A recognized expert in the retirement plan space, Jamie has been with Cafaro Greenleaf for 18 years and a principal and partner since 1995. She holds a B.A. in Business Administration from Delaware Valley College, is a Registered Financial Advisor with Series 7, 24, 63, and 65, is Life Insurance licensed, and has earned the Accredited Investment Fiduciary® (AIF®) professional designation awarded by the Center for Fiduciary Studies. Jamie has been a recognized Vice President, Retirement Plan Advisor with UBS Financial and a Vice President, Retirement Advisor with Prudential Securities, consistently ranking among the top advisors and producers at both firms. Jamie was named one of the TOP 300 Most Influential Advisors in Defined Contribution by 401k Wire™ and has presented at the national Mid-Size Pension Management Conference. She recently was named one of planadvisor™ magazine’s Top 100 Retirement Plan Advisors in the nation. She has provided consulting services in all areas of plan management and oversight, including plan design, fees and services benchmarking, investment management selection and monitoring, fiduciary and regulatory compliance, investment policy design, and financial education to many Fortune 500 and other publicly traded companies. These clients include such well-known names as McGraw Hill, Avis Budget, Bax Global, The Body Shop, Meridian Health, and the NJ Turnpike Authority.
Jamie is known for her extensive knowledge and passion for the Industry, and her keen ability to guide, support and educate Plan Trustees, Plan Sponsors, and Plan Participants alike.
Dorann founded Cafaro Greenleaf in 1981. With over 25 years in the financial industry, she is recognized for her unique, unbiased consulting advice and her genuine care for the financial well being of retirement plan sponsors, participants and the plan itself.
Dorann was one of the original founders of National Retirement Partners—a leading national network of independent retirement experts—and currently serves as the organization’s executive vice president.
Previously, Dorann was regional director of retirement services for Prudential Investments, corporate vice president and national director of retirement planning for PaineWebber and senior vice president of marketing for a leading money management firm. She has a B.S. in mathematics from Marquette University and holds the Series 7, 8, 63, 65 and Health and Life financial industry licenses.
Wayne joined Cafaro Greenleaf as partner in 2007. He focuses on business development, strategic partnerships and company growth.
Wayne, an entrepreneur by nature, has enjoyed a widely successful business career, having received both local and national recognition for his achievements. He founded and served as president of his first business for 17 years, and it was named by Inc. magazine as one of the country’s fastest-growing private companies. His various business successes have been the subject of many local and regional newspaper articles. Wayne was recently appointed to the New Jersey Workforce Investment Board, a group of business leaders that influence policy and employment development methods throughout the state.
Steve brings many years of qualified retirement plan experience and has a particular passion for working with plan sponsors to develop and implement strategies that optimize the retirement plan experience for plan participants. His prior positions include Vice President of Benefits for Newport Capital Group, Financial Services Representative for Metlife Resources focusing on non-profit qualified plans, and Retirement Plan/Benefits Consultant for Mid -Atlantic Resource Group. He currently holds his series 7, 63, 65, life and health authorities, and is a candidate for the Chartered Financial Consultant and Chartered Life Underwriter designations. Steve is also active in a number of charitable organizations including the Society for the Prevention of Cruelty to Animals, the Ronald McDonald House, and the National MS Society.
Every Cafaro Greenleaf partner has earned the Accredited Investment Fiduciary (AIF) professional designation. To receive that designation, we each completed a demanding training program, passed a rigorous exam, must regularly conform to a strict ethical code and maintain annual continuing education requirements.
Dorann Cafaro, Jamie Greenleaf and Stephen Dopp are registered with Financial Telesis Inc., a registered broker-dealer and investment advisor.
