Precision Financial Services Announcement

We are thrilled to share some exciting updates about our team’s professional achievements! 

Please join us in congratulating Guillermo Aguilar on earning the Chartered Financial Analyst® (CFA®) designation. Guillermo joins David Vollmer, CFA, in holding this designation, marking a significant milestone in his professional journey. The CFA® charter is a globally recognized designation that attests to success in a rigorous and comprehensive study program in the investment management and research industry and a commitment to ethical conduct. CFA® charterholders are held to a high standard of loyalty, prudence, and care in all interactions with clients and must act for the benefit of clients and place clients’ interests above their own. They are bound to comply with any legally required fiduciary duty. We are proud to have Guillermo Aguilar as an additional CFA® charterholder on our team to further elevate the quality and breadth of our firm’s capabilities. 

Additionally, we are proud to announce that Socrates Leotsakos and Miguel Dajer have successfully obtained their CERTIFIED FINANCIAL PLANNER™ certification. They join Matthew LaFevre, CFP®, enriching our firm with their expanded expertise. The CFP® mark is a testament to their comprehensive understanding of financial planning and their dedication to working towards the unique needs of our clients. Their accomplishments serve to bolster our ability to offer thorough and personalized financial planning services. 

These accomplishments reflect not only the personal dedication of Guillermo, Socrates, and Miguel, but also our firm’s enduring commitment to fostering an environment where our professionals can grow and excel. Our team is continuously striving to meet the highest standards of service and expertise as your trusted advisors. 

Thank you to our valued clients for your continued trust and support as we further strengthen our abilities to better serve your needs. 

*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. 

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 

PFS at Hammock Bay Golf & Country Club

On October 14, 2023 Steven Hardardt II took to the links of Hammock Bay Golf & Country Club in Naples, FL. to help raise funds for the YMCA of Collier County, FL. Precision Financial was proud to be a Birdie sponsor of 3 holes at the event as well. The event raised approximately $39,000.

PFS supports the First Annual Charity Golf Outing hosted by Glenbrook Brewery, Morristown, NJ.

This October, some members of the Precision Financial Services Team stepped onto the green at Farmstead Golf Course to participate in the First Annual Charity Golf Outing hosted by Glenbrook Brewery, Morristown, NJ.

Funds were raised for Breast Cancer and donated to the Rippel Breast Center at Morristown Medical Center.

From left to right, Miguel Dajer, Ethan Kraft and Matt LaFevre

2nd Annual Fins & Feathers

The 2nd Annual Fins & Feathers PS Fundraiser was held at Hudson Farms Club in Andover, NJ from 5/7-5/8/2023.  Several Members of the PFS Team participated in the event. Guest speakers included William McCullough, Commandant of Norwich University & University President Colonel Mark Anarumo.  The event included fly fishing and sport clays shooting.  The event raised over $100,000 to support several causes including kick starting the Norwich Sophomore Expedition program. 

35th Annual Fundraiser for Morris County Sheriff’s Crimestoppers

December 13, 2021 – Members of PFS supported the 35th Annual Fundraiser for Morris County Sheriff’s Crimestoppers which was held at the Birchwood Manor in Whippany, NJ. 

Precision Financial Services Supports Norwich University NYC Bicentennial Gala

Mine Hill Township, NJ (June 7, 2019) – Precision Financial Services, Inc. is honored to support Norwich University as they celebrate a major milestone in the school’s history. PFS is a co-sponsor of the Norwich University New York Bicentennial Gala. The Gala is part of a yearlong schedule of special events, occurring throughout the nation, to recognize the 200th anniversary of the oldest private military college in the United States.

“Norwich University is in a small circle of American universities that have achieved the 200-year milestone. Norwich has had a profound affect on my life, and I’ve watched how Norwich alumni have continually worked to make our country a better and safer place. I’ve supported Norwich over the years, not only as a donor, but also as a Class Agent and Member of the Board of Fellows. I was honored to be asked to be a member of the committee to help celebrate Norwich’s 200th Anniversary.” – Michael Babyak, Jr. II

The New York Bicentennial Gala will take place Friday, June 7th on the Intrepid Sea, Air & Space Museum in NYC. Cocktails begin at 7:00pm with dinner to follow at 8:30pm. LtGen John J. Broadmeadow USMC, NU’83 is the distinguished guest speaker. LtGen Broadmeadow has had a remarkable career in the Marine Corps, and currently serves as the deputy commander, U.S. Transportation Command.

Learn more about the Norwich University New York Bicentennial Gala and the 200th Anniversary special events.

Precision Financial Services Supports the Brian R. Bill Memorial Golf Tournament

Mine Hill Township, NJ (June 3, 2019) – Honoring the memory of a highly decorated combat veteran, Chief Special Warfare Operator (SEAL) Brian Bill, the 2019 Brian R. Bill Memorial Golf Tournament will take place Monday, June 3, 2019 at Woodway Country Club in Darien, CT. A Stamford, CT native, Bill was a 2001 graduate of Norwich University whose childhood dream was to become a SEAL. He went on to achieve that dream, and garnered numerous awards during his distinguished career, including the Bronze Star Medal with Valor and Purple Heart Medal. Precision Financial Services, Inc. is enormously proud to honor this American Hero, and support the scholarship in his name, by co-sponsoring the tournament.

“Brian Bill inspired us all and this event is to support those, like Brian, who make sacrifices for the welfare of others. The scholarship fund was created to support those who want to become Special Operators, and those already deployed who wish to further their education. We want to ensure that these amazing people have access to the education necessary to support themselves and their families.” – Michael Babyak, Jr. II

In addition to a great day of golf on a beautiful course, participants will enjoy an amazing evening featuring a delicious dinner, lively auction, and special guest speaker ADM William McRaven. A retired U.S. Navy Four-Star admiral and the former Chancellor of the University of Texas System, Admiral McRaven is a recognized national authority on U.S. foreign policy and has advised Presidents George W. Bush and Barack Obama, as well as other U.S. leaders, on defense issues. He currently serves on the Council on Foreign Relations (CFR) and the National Football Foundation.

Precision Financial Services thanks all those who wish to participate in the tournament and contribute to this worthy cause. Visit Brian R. Bill Memorial Golf Tournament for further details.

Precision Financial Services Sponsors Golf Tourney for Morris Catholic Girls’ Basketball

Mine Hill Township, NJ (May 16, 2019) – Precision Financial Services, Inc. is proud to sponsor the first annual golf fundraiser to benefit the Morris Catholic High School girls’ basketball program. The program prides itself on building strong, competitive players through hard work and discipline. They had a successful 2018-2019 (18-9) season and were ranked 39 in the Final Top 50 teams in New Jersey as selected by NJ Advance Media’s girls’ basketball reporters.

“As a former high school athlete, I recognize how critical it is to support young student athletes as they grow and learn life’s lessons. Hard work, discipline, and perseverance are valuable traits that will serve them well through their college experience and beyond. Many of our team members here at Precision have daughters, and we see how important it is to foster the support of great coaches like Bill Lovett and his mentor, Bobby Hurley, Sr.” – David Vollmer, Chief Operating Officer

Golfers will gather at the East Orange Golf Course in Short Hills, NJ on May 20, 2019 to enjoy a full day of golf and raise funds to support the Crusaders. The day will kick off with a continental breakfast option beginning at 8:00am followed by registration at 11:00am and a shotgun scramble at 12:00pm. The evening’s dinner banquet features a live auction, prizes, and guest speaker Bobby Hurley, Sr. Coach Hurley coached for 39 years at St. Anthony High School in Jersey City. He led the basketball team to 26 state championships and more than 1,000 wins, producing over 150 full-scholarship players to D1 basketball programs.

Precision Financial Services thanks all those who wish to register, donate, or sponsor the event.

PFS visits the NYSE

Michael Babyak Jr. II and Matthew LaFevre were invited to visit the New York Stock Exchange on March 7 where Michael participated in the Opening Bell celebrating Goldman Sachs’ and Motif’s ETF launch!