About Us

Frank Congilose is a successful entrepreneur, author, and CEO of C&A Financial Group. He entered the financial services industry in 1981 right out of college. He initially began his career with an independent financial services firm. His ability to lead and coach others was identified early on in his career. Frank began mentoring and teaching advisors the business in 1982. In 1983, he established Congilose & Associates as an independent agency, known today as C&A Financial Group in Wall, NJ. Frank has also worked in conjunction with The Guardian as a General Agent since 1991.

As a result of his success in developing advisors, he is often identified as a cutting edge mentor and innovator. Through his mentorship and innovation, his agency has achieved high levels of advisor productivity and retention. C&A Financial Group is comprised of over 30 planners, plus support staff, servicing over 10,000 clients throughout the country.

As an industry leader, Frank often speaks and writes on building and protecting wealth responsibly. Frank has had articles published by Forbes and has authored four books "Discovering Responsible Wealth," "An Entrepreneurs Guide to Responsible Wealth," “Coerced to Coached,” and “Last Check.” Frank pioneered the ''The Institute of Responsible Wealth," a resource center dedicated to helping people achieve the life they want.  Because of his coaching, writing and speaking skills, he assists his advisors in marketing, prospecting and creating a unique value proposition. Frank has been recognized by the GAMA Foundation as a "Leadership Hero."

Frank is a native to the Jersey Shore where he and his wife Diane have raised their three children, Frank, Jamie and Kate and enjoy spending time with their grandchildren.

Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. CA Insurance License Number - 0M07287.

Dave Suckey's path to becoming a financial advisor was anything but conventional. Initially pursuing a career in law, Dave attended college on a dual-sport scholarship for soccer and baseball, while earning his degree in Business Administration. His dream job was to become a sports agent, inspired by the film Jerry Maguire and the idea of representing athletes. However, internships in the sports industry revealed the challenging and unstable nature of that career path.

Upon graduation, Dave took a semester off before starting law school, working on a class action lawsuit for Prudential. This experience sparked his interest in the financial markets leading to a pivot in his career. Dave decided to explore opportunities in finance, which resulted in an interview and subsequent offer from Prudential.

Just before starting at Prudential, Dave was introduced by friends and family to Frank Congilose. After meeting with Frank, he preferred the client-centric approach to financial advising and focusing on building relationships. This meeting profoundly influenced Dave's career trajectory.

Dave's initial years in the financial sector were marked by rapid success, followed by challenges. Transitioning from a sales-focused mindset to a value-creation approach, Dave began to excel by coaching clients with their financial planning. This shift led him to achieve Leaders Club status within his second year.

Dave has been recognized for his holistic approach to financial planning that came as a result of a passion for helping families and individuals achieve financial confidence. He emphasizes cash flow management and comprehensive financial strategies over asset accumulation. His dedication and unique perspective have earned him a place on the President’s Council, representing the top professionals in his field. His why is “helping families and helping people feel confident and certain around finances and the path they are on.”

Beyond his professional achievements, Dave is deeply committed to his community. He has coached youth sports teams in baseball, basketball, and soccer in Wall, New Jersey, drawing parallels between coaching in sports and finance. He has been on the board for the Fellowship of Christian Athletes as an active member for over 20 years. In addition to his financial advisory career, Dave is a franchisee owner with Jersey Mike's.

Dave enjoys spending quality time with his wife, Toni, and their three children at the beach and playing golf. Their home, known for its welcoming atmosphere with a backyard bar and cabana, is a hub for family gatherings and entertainment.

Emily Zeigler, Certified Financial Planner®, is C&A Financial Group’s Director of Advanced Planning. She’s an expert problem solver for business owners and families, optimizing their wealth accumulation, distribution, and legacy strategies. Emily and her team bring a first class, family office experience to the community.

Emily received her bachelor’s in business from James Madison University and CFP® from NYU. She started her career working in Latin America in the field of microfinance. She then spent time managing her family’s business and its ultimate sale, before she found her home and passion for planning at C&A.  

While Emily takes great pride in her work, her greatest gifts are at home. Her and her husband, Kevin, are parents to Zoey (3) and Austin (1). Together, they enjoy living at the beach, vacationing to the mountains, and savoring the moments of raising a young family.  

Emily was recently inducted into the Hall of Fame for the Academy of Finance at Manasquan High School where she gave out the students' honor cords for graduation and delivered an inspiring induction speech to all students in attendance.

Barry Nash is a long-time professional in the finance industry and an experienced financial advisor and Retirement Income Certified Professional (RICP). He started his career trading stocks for Lehman Brothers and First NY Securities. He then transitioned to financial planning for C&A Financial Group because of the unique philosophy of holistic planning.

Barry’s vision and enthusiasm as an advisor is to help everyone improve their financial well-being and the best way to achieve that is through holistic planning and his first-hand experience. In his 40-year career, he has faced a wide variety of market situations and challenges, which is now a testament to the knowledge and value he extends to his clients.

The best value a Financial Advisor can offer their clients is first-hand experience. He learned the magnitude of early planning after experiencing the tragic loss of his wife at the age of 49. He had planned accordingly, not knowing that his life would change very quickly; his planning paid off. It gave him the peace of mind in knowing that he and his children were taken care of when the unexpected occurred. Living through a challenging time compelled him to fully understand the impact and reality of the planning he does, especially after living it first-hand. “Anything can happen to anyone at any time. To make sure your family and your business remain intact is a reality that must be planned for as early as possible.”

Dedication to his clients and consistent achievements earned him the Leaders Club Award.

Barry is a graduate of the University of Delaware and currently resides in Wall, NJ. When he is not working, he enjoys walking on the boardwalk and going to the theatre. He enjoys watching sports and is a NY Mets and NY Giants fan. He is also a black belt in karate. Barry is passionate about the SAVE Rescue Shelter for animals and advocating for suicide prevention. He has two adult-aged children, 2 dogs and enjoys visiting Florida on a regular basis.