Broker Check

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...

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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....

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William C. Meltzer, AVP

Sr. Relationship Manager

I have a 30 year financial services background preforming various tasks. I have held roles in institutional block trading, risk management, financial advisory, retail banking and now supervisory position. I spent a total of 21 years at...
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Leslie Portee

Sr. Client Service Associate

Leslie Ann Portee joins our team with over 17 years of experience in the Financial Services industry. Leslie has previously held several client-facing roles within the LPL Financial network as a Client Service Manager, Associate...
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Nancy Comparetto

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.