Team Tomoro.
MEET THE PEOPLE WHO MAKE IT HAPPEN FOR OUR CLIENTS
David Mozeika
FOUNDER & PARTNER
As Founder and President of Tomoro, David excels at assisting clients in adapting a new philosophy in regards to their finances, strategically engaging portfolios from a macro perspective in order to realize long-term wealth potential. With a Finance/Economics background from Montclair State University, David has over 15 years experience in the financial services industry.
“Simplicity is the ultimate sophistication.” ~ Leonardo DiVinci
Jeremy D. Suarez
CExP™,CEPA®
MANAGING PARTNER
Jeremy has been in the financial advisory business since 2005 after graduating from Fordham University’s School of Business. He joined Tomoro as a managing partner in 2014. During his tenure, Jeremy has consistently excelled as an advisor in both the personal household and business planning arena. As a managing partner, Jeremy also serves as a mentor to all associates and is hands-on in supporting Tomoro’s growth planning. He has completed various curriculums and certifications, such as New York University’s graduate studies in financial planning, is a Certified Exit Planning professional, and Investment Advisor Representative. He and his family reside in Colts Neck, NJ.
NFLPA Registered Player Financial Advisor
Michael Canarick
JD, LLM
DIRECTOR OF ESTATE PLANNING & PARTNER
An estate planning attorney with a Master of Laws in Taxation from NYU, Michael has vast experience in developing strategies that will help create and preserve wealth through generations. As Founder and President of his own estate planning law firm, Michael has close to 15 years of experience in counseling on tax and estate planning matters and reviewing and drafting legal documents for clients.
“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” ~ Abraham Lincoln
Matthew J. Santarsiero
CFP®, AIF®
WEALTH ADVISOR
Matt joins Tomoro as the Director of Retirement Planning. He obtained a B.S. in Finance from the University of Rhode Island. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary® designation. Nearing 10 years in the financial advisory business, Matt has developed his client relationships built on a reputation for being proactive and persistent, with a strong ability to solve problems. As a Wealth Advisor, Matt counsels clients through a holistic wealth management process that optimizes their personal and business dollars in alignment with their unique life goals and objectives.
Andrew Renz
CFA, CAIA
INVESTMENT OPERATIONS DIRECTOR
Andrew is a Charter holder of the CFA Institute, CAIA Association, and FDP Institute with 12+ years of institutional advisory experience. He works directly with the advisory team in all aspects of the investment process, including the portfolio management, asset class selection, due diligence, and financial analysis of companies. He also supports risk management, client & advisor meetings.
David Sutton
CIF
WEALTH ADVISOR AND UNDERWRITING COORDINATOR
David joined Tomoro in 2020 and has 10 years of experience in the financial services arena as his career straight out of Rutgers University. As Director of Advanced Planning, David splits his time working with senior advisors on high level financial planning as well as cultivating relationships within his community. His main focus is helping families in the areas of risk management and wealth accumulation. David also enjoys spending his nights and weekend playing in a weekly bowling league as well as relaxing with family and friends.
Giovanna Butera
WEALTH ADVISOR & CLIENT RELATIONS COORDINATOR
With almost a decade of experience in the fast-paced financial industry, Giovanna has established herself as a leader. Her primary role is to both facilitate and advise clients by strengthening relationships through the thoughtful and meaningful completion of all projects, thus pairing client retention and trust. Her relentless expansion through experience and business acumen has led her to work cohesively with the high-performance team at Tomoro, one of the best organizations in the industry.
Dana Vinci
INVESTMENT COORDINATOR
As Investment Coordinator, Dana works closely with Tomoro’s Executive Team, back office staff and clients to ensure seamless client servicing. With over five years of experience in the financial services industry, Dana’s industry knowledge and case management skills are essential to delivering a quality experience to all clients. Dana is a graduate of the University of Hartford.
“Though no one can go back and make a brand new start, anyone can start from now and make a brand new ending.” ~ Carl Bard
Chasity Boniface
DIRECTOR OF OPERATIONS
Chasity has over 8 years of experience in the Financial Services Industry beginning her career as the Executive Assistant of a Senior Advisor at Penn Mutual. Today, she is the Client Relationship Manager for Jeremy Suarez, assisting clients with the underwriting process and their financial needs. Chasity brings a balance of professionalism and personality when it comes to servicing clients and believes in a team first mentality. Chasity is a graduate of Kean University with a bachelor’s degree in communication studies.
“Teamwork is the secret that makes common people achieve uncommon results.”
~ Ifeanyi Enoch Onuoha
Amy Papa
JD
ESTATE ATTORNEY
Katie Elasmar
COORDINATOR & CLIENT RELATIONSHIP MANAGER
Katie is the main point of contact at Canarick & Canarick. Katie is knowledgeable, compassionate, organized, and hard-working. Whether she is in the office or on the go, she takes it upon herself to connect with each client, so they know that our firm is taking care of their every need.
David Barr
MBA
WEALTH ADVISOR & CLIENT RELATIONS COORDINATOR
David joins Tomoro as a Wealth Advisor and Client Relations Coordinator. With an MBA in Finance from NYU Stern and a rich financial services background, including seven years of Big Four consulting experience, David brings a unique mix of skills to the Tomoro family. His main focus lies in providing expert guidance to clients, implementing strategies for wealth growth & protection. He also acts as the lending coordinator and leads various strategic growth projects, playing a pivotal role in propelling Tomoro to new heights.
Dipen Mehta
AIF®, CIMA®
CHIEF COMPLIANCE OFFICER
Dipen Mehta is an AIF®, CIMA®, Lean Six Sigma Blackbelt, focused leader with 15+ years of experience finding innovative ways to grow people, revenue and scale organizations.. Ability to drive growth and opportunity in Registered Investment Advisor space. I strive to help team members grow, develop and perform as high as possible.
