Financial Planning Team
Bryan Katz, CFP®, RICP®, CLU®, ChFC®, CASL®
Bryan brings over 20 years of financial services experience to the Princeton Financial Group. Upon graduation he joined Wall Street where he spent 15 years in institutional equity investing. There he worked closely with portfolio managers at major institutions helping them invest in publicly traded companies. In 2012, Bryan joined Northwestern Mutual shifting his focus to helping families and small business owners.
As a CERTIFIED FINANCIAL PLANNER™ Bryan specializes in retirement planning, investment management and insurance planning. He utilizes a comprehensive planning approach working closely with his clients in designing a financial plan individualized to their specific goals while leveraging his Wall Street experience in helping them accumulate wealth. Bryan sits on the Board of the Ronald McDonald House.
Bryan graduated from the University of Delaware earning a B.S. in Business Administration with a Finance Concentration. He lives in West Windsor, NJ with his wife and 2 daughters. When not backstage working one of his daughters’ many shows, Bryan enjoys living an active lifestyle playing basketball and obstacle course racing.
Book A Meeting with Bryan HERE
Jill Katz
Jill has been an administrative assistant in the financial services industry for over 5 years. Prior to that she was an elementary school teacher in third grade and special education classrooms. Although very different fields, Jill likes to use her teaching background to help clients understand any questions they may have and uses her organizational skills for an efficient client experience.
Jill focuses much of her time on the insurance platform coordinating applications, underwriting and post approval implementation. She also handles all the marketing for PFG including the website, social media, sponsorships, and advertising.
When not in the office, Jill is a mother to two wonderful kids and serves on a board of a local theater company where her free time is spent producing, stage managing or artistically painting sets for shows.
Nancy Polanco
Nancy is our Investment Advisory Associate. She has 10+ years working in the banking and finance industry and has held several financial and professional licenses. She has worked as a Small Business Specialist, Licensed Relationship Banker and most recently working as a Mortgage Originator. She is furthering her financial knowledge by going back to college and pursuing a second degree in business and finance.
As an Investment Advisory Associate Nancy will be monitoring the investment platform for all our clients. She will also be assisting with investment operations and client meetings as well as taking on the role as one of our client support advisors.
Nancy has 2 small children, who keep her busy and well entertained. She is an avid reader and spends her free time reading on her kindle.