Broker Check

Our Team

Mark D. Lowe, CFP , ChFC, CLU


732 212-5018

Mark D. Lowe is a Certified Financial Planner, Chartered Financial Consultant, Charted Life Underwriter, and Financial Advisor of Park Avenue Securities. Professionally he has passed the FINRA exams; Series 7 – Mutual Funds and...

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David R. Alter, CLU

General Agent/Chief Executive Officer

David R. Alter is the Chief Executive Officer of Planning Alliance. As second generation business owner, he has been employed in this industry since 1981 and is currently responsible for overseeing all aspects of the...

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Kenneth L. Alter

Managing Director

Kenneth Alter provides financial, business, and estate planning solutions for entrepreneurs and their businesses, entrepreneurial families, and family (and multi-family) offices nationwide. His practice includes the following services:...

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Howard Udoff

Senior Vice President of Brokerage

Howard attended the University of Maryland, and graduated in 1978 with a Bachelor of Arts degree in Psychology. He joined The Paul Revere Insurance Group in 1979 as a Brokerage Representative. In 1982, Howard was appointed Sales...

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Jeanne A. Moir

Registered Representative

Jeanne has over 20 years of experience in the insurance and investment industry, specializing in client development and management. She focuses on guiding her clients through a financial process that helps organize their financial life...

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Gregory Campanile

Investment Specialist

Gregory became a Financial Representative with International Planning Alliance in November of 2015. Prior to IPA, Gregory worked on Wall Street for 10 years holding various positions in options and equity trading, investments, market...

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Anthony Campanile

Financial Specialist & Sales Manager

Anthony Campanile became a Financial Representative with Planning Alliance in June of 2008 after graduating from Monmouth University in West Long Branch, NJ. As a two time Northeast Conference (NEC) Champion and one time...

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Cathy Coleman

Executive Assistant to Mark D. Lowe, CFP®, ChFC®, CLU®, President of the Conservative Advisor

(848) 456-3070

Cathy Coleman is Executive Assistant to Mark D. Lowe, CFP®, ChFC®, CLU®, President of the Conservative Advisor. She prepares and analyzes internal and external communication, manages the team calendar and corporate...

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Daniel E. Sommers Jr., CLU®, ChFC®, RICP®

Daniel E. Sommers Jr.* has over forty years of specialized pension planning service and experience which he brings to the clients of the Preferred Client Group in the business marketplace. Dan has worked with thousands of businesses,...

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Paul Vecchione

Financial Advisor

Paul Vecchione is a Financial Advisor with Planning Alliance. His unwavering commitment to client service has benefited countless individuals, families, executives, and business owners. Whether implementing estate planning approaches...
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Teresa Kret

Office Manager

Teresa Kret is an Office Manager and provides administrative support to our team. Teresa has worked in retirement services for 20 years. She held various roles at Prudential Financial as a client service representative in the 401(k)...

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