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Meet The Team

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Managing Partners

Michael Pine
Managing Partner, Co-Founder
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Michael began his career in the financial services industry more than three decades ago. Over the course of time, he has established a broad base of experience in estate planning, financial strategies, and insurance protection. Michael has received multiple accolades, recognition, and awards for his work with individuals, families, and small businesses in need of wealth restructuring and strategic planning. He takes tremendous comfort in knowing his clients are well protected in the face of life's twists and turns.

Michael graduated from Boston University with a BS in Communications. Shortly after, he embarked on his career as an insurance agent. Michael had a gift for laying out a strategic roadmap for complex business and personal planning that would protect and serve any family. He has also helped numerous clients with their financial goals through his extensive knowledge of Social Security and the many intricacies of when to take benefits, when to hold off, and how to maximize.

Michael lives in Newburgh, New York with his wife, Lori. They are blessed with four children and three grandchildren. In his free time, he enjoys the Jersey shore and traveling with his family. He is an avid fan of college basketball, golf, and hiking.

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Sergio Pessoa

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 with Michael Pine. He’s been known as a leading financial professional 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) through the American College, and was awarded the Certified Financial Planner (CFP) designation 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 Meyer
Wealth Management Advisor
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Paul began his career on Wall Street after graduating from Rutgers University. His first job was in the trust and accounting group at Bankers Trust in 1990. Over the past 30 years, Paul spent his time on Wall Street fulfilling roles in the Retirement Services industry's various specialties, including 401(k) Service Center, Recordkeeping, Asset Management, Trading, and Derivative Sales.

Recently, Paul decided to take his valuable experience supporting large organizations and transition to helping local businesses and individuals with their retirement planning. Paul has been a client of ThinkWealth for over 20 years and is excited to bring financial solutions that he utilizes for himself and his family to others. Overall, his experience in all aspects of the retirement business has provided Paul with a clear picture on how to coordinate between all retirement plan service providers to help deliver positive results to his clients.

When Paul isn’t helping clients achieve their financial goals, he is volunteering with CarePlus NJ as a board member, chair of the Foundation and co-chair of DEIB supporting their mission of providing excellent mental healthcare to our communities in NJ. Paul and his wife, Rina, along with their four children enjoy cooking, supporting their favorite sports teams and playing board games at home. CRN202702-5880747
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Maddalena Egbert
Financial Services Professional
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Maddalena joins our team as a financial services professional with experience in business finance and accounting spanning over 20 years. While finishing her bachelors degree in accounting, Maddy began her career in accounting and finance at ADP Graphic Communications in 1999, where she managed the accounting and financial departments working closely with the CFO. She continued her career at Chase as a licensed banker where she quickly rose to top banker in sales and client relationships.

In June 2018, Maddy joined the Lee, Nolan, & Koroghlian Agency as a Financial Services Professional, and later stepped up to her lead role on the thinkWealth team. In a short time Maddy has made leadership conferences showing excellence in sales and client relationship building. She has done well to help many families from PTA at schools to union tradesmen to business owners on Wall Street. Her genuine nature to guide, educate and inform her clients has secured a path to strong client relationships.

She is the proud parent of her 2 children, Charlotte and Christopher and resides with them and her husband Chris Sr. at their home in Staten Island, New York. Maddalena prides herself on being an advocate for her son Christopher who is on the Autism Spectrum and is actively engaged with the Autism community. Maddy also enjoys spending time teaching homemade recipes from Italy to friends and family and is also fluent in Italian. We welcome Maddy as a strong addition to our team, and we can’t wait for you to meet her.
 

Thomas M. Yannetti, WMS℠
Wealth Management Advisor
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Thomas Yannetti began his career as a financial professional intern with Lee Nolan & Koroghlian, a MassMutual firm. Originally from Bergen County, New Jersey, he was raised with a strong family history of public service and helping others.

A devoted scholar, Thomas was the first double major in Finance and Accounting in Ramapo College of New Jersey’s history. During his time as an academic scholar, he was a member of the Anisfield School of Business Dean’s Student Advisory Council in conjunction with other leadership roles.

Early on in his career, Thomas was recognized as a rising leader in the industry and was invited to join thinkWealth. As a fully licensed Financial Advisor, he combines his passion for educating others with the support of his team. Thomas specializes in working with individuals, young professionals, and families; with an emphasis on accrued student debt, developing investment portfolios, and retirement income strategies. He keeps the end goal in mind, providing a path to help clients each step of the way. 

Thomas is a forward thinker and a natural self-starter. Serving as the current Vice President of the South Hackensack School Board, he is committed to giving back to his community and investing in the future of others. 

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

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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.
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Christina Coleman
Head of Employee Benefits
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Christina began her career in the Group Health Benefits industry over 20 years ago and has been a trusted advisor to organizations from start-ups to large national accounts. She is committed to providing clients with the most current and effective solutions to mitigate the increasing costs of Employee Benefits through various alternative funding arrangement options. While providing her clients with the necessary communication and administrative tools needed to manage a successful Employee Benefits program, Christina and her team of ERISA attorneys are also dedicated to helping clients understand and remain compliant with current healthcare mandates.

Christina and her twin puggles, Duke and Daisy, split their time between New York City and Westhampton, NY. In her spare time, Christina enjoys travel, gardening, and cooking for friends and family.

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.
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Beverly Wright
Head of Worksite Marketing
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Beverly provides group voluntary insurance benefits to both existing and brand new benefits programs, some at no cost to the employer.

Through this process, benefit decision makers and employees are educated on the importance of having benefits that can supplement the protection they already have in place.

In turn, Barnum advisors work with Beverly to add layers of service and protection to their existing business clients’ portfolio.
 
 
 

Ryan Betcher
Client Experience Specialist
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Bio Coming Soon!
 
 

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.