Associated Financial Planners

We look at all aspects of our client's finances to be sure the recommendations are consistent with the overall financial goals. Looking at one area of someone's finances, without taking into account their entire financial solution, can lead to costly mistakes. Our goal at AFP is to help our clients.

The Investment Center, Inc. is a broker dealer registered with the United States Securities and Exchange Commission (SEC) and is a member of both the Financial Industry Regulatory Authority, Inc (FINRA) and Securities Investor Protection Corporation (SIPC). IC Advisory Services Inc. is an SEC Registered Investment Advisor.

Scott Brady, CFP has worked full time in the financial planning industry since 2004. After graduating from Loyola College in Maryland with a Bachelor degree in Business Administration (specialization in finance), Scott immediately obtained his necessary licenses and began working with Associated Financial Planners, LLC.

Jenna Bartley joined Associated Financial Planners in 2015, bringing along with her extensive experience in customer service and business administration. Jenna graduated college at age 19 with a B.A. in finance from Monmouth University. She then, at age 20, earned a Master's Degree in Business Administration from Georgian Court University.

Dylan Cole joined Associated Financial Planners in 2019. He is a graduate of Rutgers University with a double major in Economics and Political Science. After attending Rutgers, Dylan started his career in the health insurance industry, working for an independent health insurance agency in NYC.

Before joining Associated Financial planners, Dylan worked for an independent retirement planner in Red Bank, NJ, where he was tasked with building the senior health division of the company.He has extensive knowledge of the senior health market and enjoys assisting newly eligible and existing Medicare beneficiaries with senior health planning.