Your Financial Advisory Team
At Maven Wealth Management we have created a culture that provides each team member the opportunity to contribute to the success of our clients.
The team is comprised of passionate professionals with diverse areas of expertise. Each team member possesses a comprehensive skill set that has been acquired as a result of many years of working in the investment management industry for major Wall Street firms.
At Maven, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. When you engage us, you become like family. We share a unique relationship with our clients that allows us to learn who you are, so that we can help you to pursue your goals, dreams and aspirations.
Denika Tokunaga, MBA, CFP®, CRPC®
President
As one who desires to see people and organizations thrive financially, Denika began a career in wealth management. She has a passion for helping people secure their financial future and employs various investment as well as...
Extended Team - INC Advisors*
Michelle Terranova
Sr. Branch Administrator
I have a 12 year financial services background, specializing in client services. I previously worked at Abner Herrman & Brock as well as Hennion and Walsh. I have an Associates in Business Administration from County College of Morris....
William C. Meltzer, AVP
Sr. Relationship Manager
Leslie Portee
Sr. Client Service Associate
*INC Advisors is a marketing name for a supervisory branch of LPL Financial that supports assigned independent advisors at LPL Financial, a broker/dealer and registered investment advisor. Through INC Advisors, Denika Tokunaga has access to additional resources, such as administrative support and investment research. Maven Wealth Management is a separate entity from LPL financial and INC Advisors.