Our Wealth Management Team

The foundation of our company is the people, not the numbers.
 

Jack Oujo, CPA/PFS, CFP^®, CSA, MS (Taxation)

 Jack D. Oujo has been involved in the financial, insurance, and accounting industries since 1981. A Certified Public Accountant, Certified Financial Planner, and Certified Senior Advisor, Jack currently conducts his practice in Wall, New Jersey. For 15 consecutive years, he has earned the HD Vest Top Producer Award. Jack graduated from Seton Hall University with a bachelor’s degree in accounting and went on to earn a master’s degree in taxation from Farleigh Dickinson University with high honors.

His areas of business focus are in retirement, estate, and tax planning for his clientele of professional athletes and officials, business owners, physicians, high-net-worth individuals and retirees. Prior to his financial services affiliation, Jack had a successful career as a professional baseball umpire reaching the Class AAA level.

Jack’s work philosophy is simple and direct: “I want to identify and satisfy the Wealth Management needs of my clients. I want to always place my clients’ financial well-being above my own.” Through consistent effort and a reputation for outstanding service, he has built a solid base of satisfied clients. His wide experience in the technical areas of financial, investment, and tax planning enables Jack to evaluate each client’s current needs and long-term goals, and then formulate a strategy to pursue them.

As part of his community service activities, Jack has been an instructor of adult education classes, treasurer of the Spring Lake Chamber of Commerce, and legislative chairman of the New Jersey Society of Certified Public Accountants. As a Coach and Board Member of the Brick American Little League, he helped lead the 14-year-old All Stars to the only State Championship in the 45-year history of the league. He coaches in the St. Dominic’s Basketball Recreational League. Jack currently serves as the President of the NJ/NY Chapter of the College Baseball Umpires Association (CBUA).  He is also a member of the American Institute of Certified Public Accountants and the Institute of Certified Financial Planners. In his leisure, Jack enjoys golf and baseball. He and his wife, Eileen, and their three children, reside in the Herbertsville section of Brick, New Jersey.

Anna Michal, CPA - Anna is our Tax and Accounting Service specialist and has been with the Firm since 1994. She received her Bachelor of Science in Business Administration from Monmouth University and her Masters in Business Administration from Seton Hall University. She has worked in the field of accounting and tax for over twenty years.  She is Series 6 licensed and is a registered representative with HD Vest. She is a member of the New Jersey Society of CPAs and the American Institute of Certified Public Accountants. When it isn’t tax season, Anna enjoys spending time outdoors with her family, tending her flowers and watching the New York Giants.

Email Anna - annamichal@jackoujocpa.com

Direct Dial Anna - 732-556-4215

Tracey Warrington, CFS, AAMS®, AWMA® - Tracey is our Client Relations Manager, specializing in Wealth Management Services.  Tracey joined the firm in August of 2006, bringing with her 18 years of wealth management experience.  Tracey is currently Series 7 and Insurance licensed, and has been awarded the Certified Fund Specialist (CFS) designation through the Institute of Business and Finance.  Tracey holds both the Accredited Asset Management  Specialist ( AAMS^®) and Accredited Wealth Management Advisor  (AWMA^®) designations awarded through the College for Financial Planning.   Tracey likes to spend her free time outdoors as much as possible – at the beach and cheering on Wall High School, Rutgers University, the Philadelphia Phillies and the Philadelphia Eagles.

Email Tracey - tracey@jackoujocpa.com

Direct Dial Tracey - 732-556-4218

Rosemary Humphrey  - Rosemary joined the staff in the fall of 2003. She has a Bachelor of Science in Business Administration from Iona College and is now a tax preparer with the firm.. Rosemary resides in Wall Township with her husband John and three children.

 
Michael Galeotafiore - Michael works in the Tax and Accounting Services Department for the firm. He joined the firm in December 2004.  Michael previously was sole proprietor of Wall to Wall Bagels in Wall, NJ.  Michael received his Bachelors degree in Accounting from Montclair State College.  He resides in Brick with his wife Dina and their four children.

Jim D'Aloia - Jim works as a consultant, doing special projects and Wealth Management plan assistance. Jim joined the firm in the fall of 2005. He previously served as the Chief Financial Officer for the Robert Wood Johnson Medical School in New Brunswick, where he worked for 23 years. Jim is Series 6 and 63 licensed and plans on studying for his Certified Financial Planner (CFP) designation in the very near future. Jim is a full time employee of the Toronto Blue Jays baseball club, where he serves as a Major League Scout. Jim was recently inducted into the St. Leo Hall of Fame.