With the knowledge that comes with nearly 20 years of experience in the financial services industry, Ed helps investors navigate the myriad of available investment options with unparalleled service and a personal commitment.

From financial planning to comprehensive portfolio management, Ed’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals with as much certainty as possible.

Ed is located at First Hope Bank and offers financial products and services through LPL Financial, the #1 independent broker/dealer*.  If you have a question or concern, he answers promptly, completely and truthfully. Also, he provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.

In 1996, Ed joined First Hope Bank to manage and grow its Trust and Investment division. Earlier in his career, Ed served as vice president and senior trust and investment officer at Newton Trust Company.

Ed is originally from Westbury, New York, and currently resides in Andover Township, New Jersey. He is dedicated to the betterment of his community and its youth. Ed is currently Chairman on the Sussex County YMCA Board of Managers, a board on which he has served on since 2012. For nearly a decade, Ed was also the treasurer of the Andover Regional Education Foundation. He enjoys golfing and cooking and has an appreciation for cuisine and wine.

*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.

Sarah is a Financial Advisor with LPL Financial located at First Hope Bank. While focusing her business on her clients’ individual financial objectives, Sarah believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her clients’ best interests, that sets Sarah apart.

Sarah is dedicated to work toward managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, she is able to gain a comprehensive understanding of your needs and goals. Sarah aims to enhance and preserve your investments, while assisting you in pursuing your goals through long-term financial solutions using portfolio management, retirement planning, estate planning, 529 education savings plans and more.

A native of Belvidere, New Jersey, Sarah graduated from Thomas Edison State University where she received her bachelor’s degree. Sarah and her husband, Andrew, currently reside in Blairstown, New Jersey, where they raise their daughter, Alexandra and their son, Andrew. Included in their family are two fox red labs, Ellie Mae and Scout. Sarah enjoys sports and the great outdoors along with supporting her community as a volunteer for the Blairstown Youth Soccer Club.

With more than 13 years of experience in financial planning and investment management, Steven Lyons has the accumulated knowledge and perspective to help you work toward keeping your financial future on a steady course. Steven understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Steven will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

Steven endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Steven designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Steven puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.

Steven is originally from Levittown, New York, and attended CW Post campus of Long Island University, (now LIU Post). Steve and his wife, Barbara, live in Andover Township, New Jersey, where they raised their two sons, Chris and Kevin. While raising his sons, Steve supported his community through fundraising efforts for the Newton Pride Foundation. He founded the Lacrosse program at Newton HS and is a youth lacrosse coach for Newton Braves Youth Lacrosse Club. He is also a member of the Greater Newton Chamber of Commerce.

Daniel Klippel is a Financial Advisor with LPL located at First Hope Bank. Daniel believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients pursue their long-term financial goals. He provides a comprehensive approach to financial planning to individuals, families and businesses.

Daniel employs the vast resources of LPL Financial, the #1 independent broker/dealer*, to bring the right guidance and tailored financial solutions that work toward meeting his clients’ specific needs. He works diligently with a goal of meeting his clients’ expectations and providing exceptional customer service and the intention of being their trusted wealth advisor for life.

Originally from Elmwood Park, New Jersey, Daniel and his wife, Jenna, now reside in Sparta, NJ where they both look forward to growing within the local community. Daniel is involved with a non-profit “Layups for life” which is an organization that focuses on cancer research. Other hobbies he enjoys are snowmobiling, jet skiing, and anything sports related.

*As reported by Financial Planning magazine, June 1996-2921, based on total revenue.