Meet The Team

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Managing Partner

Sergio Pessoa CFP®, CLU®, ChFC
Managing Partner, Co-Founder
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Sergio began his financial services career on Wall Street where he joined Lee, Nolan & Koroghlian, LLC and became Senior Vice-President before starting thinkWealth. He has extensive experience in the tri-state area; committed to helping business owners and families implement strategies to reach their financial goals. “We started thinkWealth to provide our clients sophisticated financial planning strategies in a simple, easy to understand process and provide unparalleled service each step of the way.”

Sergio earned his Bachelor of Science degree in Finance at Seton Hall University, the Chartered Life Underwriter (CLU) and Chartered Financial Consultant(ChFC) designations through the American College, and was awarded the Certified Financial Planner (CFP) certification by the CFP Board of Standards.

Sergio resides in northern New Jersey with his wife Rita and their son Antonio. They love going on family trips, playing sports, and cooking together. Sergio is committed to giving back to the community and supporting local charities, as well as The National Kidney Foundation.

Financial Professionals

Paul Bacchioni
Managing Director
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Paul joins the ThinkWealth Team with 13 years of industry experience. He began his financial services career as an advisor with MetLife and was quickly recognized as a leader within the organization. He was promoted to Agency Sales Director after two years. In 2013, he joined Penn Mutual in Edison, NJ, where he led one of top sales teams in the country. Paul was a two-time Leaders Conference and Million Dollar Round Table qualifier during his time at MetLife (2010, 2012, has qualified for one Silver (2015), two Platinum Front Line Leader Awards from GAMA International (2016, 2018), and is a two-time Management Conference qualifier at MassMutual (2019, 2020).

Paul is incredibly passionate about the insurance and financial services business and built his career on helping business owners and families implement strategies to reach their financial goals. Paul is actively involved in the National Association of Insurance and Financial Advisors (NAIFA) and sits on the executive board for the state of NJ. He is also the chair of the NJ Chapter’s YAT, Young Advisor and Teaming development. In his spare time, you can find Paul actively involved in assisting and coaching children’s sports, playing golf, hiking, camping, and spending time with family. He and his wife, Christine, are the proud parents of three children. The family resides in Wayne, NJ.

Operations

Zack Eidman
Senior Director of Operations
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Zack Eidman is the Senior Director of Operations at thinkWealth. Zack oversees the process of new business submission and manages day to day client relationships. Zack’s expertise is in the business of life insurance, annuities and investment products.

Prior to joining thinkWealth in 2017, he worked at Northwestern Mutual as an Associate Financial Representative. Zack graduated from Rutgers University and currently resides in Tenafly, NJ with his wife and two children. In his spare time, Zack enjoys skiing, freshwater fishing and playing guitar.

Jakelene Amabile
Director of Insurance Underwriting
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Jackie brings over 15 years’ experience in client service. For the past 7 years she has worked as a client relationship manager within the financial Services industry and now brings her client service expertise to ThinkWealth in her new role as Director of Insurance Underwriting. Her extensive experience has given her a solid understanding of how relationships between clients, their financial professionals and the administrative team are essential in making a business successful. Jackie lives in Brick, NJ and enjoys spending time with her husband, daughter and 2 dogs at the Jersey Shore. In her spare time she volunteers for American Rescue Dog out of Howell, NJ.

Our Commitment.

We are just like you… hard working people who love their families and are driven by the hopes and ambitions of our clients.

Our working environment is characterized by teamwork, trust and cooperation. We work together to serve you. We serve with loyalty and hold ourselves and each other accountable. We support the best in each other and know we can be the best financial services organization in the area. We are determined to succeed.

Our Connection

That’s why our clients rely on us to help customize their strategy around their needs to help secure their financial futures.

Each and every day we set out with the old adage, “treat others as you would want to be treated.” And, it works well. We listen. We respond. We take time to understand the needs of your family for no two families are ever alike!

Our Contribution

Within the foundation of our mission, we believe that in order to build long-lasting relationships with our clients, we also have to serve the local communities in which they live and work.

Our community involvement through charitable organizations, civic events, and careful life care planning is deeply important to us and our time and resources invested are additional reasons we’ve earned trust from so many in this area.