About Us

Chuck invested a lot of time in classrooms while earning 4 professional designations and his Master’s. He still attends educational seminars on a regular basis. He also spent a great deal of time at the front of classrooms as an adjunct faculty member for the American College and Penn State University. He participated in the writing of 2 textbooks and had nearly 3 dozen articles published relating to insurance, taxes and other issues. At various times he was certified by more than a dozen states as a continuing education instructor in financial services.

Chuck’s passion is teaching and that is the motivation for his work with clients. He loves to teach and explain concepts to them and, as he says, “watch the lights go on”. His favorite non-professional pastimes are golf, crossword puzzles and bragging about the accomplishments of his 6 grandchildren.

Jim Lombardo, partner at Chaslyn Financial Group, has accumulated over 30 years of experience in the financial services industry.  Today, his focus lies in planning for individuals and small business owners, with a specialty in navigating 401k plans, insurance, and group benefits.

Chaslyn Financial group has been cutting new paths in the 401k space since its inception.  Jim’s passion in this area led him to create a Multiple Employer Plan (Kinetic Plans), a vehicle that greatly increases the ease and accessibility of retirement savings plans for small businesses, often with significantly lower costs and liability to the business owner and his/her employees.  Advisors across the country regularly seek his expertise in this area.

Jim also has extensive experience in investment planning, property & casualty, and life and disability insurance.

Jim lives in Deptford, NJ.  Outside of work, you can find him playing golf, reading, and spending time at the beach.

Paul joined Chaslyn Financial Group in January 2021, bringing in more than 25 years of experience in financial planning and wealth management. Today, he focuses on guiding individuals and families to manage financial decisions with clarity, confidence, and a long-term perspective.

Initially in his career he worked his way up to Property Controller with a national mall management firm based in King of Prussia, Pennsylvania. Here he gained hands-on experience overseeing the financial performance of retail properties across the country. This early role helped shape his practical, real-world approach to understanding how financial decisions play out over time.

Paul went on to spend 22 years with a private wealth management firm in Haddonfield, New Jersey, including 13 years as General Manager. There, he worked closely with individuals and families with a much appreciated and genuine feel, helping them navigate important financial challenges. He has an ongoing commitment to assisting clients make informed choices, while instilling very refreshing energy and trust through a personalized approach.

He also served as Treasurer of a local chapter of Business Network International (BNI), reflecting his continued involvement in the business community. He holds FINRA Series 7, 63, and 65 licenses, along with insurance licenses in Life, Health, Variable and Property & Casualty.

A graduate from Temple University, Paul has lived in New Jersey for over 35 years. He enjoys a variety of reading, whale watching and staying closely connected with his three adult children and one grandchild to date.

Jeff Heppard brings over 20 years of financial services experience to Chaslyn Financial Group, where he focuses on investment advisory, estate planning, and retirement income plans. His approach is grounded in patience and skepticism. Jeff believes the best financial decisions are the ones that hold up under scrutiny, not the ones that sound good in the moment.

Before entering the industry, he attended Rutgers-Camden Law School and practiced law for 22 years. Jeff received his bachelor’s degree from Bridgewater College in History and also did graduate work at the University of Virginia. This background shapes the analytical rigor that he brings to every client relationship. Over his career, he has worked at firms including Legg Mason, Smith Barney, and Morgan Stanley.

Outside of the office, Jeff is an avid reader of economics, philosophy, and history. He has completed 15 marathons and enjoys golf. He also serves as a volunteer official for the Philadelphia Golf Association. Jeff loves his community and has been an active member of the Moorestown Rotary Club for over 30 years.

Stacy partnered with Chaslyn Financial Group in 2021, where she focuses on guiding individuals and families through a broad range of financial planning needs, including life insurance, annuities, long-term care, Medicare supplements, and group benefits. She also maintains an independent practice through Farmers Union Insurance. In 2022, 2023, 2024, and 2025, she was named their Financial Products Agent of the Year.

She is passionate about the planning process and thrives on solving complex financial challenges, particularly for individuals and families navigating estate planning and protecting what matters most to them.

Stacy is a South Dakota native and graduate of Parker High School. She earned her associate degree in accounting from Colorado Technical University before furthering her education within the industry. She holds advanced designations such as the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), enabling her to serve clients across a wide range of complex planning needs.

Outside of work, Stacy spent over 6 years as a youth basketball coach, mentoring young players both on and off the court. She has three grown children and has been married for nearly 30 years. Her husband Michael and son Jacob are also both involved in financial services, keeping it very much a family business

James.DiGesu@BelPointeWealth.com
Office: 203.742.0577
Cell: 201.660.0839

As a wealth advisor with more three decades of experience, Mr. Di Gesu’s expertise lies in providing integrated wealth management, through comprehensive personal financial planning, tax strategies and investment management to senior corporate executives, owners of closely held businesses, professionals, retirees and their family members to assist them in achieving goals and making financial life decisions.

He is committed to combining boutique client service with objectivity and high-level attention. Mr. Di Gesu excels at providing advice to individuals and professionals, as well as to senior executives on their company compensation and benefit plans, including stock performance plans, stock option exercising and restricted stock planning, pension and deferred compensation plan analysis and the related income tax consequences and investment strategies.

As a father to a daughter with severe disabilities, he has a passion to provide planning for families with children of special needs. He helps families plan for the future of their child with in-depth special needs planning.

He has presented seminars on various topics of personal tax and financial planning to individuals, including senior corporate executives, owners of small businesses and their employees. Mr. Di Gesu has authored technical articles for professional publications in the tax and personal financial planning fields and has also appeared on network television as a guest consultant on personal tax and financial planning topics, including CNBC, CNN Headline News, CBS News and FOX Network.

He is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). He is a graduate of Seton Hall University and received an MBA in Finance from Fairleigh Dickinson University. Mr. Di Gesu is a member of the American Institute of CPA’s.

Mr. Di Gesu enjoys reading diverse subjects, especially biographies and military history. He enjoys spending time with his family and friends and his two daughters and when time permits will travel, watch classic movies, play chess, cook, compete in ballroom and latin dance and weightlifting and various forms of exercise.

Anthony Peña is a wealth advisor at Chaslyn Financial Group. He specializes in crafting strong portfolios for his clients as well as developing retirement plans for businesses and individuals alike.

His background includes 10 years of being a middle school teacher, a real estate investor, and continued success as a licensed realtor since early 2020. He is currently being mentored by the senior advisers here at Chaslyn Financial Group.

Anthony lives in Mount Holly, NJ. At home, he enjoys being a father of 3 beautiful children, trying new local restaurants with his wife, and DJing weddings in his spare time.

Cole Abegg supports the team at Chaslyn Financial Group across client service, firm operations, marketing, and investment research. He is focused on developing a well-rounded financial planning skillset and building a long-term career in wealth management.

Cole earned his Bachelor of Science in Finance with a concentration in Financial Analysis from Rutgers University and also holds an Associate’s degree in Accounting from Rowan. During college, he gained experience through an internship in the defense industry, volunteer tax preparation work through the IRS VITA program, and fundraising efforts supporting St. Jude Children’s Research Hospital.

Outside of work, Cole enjoys basketball, paddle boarding, and spending time with his dog, Sabine, as well as friends and family.