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Michael Babyak Jr. II
As President of Precision Financial Services, Inc., Michael Babyak Jr. II, has worked within the industry for over 20 years. Michael is committed to evolving and growing the firm with enhanced services and technology. His genuine passion to provide each client with consistently outstanding experience is paramount to the mission of the organization. The values instilled in Michael while obtaining his Bachelor’s Degree in Accounting at The Military College of Vermont, Norwich University, are demonstrated by his continued service to his community, both professionally and personally having served as a Boards of Adjustments member, board member of the North West Jersey Association of Life Underwriters, and class agent for Norwich University.
David Vollmer, CFA
David Vollmer brings comprehensive financial knowledge and experience to his leadership role as Chief Operating Officer and Managing Partner of Precision Financial. David is a CFA Charterholder and member of the CFA Institute. In 2007 David became a Managing Partner of PFS Partners, LLC.
Prior to working for the firm, David was a trader at Carlin Securities Group on Wall Street where some of his responsibilities included training and managing foreign traders in US markets. To broaden his expertise, he spent several years traveling to China to complete ventures for well-known firms and individuals.
Matthew entered the financial industry in May of 2014 as an intern with Precision Financial Services. Following his graduation in 2015, he returned to the firm as a Client Service Specialist. Matthew’s primary focus is trading, managing client requests and assisting in the day-to-day operations.
Matthew graduated from Norwich University, the Military College of Vermont, with a Bachelor of Science degree in both Business Management and Accounting. As a student at Norwich University, Matthew was a member of the Corps of Cadets, where he established his professional leadership skills through his structured, organized and disciplined cadet lifestyle. Matthew was also a member of the school’s football team for four years.
Shawn Brunner, MBA, CFP®
Shawn Brunner brings over 15 years of experience to his financial planning role. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, through the Certified Financial Planner Board of Standards. He works closely with our advisors providing comprehensive financial planning for individuals, families and business owners.
Shawn originally joined Precision Financial Services in 2007 as the Lead Investment Director, overseeing the firm’s assets under management and overall portfolio and investment strategies. After seven years with Precision, he accepted a position as the Senior Financial Analyst at a large New Jersey based financial planning firm, where he held this title for over two years, before returning to the Precision family in 2016.
Guillermo Aguilar is a Research Analyst at Precision Financial Services, where he constructs and evaluates investment portfolios and performs securities research for the firm. He began his career as Investment Coordinator with an independent financial planning firm in Parsippany, New Jersey. He graduated from William Paterson University with a Bachelor of Science degree in Finance. Guillermo is currently a CFA Level 2 candidate.
Prior to joining the Precision Financial team, Guillermo held an Investment Associate position for the International Financial Services division of JPMorgan Chase in New York where he worked alongside a team of Financial Advisors to manage assets for clients living outside the United States.
Susan Walker (Moderator)
Susan V. Walker serves as the Executive Director of Business Development with Precision Financial Services, concentrating on corporate strategy, marketing, training and development. Additionally, she works closely with the firm’s wealth advisors on their practice management.
Susan brings over 20 years of experience in financial services in both banking and investments. She spent 10 years in sales, leadership and coaching roles with UBS, including working directly with the head of national sales and leading integrations of advisors throughout two corporate acquisitions. Prior to joining Precision Financial, Susan spent five years as a Team Manager for PNC Investments. One of her core values is ensuring an exceptional client experience and that successful wealth management requires a very close working relationship with our clients.
IMPORTANT DISCLOSURE INFORMATION
PFS Partners, LLC (“PFS”) is an SEC registered investment adviser located in Mine Hill, New Jersey. PFS may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. PFS’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of PFS’s web site on the Internet should not be construed by any consumer and/or prospective client as PFS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by PFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of PFS, please contact the SEC or the state securities regulators for those states in which PFS maintains a notice filing. A copy of PFS’s current written disclosure statement discussing PFS’s business operations, services, and fees is available from PFS upon written request. PFS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PFS web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by PFS), will be profitable or equal any historical performance level(s).
Certain portions of PFS’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, PFS (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from PFS, or from any other investment professional. PFS is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.