Matthew Siegel, AIF®
Matt is the managing principal of Millstone River Wealth Management and provides comprehensive financial strategies for clients including retirement plans, investment advisory management, and risk management.
He began his financial services career in 1993 after having graduated from Rutgers University. Matt holds FINRA Series 7, 24, and 66 securities registrations and life and health insurance licenses in several states.
Active with March of Dimes, Matt has advocated for the mission and raised funds in many capacities including chairman of the NJ Board of Directors. He works as a volunteer crisis counselor helping people when they need it most. His community and civic roles include long-term service on boards of directors for multiple non-profit organizations. Matt is an amateur photographer and an avid reader.
Matt was raised in Hoboken and currently resides in Millstone with his wife and daughter.
Adam has been a principal with Millstone River Wealth Management since 2009. He serves our clients with a focus on financial planning and analysis.
He graduated magna cum laude from New York University’s Stern School of Business with a dual degree in finance and economics. Adam holds FINRA Series 7, 63, and 65 securities registrations and life and health insurance licenses in several states.
Adam is active with the NY chapter of Beta Gamma Sigma and the NYU Alumni Association. He likes to say that he enjoys good food but he also likes bad food.
He was raised in Manalapan and currently resides in Asbury Park with his wife.
Director of Client Relations
As director of client services, Mary ensures that our firm’s clients are well cared for and oversees the office’s daily operations.
Mary began with our firm in 1994 and holds FINRA Series 7 securities registration.
Outside of work, she is a runner and triathlete and competed her first triathlon at age 60.
Raised in Bellmawr, Mary currently resides in Haddon Heights.
As our administrative director, Rachel supports the firm’s principals while working for our clients. She began with our firm in 2015.
She has a degree in communications from Camden County Community College.
Active with her church, Rachel teaches Sunday School and often leads trips and Bible study classes with her fellow parishioners.
Born in Somerdale, Rachel now resides in Gloucester Township with her husband and daughter.
As administrator, Lisa supports the administrative functions for the firm’s principals.
She has a degree in English from the University of Texas at Austin and pursued further education at George Washington University.
In her spare time, Lisa enjoys golf and hiking with her dog, Rainna.
Lisa was raised in Dallas, Texas, and now resides in Tinton Falls.