Meet Our Team
At Precision Financial Strategies, we believe that our teamwork approach not only makes us more effective, but adds a broader perspective to all we do, greatly benefitting our clients.
Managing Partner | Private Wealth Advisor Phone:732-792-4425 Fax: 732-414-2256 | Bill.Spinner@PrecisionFinancialStrategies.com Bill is a Managing Partner of Precision Financial Strategies. His primary focus is to assist clients to establish and pursue their financial goals. Bill believes in the importance of establishing a financial strategy prior to making implementation decisions. He identifies the objectives of our clients, and helps them to establish a sense of confidence. Bill is a believer in financial education and often provides lectures to clients, professionals, and corporate groups on various topics such as wealth accumulation, retirement, and estate planning. He has appeared on the Caucus New Jersey TV program and has been quoted in the Star Ledger and Asbury Park Press. Bill holds a Bachelor of Science degree in marketing from Ithaca College and has earned the Certified Financial Planner designation. He resides in Monmouth County, NJ with his family. He is known to be active in his community and enjoys spending time with his family.
Frank R. Stuart, CRPC® ,CFS,RFC Managing Partner | Financial Planner Phone: 732-792-4422 | Fax: 732-414-2256 | Frank.Stuart@PrecisionFinancialStrategies.com Frank is a Managing Partner of Precision Financial Strategies with primary focus to the financial wellbeing of our clients. His philosophy is to make himself accessible to them, listen to their needs, and respond to them in turn. Most important to Frank is that our clients trust him and treat him like family, which speaks volumes about their relationship. In addition to his financial planning skills, he can draw upon twenty years of experience as a business professional, building and acquiring financially successful companies. This experience provides us with an added dimension that we utilize in our practice to create sound strategies for both individuals and business owners. Frank is a sought after presenter for a number of corporate and organizational functions each year. He holds the Chartered Retirement Planning Consultant (CRPC) designation conferred by the College of Financial Planning, the Certified Fund Specialist (CFS) designation from the Institute of Business and Finance, and Registered Financial Consultant designation from the International Association of Registered Financial Consultants. Frank resides in Marlboro, NJ with his family.
Samantha Reina | Manager of Administration Phone: 732-792-4421 | Samantha.Reina@PrecisionFinancialStrategies.com Samantha is the Manager of Administration at Precision Financial Strategies and oversees office operations, organizing and coordinating various client service items to ensure organizational effectiveness and efficiency. She prides herself on her attention to detail and aims to ensure that all client needs are fulfilled and carried out with care. Previous experience includes 11 years of administrative and customer service support for companies in the Sales, Real Estate, and Financial Services industries. In her previous role as Senior Contract Administrator, Samantha was responsible for managing contract and procurement administration for the Goldman Sachs Corporate Real Estate portfolio. Samantha holds a Communication degree from Rutgers University. She resides in Rockland County, NY with her husband and two young boys. When she is not running around to various school and sports activities, Samantha enjoys trying new restaurants, reading, and attending Pilates classes.
Phone: 732-792-4423 | Jennifer.Reilly@PrecisionFinancialStrategies.com Jennifer is the Client Service Manager at Precision Financial Strategies. Her focus is the management of new client account opening and client service requests. She strives to make sure clients receive the highest quality of customer care. Jennifer has over 20 years of experience performing client services and management within the financial services industry and prior to Joining the Precision Financial Strategies Team, she held a similar position at a regional bank. Jennifer draws on her years of experience and her extensive knowledge of financial service processes to provide a first-rate client experience. Jennifer resides in Central Pennsylvania with her husband and two young children. She enjoys exploring parks and museums, cooking and baking new recipes, and reading every night on her Kindle.
Integrated Financial Partners Team
John C. Pastore, Jr. CRPC® Senior Vice President of Professional Partners Program John Pastore is a Senior Vice-President at IFP. He provides advice and counsel to advisors, staff and partners. John's dedication to improving the quality of life of clients, advisors and partners is unparalleled. CRPC designation conferred by the College of Financial Planning
Raymond J. Lucas, CFP® Senior VP of Financial Planning Ray Lucas heads the Integrated Financial Solutions™ division of Integrated Partners, which provides case design and consultation. Ray is a former faculty member of the Boston University program for financial planning and a graduate of Bentley College with a degree in Accounting. An experienced author and contributor to various industry publications, Ray is in high demand as a speaker on the topics of estate and retirement planning.
William Beaudoin VP of Case Design Bill Beaudoin has been a member of our case design team since 1994. Bill specializes in risk management and retirement planning and is skilled in delivering comprehensive investment strategies and tactics supported by appropriate and strategic product selections. His talent lies in his ability to provide creative solutions to address the wealth accumulation, preservation, retirement and estate planning needs of business owners and individuals. The focus of Bill’s work is to build financial plans that seek to provide clients and their families with generational lifetime income.
Richard E. Austin, JD*, LLM, CIMA Executive Director, Integrated Business Alliance Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations. By offering creative ideas for investment, estate and charitable gifting strategies, he helps high net worth clients build legacies and create family dynasties. Rich concentrates on working with advisors in the design and implementation of thoroughly researched tax reduction strategies. Rich was previously an attorney in private practice and a corporate staff attorney specializing in tax issues and financial analysis.
Derek Chesley Advanced Planning Specialist Derek Chesley has 16 years of comprehensive experience in the financial services industry. He plays an integral role in Integrated Partners’ case design and development. Derek trains and coaches advisors who want to begin, transition or increase their offerings of fee-based planning services. His knowledge of the eMoney and Lifetime Income ModelTM software programs, financial condition modeling, and portfolio analysis provides a valuable resource for financial advisors, professional partners and their clients.
Gregory S. Freeman Advanced Planning Specialist Greg has over 10 years of experience building comprehensive financial plans for high net worth individuals and business owners. He has accumulated significant knowledge with the use of the planning software, eMoney. Through live modeling, Greg creates an interactive client experience. Greg is a graduate of Bentley University with a degree in Finance. |
