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The Emeritus Wealth Group

The brainchild of three independently successful advisors, Emeritus Wealth was formed in 2019. The three managing partners came together to form this group as the need for specialization in the different facets of wealth management began to become more necessary than ever. By leveraging the expertise of each partner, we have become even more adept at addressing the needs of our current and future clients.

Your Advisor Team

Founder, Financial Advisor

Dennis “DJ” Schlegel

DJ joined the business in 2006 and is one of the founding members of Emeritus Wealth. He enjoys creating retirement income plans for his clients through customized financial planning and detailed investment analysis. DJ specializes in working with academics, professors, and high-net worth individuals. He is a big believer in the Vanguard Alpha Framework study which reveals that for some, the value of working with an advisor will add peace of mind and can add up to, or even exceed, 3% in net returns.

DJ lives in Cream Ridge, NJ with his wife Jennifer and their four children Mason, Skylar, Cooper, & Summer. Outside of the office DJ loves spending time brewing his own beer, gardening, and binging on Disney+.

Fun Fact: DJ grows several varieties of hops in his home garden which he uses to brew his own beer.

Education / Certifications:

  • Lafayette College: B.S. Finance and Psychology
  • Series 66, SIE
  • Life/Health/Long Term Care Licensed
Founder, Financial Advisor

Michael “Mike” Soroko

Mike is the ultimate “relationship maker”. His passion for getting to know each and every one of his clients is what drives his success. Mike enjoys working with highly successful sales professionals and working with families to work towards building generational wealth. His specialties include helping executives navigate highly concentrated stock positions and working with business owners to develop tax planning strategies and custom qualified retirement plans.

Mike lives in Morristown, NJ with his wife Nicole, daughter Colette, and their dog Hannah. Outside of the office Mike is an avid runner, loves all things sports and can always be found spending time outside with his family.

Fun Fact: Mike’s favorite day of the year is the company’s annual charity golf outing which occurs every August. You will never find him more excited than when he gets to announce the raffles and award winners!

Education / Certifications:

  • Rider University: B.S. Finance
  • Series 6, and 63 securities registrations held through LP Financial. Series 65 held through NewEdge Advisors, LLC
  • Life/Health/Long Term Care Licensed
Founder, Financial Advisor

Zachary “Zach” Zenda

Zach is the ultimate “connector”. He strengthens all new and existing client relationships through his ability to connect clients with strategic partners and other professionals who can mutually benefit each other. Zach enjoys helping business owners, families and individuals with highly personalized financial planning and investment management strategies. His specialties include working with all types of medical professionals (specifically physicians who are buying into and owning practices like his wife). Zach also has become the go to point person on the team for helping business owners who are interested in a successful sale of their business.

Zach lives in Little Silver, NJ with his wife Zara, son Rory, and their cat Wolfie. Outside of the office Zach loves golfing, working out, and spending time at the Jersey Shore. Zach is also an avid watch enthusiast on all things surrounding the watch industry.

Fun Fact: Zach and his wife both share the same initials “ZZ” and they are now stuck at the end of the alphabet for the rest of their lives.

Education / Certifications:

  • Rutgers University: B.S. Economics
  • Series 7 securities registration held through LPL Financial.. Series 66 held through LPL Financial and NewEdge Advisors, LLC
  • Life/Health/Long Term Care Licensed
Client Relationship Manager

Sabeen Khan

Sabeen joined the team in 2016 and quickly took center stage by providing our clients with the exceptional service they deserve. She manages the back office for the firm and is constantly working to help streamline all systems and processes for new and existing clients. She coined the phrase “The Emeritus Wealth Family” and truly is the glue that holds the team together!

Sabeen lives in Woodbridge, NJ with her husband Basit and their daughter Aleyah. Outside of the office Sabeen can be found spending time with her family and friends, skiing, or finding the best deals at Sephora and KITH.

Fun Fact: Sabeen has her motorcycle license and has the biggest “lead foot” on the team!

Education / Certifications:

  • City College of NY: B.S. Business and Political Science
  • Managed the staff and back office of her family’s hotel business before joining Emeritus
Registered Administrative Associate

Dominic Carter

Dominic “Dom” joined the team after spending a year working in the financial industry with Equitable Advisors. After obtaining all his investment and insurance licenses he met the Founders of Emeritus Wealth and immediately knew that he wanted part of the company’s culture. His passion for learning and helping others is far beyond his years.  
 
Originally from Massachusetts, Dom attended Rutgers University where he was a member of the Division I Men’s Lacrosse Team. Dom has decided to stay in New Jersey where he will be an integral part of the Emeritus Wealth team. When not working, Dom loves golfing, working out, and spending time on Long Island.
 
Fun Fact: Dom is an avid chess player and is currently pursuing a “Fide Master” title.

Education / Certifications:

  • Rutgers University: B.S. Economics
  • Series 6, 63 securities registrations held through LPL Financial. Series 65 held through LPL Financial and NewEdge Advisors, LLC
  • Life/Health Insurance Licensed

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Managing Director - Trading & Investments

Erin Corbett

Managing Director – Operations

Jenny Kurz

Director of Marketing

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Resource Partners

Emeritus Wealth operates an independent practice supported by NewEdge Advisors. The NewEdge Advisors platform provides access to various capabilities and resources, including investments, custody, technology, research, and more. LPL Financial is the primary custodian for Emeritus Wealth. Having an institutional custodian provides our clients transparency on investment performance, fees, and transaction activity, all with the benefits of institutional access to investment accounts. LPL Financial enables brokers to trade securities on behalf of its customers.