Our Team

“Jason is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner™ (CFP®), and has a Master of Accountancy in Taxation. He is a Series 7 General Securities Representative, Series 6 Investment Company Products/Variable Contracts Representative, and a Series 63 Uniform Securities Agent. Jason is a Registered Representative of Avantax by Cetera. He is also a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Jason joined our team as a summer intern at the age of fifteen. He became a full-time member of our staff in 2011 and is now in his twentieth year with the firm. Jason went to Brick Memorial High School, where he excelled in the classroom and on the baseball diamond. At the same time, Jason was accepted into the NJ Stars Program, which selected the top academic students in his class to attend junior college and also a state college for free. Jason attended Stockton University, where he graduated with a Bachelor’s Degree in Accounting. While attending Stockton, Jason was a winner of the New Jersey Society of CPAs Scholarship Fund for the Atlantic/Cape May Chapter. He also continued playing baseball and was the starting second baseman on the college’s team. After graduating from Stockton, Jason went on to complete his Master of Accountancy in Taxation degree from Rutgers Newark University.

When not working, Jason spends time with his wife Mary Kate and his sons Nolan and Gavin. He also enjoys playing golf and rooting for his two favorite teams: The New York Yankees and New York Giants.”

Anthony has been a member of our firm since 2014. He worked at an accounting firm for a year and couldn’t come to terms with how little he felt he was actually helping people. When he found an industry where he could help people with wealth management and tax issues under one roof, a lightbulb went off in his head. He quickly realized how many people he could help by taking these complex issues and turning them into a language most people could understand. Since then, he’s been a continuous student mastering every aspect of his craft.

Anthony’s education and credentials:

• Bachelor of Science with a Concentration in Accounting – Monmouth University
• Masters in Taxation – Rutgers University
• Certified Financial Planner (CFP®)Certified Public Accountant (CPA)
• Personal Financial Specialist (PFS)
• Series 7 – General Securities Representative
• Series 66 – NASAA – Uniform Combined State Law Exam
• Life & Health Insurance Producer
• Member of AICPA and NJSCPA

Anthony is very passionate about helping our clients pursue their financial goals and objectives in life.  It brings him joy and gratification on a daily basis.  He loves coming to work each day to do this and helping our team members grow so they can better serve our clients.

He is best at helping the following (but not just limited to this list):

• High Income Earners
• High Net Worth Families & Individuals
• Executives
• Small Business Owners
• Active Seniors
• Widows

Take a look at our “Case Studies” page to get a better idea of who we help best.

Anthony’s a husband and father of two (hoping for many more!) and thoroughly enjoys spending time with his family and friends on the Jersey Shore. He’s an avid reader and continuous student, and loves economic/financial/presidential history. He thinks that information is so important to what we do. He considers himself a leader within the firm and spends a lot of time reading motivational/leadership/management books. He loves developing/leading team members and clients and takes a lot of pride in seeing our team grow.

Jack D. Oujo has been involved in the financial, insurance and accounting industries since 1981. A Certified Public Accountant, Certified Financial Planner, Personal Financial Specialist and Certified Senior Advisor, Jack currently conducts his practice in Wall, New Jersey and Fort Lauderdale, Florida. For 25 consecutive years, he has earned the Avantax (now Cetera) top producer award Top Producer Award and has been their #1 advisor in the nation for most of the past decade including 9 consecutive years. Recently, Jack authored "Too Smart to be an Umpire".  The book can be found at www.toosmarttobeanumpire.com 

He has been named to the Financial Times FT400 list as one of the top 400 advisors in the nation. In the Asbury Park Press Reader’s Choice Contest, Jack Oujo CPA, Inc. earned the “Best of the Best” award for Accountant/Accounting Firm. NJ Monthly Magazine has named him a 5 Star Wealth Manager for the last decade. Accounting Today Magazine has named him as a “Top Wealth Magnet” with Assets Under Management of over $800 million.

Jack attended Old Bridge High School and was inducted into their Wall of Fame in 2013. He graduated from Middlesex County College with an associate degree in accounting, Seton Hall University with a bachelor’s degree in accounting, and he went on to earn a master’s degree in Taxation from Fairleigh Dickinson University.

His areas of business focus are in retirement, estate, investment and tax planning for his clientele of business owners, MLB umpires, physicians, executives and retirees. Prior to his financial services affiliation, Jack had a successful career as a professional baseball umpire reaching the Class AAA level. He won the Joe Ryan Award as the highest-rated umpiring prospect in the minor leagues in 1985.

As part of his community service activities, Jack has run a FREE youth umpire clinic every February for the last twenty years and has been treasurer of the Spring Lake Chamber of Commerce. As a coach and board member of the Brick American Little League, he helped lead the 14-year-old All Stars to the only State Championship in the 45-year history of the league in 2005. He also coached the state runner-up team in 2010 with a different group of players. Jack was president of the NJ/NY Chapter of the College Baseball Umpires Association (CBUA). He was the freshman baseball coach at St. Rose High School in Belmar, NJ for several years and has made significant donations to that program. Jack is a member of the American Institute of Certified Public Accountants, NJ Society of Certified Public Accountants, and the Institute of Certified Financial Planners. In his leisure time, Jack has gained an addiction to golf after retiring from baseball. He played in the United States over 30 Baseball League and Men’s Senior Baseball League (MSBL) for 19 years, winning many division titles and playing in multiple all-star games.

Jack has been married to his wife Eileen since 1986, and they have three children. His daughter, Kaitlin, was named the United States Department of Energy’s Attaché at the U.S. Embassy in Beijing, China. She has an undergraduate degree from The George Washington University and a graduate degree from Columbia University (School of International and Public Affairs). Her husband, Niels Lesniewski, is a White House correspondent for Roll Call.

His son, Christopher, attended Embry-Riddle University and at one time was the youngest commercial airline pilot in the country when he was hired by American Eagle at the age of 21. He is currently a Captain with Alaska Airlines working out of Los Angeles, CA. His wife, Siena, is a consultant for Apollo Investment Management in Los Angeles.

Jack’s son, Matthew, earned his bachelor’s degree in finance from Florida Atlantic University in Boca Raton, Florida. He was a catcher on their nationally ranked baseball team after winning all-division honors while attending St. Rose High School in Belmar, New Jersey. He is a member of the Phi Delta Theta fraternity. He currently is a Sales Representative for Ace Endico Corporation, a specialty food distributor.

*Investment and financial planning services are offered by Jack Oujo through his affiliation with Cetera.

Alli, CFP®, is a Certified Financial Planner™, who joined Oujo Wealth Strategies back in January 2021 as a Wealth Management Assistant. Since then, she’s developed a passion for helping people pursue their financial goals and objectives. She has a Bachelor of Science in Business Administration with a concentration in Finance from Monmouth University, and also holds her Series 7 (General Securities Representative) and Series 66 (NASAA-Uniform Combined State Law Exam) licenses, along with being a licensed Life and Health insurance producer.

Originally a Florida native, Alli’s come to appreciate the amazing bagels, pizza, and food New Jersey has to offer! That said, one of her favorite activities outside of work is hanging out at the Jersey Shore and enjoying boardwalk food. She also enjoys baking and concocting new baking experiments for friends and family to try.

“Mike’s professional journey has been anything but traditional. After earning his Accounting degree from Widener University and competing as a collegiate baseball player, he co-owned a successful sports performance business, coaching athletes from youth to professional levels. That experience taught him the importance of personalized strategy, consistency, and unlocking individual potential, principles he now brings to financial planning and wealth management.

As both a Certified Public Accountant and a Certified Financial Planner™, Mike integrates deep tax planning expertise with comprehensive wealth management and retirement strategy to help clients make confident, well-informed financial decisions. His background in athletics, entrepreneurship, and finance gives him a unique perspective on helping clients align their money with their goals and values.

When he’s not working with clients, Mike enjoys jiu-jitsu, lifting, and running, as well as spending time with family, friends, and his dog, Zoey. He brings the same focus and curiosity he applies in life to every client relationship, helping each one build a plan that’s tailored, strategic, and designed for lasting financial success.”

Raymond (Ray) Gardner brings a unique and disciplined approach to financial planning, shaped by more than two decades of service, leadership, and analytical precision. A retired law enforcement Lieutenant with twenty-six years of experience, Ray provided leadership while working in a variety of specialized units throughout his career. His ability to assess risk, navigate complex investigations, and maintain the highest standards of integrity now guides his approach to helping clients make confident financial decisions.

Before his law enforcement career, Ray began in public accounting and earned his CPA license—an accomplishment he always planned to return to. Now in his second professional chapter, Ray combines the analytical mindset of a CPA with the steady leadership and real-world insight developed over years in high-pressure environments. His goal: to help clients navigate financial decisions with clarity, strategy, and confidence. He holds an MBA, and he successfully completed the Securities Industry Essentials (SIE) exam and the Series 7 exam.

Ray and his wife have created the family they always dream of, raising five children and now enjoying the joy of two grandchildren. Life has brought Ray its share of challenges too. Having experienced divorce and the loss of loved ones far too soon, he understands that life doesn't always go according to plan. His personal journey has given him deep empathy and perspective. He knows that setbacks happen—but with resilience, planning, and the right support, people can move forward with strength and clarity.  These life experiences, along with his professional accomplishments, give Ray a unique, personalized perspective when assisting clients.

Outside of work, Ray and his wife enjoy running, taking in all the Jersey Shore has to offer, experimenting with new recipes, and supporting local live music. A passionate sports fan, Ray looks forward to college football season every fall, cheering on Clemson, Penn State, and James Madison University. He also serves as a high school football and soccer official to keep active and engaged in the community.

Marianne has been with the firm for over five years as our Tax and Accounting Service specialist. She received her bachelor of science in accounting from Georgian Court College and is a Certified Public Accountant (CPA). She is also a Series 7 General Securities Representative. She has had a successful career working in the field of public accounting and tax for over twenty-five years. She is a member of the New Jersey Society of CPAs and the American Institute of Certified Public Accountants. When not working, she enjoys reading and spending time with her children and grandchildren.

Dan is a Certified Public Accountant (CPA) with three years of experience in tax and auditing at a public accounting firm. He is a proud member of both the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Dan joined our team as a Tax Associate in June 2024, bringing his expertise and dedication to our tax department. He holds a B.S. in Accounting from Rutgers Newark University.

Outside of work, Dan enjoys spending quality time with his wife, Moira, and their three children, Colin, Rory, and Maeve. He is also an avid sports fan and enjoys playing golf in his free time.

Rosemary joined the staff in the fall of 2003. She has a bachelor of science in business administration from Iona College. Rosemary is our bookkeeper and also a tax preparer. She is a Certified bookkeeper as recognized by the American Institute of Professional Bookkeepers (AIFB). Rosemary and her husband, John, reside in Wall Township where they are active members of the community.

Eileen holds a bachelor’s degree in criminal justice from Seton Hall University. After working for the New Jersey Attorney General’s Office for 10 years, Eileen joined the firm on a part-time basis. Over the past 20 years, she has held many positions, including Client Services Coordinator and Estate Administration Specialist. Currently, Eileen works primarily in our Accounting Department preparing personal income tax returns. She is also available for special projects in the Wealth Management Department. Eileen enjoys traveling and spending time with her family. She is Jack’s most trusted advisor.

Casey grew up locally in Marlboro, New Jersey and received his bachelor’s degree in finance from Rutgers University on the New Brunswick campus. He has expressed the desire to pursue his Series 66 and 7 securities licenses in the future to be able to better assist our clients with their fiduciary needs. Casey played ice hockey since he was 6 years old however, since graduating college, he does not play regularly anymore. In his free time now, he enjoys playing in a men’s roller hockey league and hitting the golf course whenever he can. He is also an avid Pittsburgh Penguins fan, which may come as a surprise given the area we live in. Casey also loves attending the Rutgers Scarlet Knights football home games since his sister is currently attending Rutgers.

Paola is a Client Services Associate here at our firm. She brings over a decade of experience in client-focused roles, having spent six years in retail followed by four years in healthcare after earning her degree in Medical Laboratory Technology. Her career is rooted in a passion for helping others, which makes her a strong supporter for clients in all their needs.

When she’s not helping clients, Paola loves to dive into a good book. She treasures time with her husband, Nick, and their young daughter, Layla. A proud Minnesota Vikings fan, Paola is patiently waiting for the day they clinch a Super Bowl victory.