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Date / Time / Location

Tuesday, May 21, 2019
8:00 AM - 4:00 PM
Registration: 7:30 AM

Pines Manor2085 State Highway 27
Edison, NJ 08817
732-287-2222

Package Pricing

In-Person Registration (E-Materials)
  • $239.00 - Member
  • $339.00 - Non Member
Webcast: New for 2019! Attend this conference virtually.
  • $239.00 - Member
  • $339.00 - Non Member
Details coming soon!
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Registrations will be accepted at the door.

Michael Gouldin

Michael H. Gouldin, AIF, CRPC
Partner
Gouldin & McCarthy LLC

Mike founded Gouldin & McCarthy LLC (formerly Gouldin Financial Group) in 1999 after spending several years in the business with another small independent firm. Mike is the CEO of the firm and the head of personal planning. He is responsible for overseeing all aspects of the business but spends most of his time with personal planning clients and as a member of our investment committee.

Mike holds a bachelor’s degree in Political Science and History from Colgate University and a master’s degree in Public Administration from Seton Hall University. He is married and lives with his wife and three children in Bernardsville, NJ.

Daniel McCarthy

Daniel M. McCarthy, AIF, CRPC
Partner
Gouldin & McCarthy LLC

Dan has been with the firm since 2001 and is the head of our corporate planning division. Prior to 2001, he spent nearly a decade in the financial services industry working in the banking sector for firms like Investors Bank & Trust where he managed over 80 separate community banks with combined assets in excess of $6 billion.

Dan holds a bachelor’s degree in Political Science from Colgate University. He is married and lives with his wife and two children in Basking Ridge, NJ.

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