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Equity Strategies Group - Paramus, NJ


61 South Paramus Road, Suite 425

Paramus, NJ 07652



Support Team


Exit Planning Manager

Catalina is the Exit Planning Manager for Equity Strategies Group. She joined the company in March 2010 as a Finance Intern. After receiving a B.S. in Business Administration minoring in Finance and Marketing from Montclair State University, Catalina became the Exit Planning Manager, handling all exit planning cases in process of Equity Strategies Group and its national regions. Prior to joining the firm, she was Head Teller at Valley National Bank. Catalina holds her Series 7 and Life and Health Insurance licenses and plans to sit for her Series 66 registration.



Jim is an Associate of Equity Strategies Group, working closely with the Founder and Director of Business Development, supporting business owner market research and exit planning opportunities. He joined the firm in June of 2016 after graduating from Johns Hopkins University where he received a B.A. in Economics and minored in Entrepreneurship & Management. Jim currently holds his Series 7, 66, and Life and Health Insurance licenses. He also holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant (ChFC®) certifications. He is a member of the Financial Planning Association’s NexGen group and outside of the industry, he is a volunteer for iMentor, an organization focusing on mentoring high-school students from low-income communities to achieve their ambitions.


Risk Management Specialist

Glenda has over 17 years of financial services and case management experience. She joined our firm in January 2020 handling all risk management cases and underwriting. Prior to joining PrisCo Financial, Glenda served as the Risk Management Specialist to other major financial planning practices throughout Lincoln Financial Advisors since 2006. Glenda holds the designation and licenses of Financial Paraplanner Qualified Professional (FPQP) and Life & Health Insurance licenses. Glenda is a graduate of California State University with a B.S. degree in Business Administration. Glenda resides in Pueblo, CO with her 2 children, Ava and Dax.