Staff
I realize that when you become my client, you place your trust in me to help make your vision a reality. I strive for excellence in the service of clients who are making some of the most important decisions of their lives, and have carefully chosen expert staff to fulfill this commitment.
I believe the exceptional care we take with our clients is what sets us apart from other advisors, and it is also why much of my business is built on referrals from existing satisified clients.
If you need to schedule an appointment or request any other service, please call or email us. We will respond as promptly as we can.
Laurie Bilyeu
Director of Marketing and Client Services
laurie.bilyeu@nmfn.com
(609) 750-7739
Laurie joined Mark’s practice in March 2009 and currently serves as the Director of Client Services, Insurance Operations, and Marketing. She has over 15 years combined experience in diverse disciplines, including sales, marketing, administration, and business development.
Laurie is the primary contact for our clients’ service needs. She also manages the insurance operations of Mark's practice, which includes coordinating the underwriting process for life, disability, and long-term care applications from submittal through approval and delivery. As Director of Marketing, she works closely with Mark to create and execute new business strategies and methods.
Laurie graduated from Rutgers University in 1994, and lives in Montgomery Township, NJ with her husband Dave and two sons, Reese and Shawn. She is active in the Montgomery community, including serving on the Board of Directors of Montgomery Baseball League.
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David J Bilyeu
david.bilyeu@nmfn.com
(609) 750-3625
Dave has been active in the financial services industry for over 15 years, where he has worked at Merrill Lynch, Citigroup/Smith Barney, and most recently Goldman Sachs’ Philadelphia office. He has an extensive background in personal financial planning and specializes in working with business owners, corporate executives and pre-retirees, addressing both the accumulation and distribution of their assets.
He earned his undergraduate degree from Rutgers University with a double major in Finance and Economics. Dave lives in Montgomery Township with his wife Laurie and two young sons, Reese and Shawn. Dave spends much of his free time managing his boys’ baseball teams throughout the year, and is a die-hard Mets fan.
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