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OUR TEAM

Our highly qualified team provides comprehensive financial services for our clients. With our experience in financial planning, wealth management, risk solutions, tax planning, retirement income strategies and estate planning, we can meet your needs. 

Debra Schatzki Photo
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Debra Schatzki

Founder / Principal, CFP®, CLU, AEP

Debra Schatzki

Founder / Principal, CFP®, CLU, AEP


WHAT she does for our clients
Debra helps clients fulfill their dreams. 

WHEN she started 
Debra has been a professional in the wealth management business for more than 30 years. She started while in college working with her mother to create pension plans. In 1997, Debra created Financial Services in a Box, a financial planning model licensed to accounting firms. Simultaneously, she ran those accounting firms’ Financial Services and Investment Advisory divisions. In 2010, Debra founded her own consulting and registered investment advisory company, BPP Wealth Solutions, LLC. 

WHERE she went to school and what degrees she has
Debra went to Pace University in New York City, where she studied accounting and finance. She completed her Certificate in Financial Planning in 1987 earning her the right to use the CFP® mark. Debra is certified as a Chartered Life Underwriter (CLU) and an Accredited Estate Planner (AEP).

WHY she does what she does
Debra loves being an independent advocate for our clients. She helps our clients achieve their goals and is inspired by people who care deeply about their families, their businesses, and their futures. What Debra does is integral to ensuring all BPP clients receive the planning and advisory services they need to grow their futures.

FUN FACT
Debra has always had a desire to help others fulfill their dreams. This passion and her expertise in financial planning was invaluable to her and her husband when they created Project Enterprise (PE), a Community Financial Development Institution that provided business training, business loans and networking opportunities to micro-entrepreneurs and tiny businesses. Debra is also passionate about cooking and traveling. She lives in New Jersey with her husband Nick, an actor and voiceover artist. They have a grown daughter and a teenage son, two dogs, and a cat.

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Lisa Crosta

Director Of Wealth Management, CFP®, CPA, MBA

Lisa Crosta

Director Of Wealth Management, CFP®, CPA, MBA

WHAT she does for our clients
Lisa helps clients understand their financial picture so they can identify and achieve their dreams. She communicates in a way that clients feel empowered to take the right steps. Lisa brings an energy and unbridled determination to find the right solutions for our clients.

WHEN she started 
Lisa spent her early career at Ernst & Young and then, after raising her children, returned to the financial industry. Prior to joining BPP, Lisa led the Financial Planning departments at both Hennion & Walsh and MassMutual TriState.

WHERE she went to school and what degrees she has
Lisa is a Certified Financial Planner Professional (CFP®) as well as a Certified Public Accountant (CPA). She has her Series 7, 66 and 24 licenses as well as Life and Health Insurance licenses. Lisa earned her Bachelor of Science degree from the University of Vermont and a Master’s of Business Administration from Rutgers University in New Brunswick, NJ.

WHY she does what she does
Lisa enjoys helping people make great financial decisions. So many people can be confused or overwhelmed by the jargon and complexity of the financial world, and she enjoys bringing sense and order to this part of our clients’ lives.

FUN FACT
In Lisa’s spare time, she might be found with a sledge hammer, shovel or drill. Having renovated six homes, Lisa is no stranger to home projects. She loves to ski, read, play pickleball and spend time at the gym. Lisa has a daughter and two sons. 

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Kelly Pearce

Investment & Retirement Professional

Kelly Pearce

Investment & Retirement Professional

WHAT she does for our clients
Kelly ensures that all client investment accounts are properly opened and maintained, plus she  assists with Security Income Planning. Kelly works closely with the team, as well as our strategic partners, to facilitate client transactions and ensure the highest level of client service.

WHEN she started 
Kelly pursued her first professional experience in healthcare finance and accounting, but soon realized her passion for personal wealth management. Consequently, she enthusiastically pursued a career at BPP to learn the business and advise clients.

WHERE she went to school and what degrees she has
Kelly is a recent graduate of Lehigh University in Bethlehem, PA, with a Bachelor of Science degree in finance.

WHY she does what she does
Kelly has always been driven to help others. She is thrilled to have found an opportunity to focus on finance and make a difference for clients every day.

FUN FACT
Kelly enjoys baking, traveling and spending time with her close friends and family. On the weekends you can find her trying out new macaron recipes, exploring neighborhood restaurants, or at the beach.

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Denise Weidman

Bookkeeper / Family Office Management

Denise Weidman

Bookkeeper / Family Office Management

WHEN she started
Denise began working with small companies back in 2002, helping them with their accounting needs and finance projects. She has been working with BPP since 2015.

WHERE she went to school and what degrees she has
Denise received a Bachelor of Science in business management from Eastern Illinois University in Charleston, IL.

WHY she works at BPP
Being actively engaged with a team that is helping clients achieve financial security provides Denise with a unique opportunity to be of service to others. She also provides bookkeeping services to our family office clients.

FUN FACT
Denise enjoys traveling, hiking, and spending time with her husband, three daughters, and her toy cock-a-poo, Desmond. 

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Luke Fragnito

Administrative Coordinator & Advisory Support

Luke Fragnito

Administrative Coordinator & Advisory Support

WHAT he does for our clients
Luke works directly with Debra and Lisa to support daily tasks and organization. He manages client correspondence, meetings, and the firm’s Customer Relationship Management database. He also facilitates client insurance transactions and ensure the highest level of client service.

WHEN he started 
Before joining BPP, Luke taught regular seminars in options trading and derivatives fundamentals. This is his first professional experience in wealth management, and he is thrilled to be learning the business and helping to make clients’ dreams come true. 

WHERE he went to school and what degrees he has
Luke is a recent graduate of Montclair State University with a BA degree in Economics. 

WHY he does what he does
As a veteran of the Army’s 82nd Airborne Division, Luke is no stranger to high-performance organizations and service. Luke joined BPP Wealth to merge his love of finance with a desire to make a difference in the lives of clients.

FUN FACT
Luke loves running, reading, and spending time with his family. He is also a musician and loves to write and record songs on piano, guitar, and vocals. On the weekend, you might find Luke running a 10k, recovering with the latest issue of Barron’s, and spending time with his nieces and nephew.

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Laura Lee Flanagan

General Counsel

Laura Lee Flanagan

General Counsel


WHAT she does for our clients
Laura serves as BPP’s General Counsel and also works with individual BPP clients if needed. She works with other independent Registered Investment Advisors (RIA) and private funds as a legal and compliance advisor, and practices law as Of Counsel to Becker & Poliakoff in New York City. 

WHEN she started
Laura began her career as a practicing attorney in 2004 in a New York City law firm. She joined BPP Wealth Solutions in 2013. 

WHERE she went to school and what degrees she has
Laura has a Bachelor of Arts from Marymount Manhattan College in New York City and earned her doctorate from  Stony Brook University in Stony Brook, NY, and a law degree from Albany Law, Union University.

WHY she works at BPP
Laura’s personal and professional experience has taught her the critical need for financial planning and transparency in the financial services industry. Her focus is on protection and security for BPP and BPP’s individual and family clients. For Laura it is a privilege to support those individuals and companies so they can focus on excelling in their personal lives and their businesses. 

FUN FACT
Laura has dual citizenship in the United States and Italy. She is a life-long equestrian, avid animal lover, painter, and a writer. Laura is married to a rock star (literally) and loves cooking and plants. 

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Allison Jaffe

Chief Compliance Officer

Allison Jaffe

Chief Compliance Officer

WHAT she does for our clients
Allison serves as BPP’s Chief Compliance Officer (“CCO”) as an integral part of the BPP team to ensure all clients receive the highest quality service.

WHEN she started 
Allison began her career in the financial industry in 1993 at Oppenheimer & Co., Inc. in New York City and has held positions with both Registered Investment Advisors Firms (asset and wealth management), and broker/dealer firms (retail and institutional). As a result of the financial crisis, Allison began to focus on compliance in 2008. She joined BPP as a compliance consultant in 2020 and moved to the COO position of CCO in April 2021.

WHERE she went to school and what degrees she has
Allison received her Bachelor of Arts in communications management from the University of Dayton in Ohio. She previously held Series 24, 7, and 63 while working on the broker/dealer side of the business.

WHY she does what she does
Allison was introduced to BPP by her professional partner and the current General Counsel of BPP, Laura Flanagan. After almost two years working with BPP as a compliance associate, Laura and Allison decided, along with the management team at BPP, that Allison would be a great fit. Her compliance expertise, attention to detail and focus on best service for clients has been a “win-win” for everyone. 

FUN FACT
Allison served as CCO to a New York Stock Exchange (“NYSE”) firm from 2009-2013. This was the first Native-American Broker/Dealer institutional trading firm on Wall Street that was also a member of the NYSE. In recognition of this distinction, they rang the NYSE closing bell on August 25, 2011, and many Native-Americans from around the country and many tribes attended the ceremony, which included the famous Navajo Code Talkers.

Allison and her husband Matt live in Navesink, NJ, and have a son and daughter. The family is passionate about the beach, soccer as well as their two dogs and cat.

Tracy Salomon Goldenberg Photo
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Tracy Salomon Goldenberg

Certified Financial Planner®

Tracy Salomon Goldenberg

Certified Financial Planner®


WHAT she does for our clients
Tracy is our contract CFP®, providing all services related to our clients' financial plan management.  

WHEN she started
Tracy graduated from Emory University in Atlanta in 1988 with a Bachelor of Arts in economics. In 1994, she began studying for her Masters of Business Administration at NYU Stern School of Business and completed it at Melbourne University in Australia. She received her Certification in Financial Planning in 2000. 

WHERE she went to school and what degrees she has
Tracy graduated from Emory University in 1988 with a BA in economics and minors in Psychology and French. In 1994 she began studying for her MBA at NYU Stern School of Business and completed it at Melbourne University in Australia. She received her Certification in Financial Planning in 2000. 

WHY she works at BPP
BPP Wealth’s mission to help clients Build, Protect and Preserve Wealth for Generations™ via their proprietary Security Income Planning® process is what drives Tracy. She has always felt that holistic planning and focusing entirely on client goals is the most important aspect of this business. Fulfillment comes when clients accomplish their goals year after year and feel secure about their financial future. 

FUN FACT
During her time away from financial services to care for her two children, Tracy worked in construction, renovating, and building “green” homes for resale. She will always have a passion for anything related to real estate. 

after team

STRATEGIC PARTNERS

BPP has strategically aligned themselves with independent partners and industry experts, some of which are listed below.


Oliver Luxxe Assets

Independent Portfolio Manager
Second-generation portfolio managers providing customized portfolios with a commitment to our clients’ individual goals whether it be to maximize cash flow and safety or provide maximum growth and return.

Mutual Securities

Broker/Dealer and Investment Advisory Platform
An independent broker dealer who primarily works with independent wealth managers to provide an array of annuities and other alternative investment vehicles to complement our client portfolios.

AgencyOne

Independent Insurance Advisory and Consulting
A team of top industry professionals who work exclusively with 100 advisors to provide our clients the best professional expertise to design and solve insurance and advanced planning needs.

SECURITY INCOME PLAN®

YOUR FUTURE SIP

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