.S. Rowing National Team at the Olympic Training Center in Chula Vista, CA. Neil lives in Linwood, NJ, is an avid supporter of Penn Rowing, serves on the board of St. Augustine Prep and the board of trustees of Cancer Support Community New Jersey at Gilda’s Club.
CA Insurance License Number: 0K01635. Resident State NJ
CA Insurance License Number: 0K01635. Resident State NJ
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Michael J. Weeks, MS, CFP®, CEPA®
- Managing Partner
Michael J. Weeks, MS, CFP®, CEPA®
- Managing Partner
Michael J. Weeks joined the McPeak Wealth Management Group in 1997 with a degree in finance from Stockton University. As a CERTIFIED FINANCIAL PLANNER™ practitioner and a Financial Advisor with over 27 years of experience, he helps individuals and small businesses achieve their retirement and investment plan goals. To gain further knowledge and expertise, he also received his Master of Science in Personal Financial Planning. He assists clients throughout their life to help them accumulate wealth and help them manage that wealth during their retirement. His other areas of focus include creation and implementation of asset allocation models for mutual funds and exchange-traded funds, small business retirement plans including 401(k) plans, and options strategies. He enjoys spending time with his wife and four children and participates in an outdoor soccer league.
CA Insurance License Number: 0H05657. Resident State NJ
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Louis J. Perfetti, MS, CFP®, CEPA®
- Senior Vice President
Louis J. Perfetti, MS, CFP®, CEPA®
- Senior Vice President
Louis J. Perfetti joined the McPeak Wealth Management Group in 2006 with a B.A. in Economics and concentration in finance from Rutgers, the State University of New Jersey. Louis works closely with individuals and businesses who are seeking increasingly complex solutions to meet their financial needs. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Louis understands the complexities of the dynamic financial landscape. With a commitment to competence and education, Louis achieved his Master of Science degree in Personal Financial Planning in August 2015. Through a comprehensive planning process, he provides individualized action plans and portfolios designed to meet the specific goals of his clients. In addition, Louis is head of the group’s private lending which encompasses real estate lending, strategic credit options and specialty finance. Louis is a Certified Exit Planning Advisor® having earned the designation in February 2023. As a CEPA®, Louis works closely with business owners to build more valuable companies, align business, personal and financial goals and have value-added conversations around growth and exit. Louis is a sports enthusiast, active in competitive sports and youth coaching. Louis is on the Board of Directors for the UNICO-National Scholarship Foundation and is Vice President of Linwood Baseball Association. Louis resides in Linwood, NJ, with his wife, Heather, and their sons, Louis Jr. and Ryan.
CA Insurance License Number: 0I80187. Resident State NJ
CA Insurance License Number: 0I80187. Resident State NJ
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Eric DeAngelis, MBA, CIMA®
- Senior Vice President
Eric DeAngelis, MBA, CIMA®
- Senior Vice President
Eric DeAngelis has been with Wells Fargo Advisors and its predecessor firms since 1997, and he joined the McPeak Wealth Management Group in 2016. He received his B.A. from Rutgers University in 1997 and completed his MBA with Distinction from Stockton University in May of 2017. As a Financial Advisor and Certified Investment Management Analyst™ (CIMA®) with more than 20 years of industry experience, Eric works closely with individuals and businesses to find solutions for their specific financial needs. He assists clients from the accumulation phase of their working years to the distribution phase during retirement. Eric provides advice on common and preferred stocks, mutual funds, exchange-traded funds, bonds, options, annuities and insurance. Eric is a resident of Upper Township, NJ, and enjoys coaching youth soccer and basketball for his two daughters. Eric is also a volunteer at the Cape May National Wildlife Refuge.
CA Insurance License Number: 0L36007. Resident State NJ
CA Insurance License Number: 0L36007. Resident State NJ
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Kyle Roffina, CFP®, CEPA®
- First Vice President
Kyle Roffina, CFP®, CEPA®
- First Vice President
Kyle Roffina joined the McPeak Wealth Management Group of Wells Fargo Advisors in 2018. Kyle graduated magna cum laude from Villanova University’s School of Business in 2016. As a financial advisor, Kyle takes a holistic investment planning approach to helping his clients work towards their unique goals and objectives. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Kyle firmly believes that trust and continued education are key to successful client relationships. Kyle lives in Linwood, NJ, where he enjoys playing pickleball, surfing, and fishing. Kyle is also an avid Villanova Wildcats basketball fan. He and his fiancée, Kara, recently adopted their goldendoodle, Heidi.
CA Insurance License Number: 0M99671. Resident State NJ
CA Insurance License Number: 0M99671. Resident State NJ
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Kimberly A. Fumo
- Assistant Vice President
- Administrative Manager
Kimberly A. Fumo
- Assistant Vice President
- Administrative Manager
Kimberly Fumo joined the McPeak Wealth Management Group in February 2000. She has over 20 years of experience in the life insurance industry as a former customer service representative and Field Life Underwriter. Kim is a key contributor to the McPeak Wealth Management Group, as she handles our licensing requirements, compliance issues, and all aspects of client administration. In addition, Kim's experience in the annuity and insurance industries allows her to draw on a wide variety of resources to support her group's insurance business. Kim currently holds the following life insurance and securities registrations: Life and Health Producer, Variable Life Producer, Series 7, Series 9, Series 10, Series 63 and Series 65.
CA Insurance License Number: 0H05665. Resident State NJ
CA Insurance License Number: 0H05665. Resident State NJ
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Christopher Cherasaro
- Assistant Vice President
- Branch Manager
Christopher Cherasaro
- Assistant Vice President
- Branch Manager
Chris joined the McPeak Wealth Management Group in April 2021 with a B.S in Finance and a concentration in financial planning. Chris utilizes his experience in both compliance and operations combined with his experience working for Wells Fargo bank to supervise our team in routine oversight of compliance matters, account reviews, and audit preparation. He also assists our clients in their day-to-day service-related requests. He currently holds his series 7, 6, 63, 65, 9, 10 registrations and state insurance licenses. Chris currently resides in Mullica Hill, NJ with his wife, Tiffany, and two dogs. He enjoys playing music and running in his spare time.
CA Insurance License Number: 4142914. Resident State NJ
CA Insurance License Number: 4142914. Resident State NJ
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Ariel Pienkos
- Senior Registered Client Associate
Ariel Pienkos
- Senior Registered Client Associate
Ariel Pienkos joined the McPeak Wealth Management Group in 2015 with a B.A. in Business Studies and a concentration in financial planning from Stockton University. Since joining the team Ariel’s focus has been assisting our clients through estate planning and processing . She also works closely with the team for client account reports, account updates, and high-level service requests. She continues to pursue education and certifications that will improve her ability to assist clients throughout their financial journey. She currently holds her series 7, 66 registrations and insurance licenses. Ariel lives in Galloway, NJ with her wife, Tracy, and their son, Gavin and enjoys spending her weekends at the shore with their family.
CA Insurance License Number: 0M45829. Resident State NJ
CA Insurance License Number: 0M45829. Resident State NJ
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Clare Carberry
- Client Associate
Clare Carberry
- Client Associate
Claire Carberry joined the McPeak Wealth Management Group in 2017 with a B.S. in Finance from the Charles F. Dolan School of Business of Fairfield University. Clare assists the group by working with each financial advisor directly to facilitate customized client portfolio reviews. Clare is a driving force behind the team's marketing initiative. Clare lives in Philadelphia, PA.
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