Our Associates

Our Approach

At ClearFocus, we are committed to maintaining the highest standards of integrity in our relationship with you, our client.

We act in your best interest, as a true fiduciary, because we begin our planning process by understanding your situation and your financial goals. As a result, the information, services, and products we provide are always based on your specific needs and circumstances.

Our fiduciary standard also helps to insure you of constant vigilance over your financial plan. In response to the fluid nature of today's economic climate, informed decisions, based sound academic data along with economic principles are routinely recommended to help you reach your financial goals.

As trusted stewards of your wealth, we take pride in our role as partners with you on your journey.

Associates

Bill Logue, RFC, CFP®

CERTIFIED FINANCIAL PLANNER™

(908) 228-8400

(908) 228-8415

Bill@ClearFocusFinancial.com

Bill has been serving others through successful business ventures for over 30 years. After graduating Drexel University, Bill worked with individuals and businesses to reach their financial goals. Since 1997 he has been dedicated to...

Matthew Filik, CFP®

CERTIFIED FINANCIAL PLANNER™

(908) 228-8400

(908) 228-8415

Matt@ClearFocusFinancial.com

Matthew's financial consulting process is rooted in the balance of academic research and practical applications that provides a simplified and clear path to helping clients pursue their goals. A believer in continuing professional...

David Fazendeiro, CFP®

CERTIFIED FINANCIAL PLANNER™ & LPL Branch Manager

(908) 228-8400

(908) 228-8415

David@ClearFocusFinancial.com

David Fazendeiro, a Union County native, graduated from Kean University and achieved much success in the title insurance industry before moving to retail financial services. David holds many professional financial licenses which...

Jackie Mittelhammer

Operations Manager

(908) 228-8400

(908) 228-8415

Jackie@ClearFocusFinancial.com

Jackie was born and raised not far from here in Bergen County, NJ. She received her degree in Criminal Justice from Rowan University and proceeded to gain experience in the insurance and financial services fields. After many years in...

Lynda Forese

Wealth Management Assistant

(908) 228-8400

(908) 228-8415

Lynda@ClearFocusFinancial.com

Lynda Forese has been a Union county resident for over 25 years. She received her MBA from Rutgers University and had achieved much success in the consumer electronics industry before moving into retail banking and financial services....

Connie Luttrell

Regional Practice Manager

(908) 228-8400

cluttrell@investmentctr.com

Beginning with insurance and expanding across the financial services field, Connie has over 40 years of investment knowledge and helping clients plan for their financial future. Her goal is to teach and assist others along the road to...

Erin Kennedy

Operations Assistant

9082288400

9082288415

Erin@ClearFocusFinancial.com

Erin graduated with a bachelor’s degree in communications and a minor in marketing from Kean University. She spent her early career working in operations and marketing for a nonprofit and is now excited to apply those skills at...

Iliana Moreno

Executive Receptionist

908.228.8400

908.228.8415

Iliana@ClearFocusFinancial.com

Iliana is a dedicated professional with a background in luxury retail and client relations. She values authenticity and building meaningful connections. As Executive Receptionist at Clear Focus, Iliana will focus on bringing...

Jennifer Soto

Client Service Coordinator

(908) 228-8400

(908) 228-8415

Jennifer@ClearFocusFinancial.com

Jennifer is a business graduate from the University of Arizona with a passion for finance and a full, happy home. We are excited for Jennifer to join the team and focus her time on helping with clients’ needs. She is a proud wife to...

Lynn Hussung

Regional Client Services Associate

(908) 228-8400

LHussung@ClearFocusFinancial.com

Matthew Fazendeiro

Financial Advisor

(908) 228-8400

(908) 228-8415

MFaz@ClearFocusFinancial.com

Matthew Fazendeiro is a Financial Advisor. He is committed to providing clients with thoughtful and intentional wealth-building and insurance planning approaches. He joined the firm in 2022 as part of a summer...

Ryan Westerfield

Investment Analyst Assistant

(908) 228-8400

(908) 228-8415

Ryan@ClearFocusFinancial.com

Welcomed on board to ClearFocus in December 2023, Ryan is a recent graduate of Seton Hall University, where he earned his Bachelor of Science degree in Finance. Throughout college, Ryan gravitated towards a career in financial markets...