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 Investment Services, Inc., our firm’s broker/dealer. 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 eighteenth 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 his time with his wife Mary Kate and four-year old son Nolan. 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 Top Producer Award and has been their #1 advisor in the nation for most of the past decade including 9 consecutive years.

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 $500 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 Avantax.

Alli, CFP®, is a Certified Financial Planner™, who joined Oujo Wealth Strategies back in January 2021 as a Wealth Management Associate. 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 graduating from Widener University with a degree in Accounting and a background in collegiate baseball, he co-owned a prominent sports performance business where he trained and coached athletes ranging from professional to amateur levels. This experience taught him the value of personalized strategy and individual potential – principles he now applies to financial planning.

Mike’s passion for coaching and finance led him into financial planning. He successfully completed his Series 7/66 licenses and earned his Certified Financial Planner™ designation. His background working with athletes of all levels – understanding their unique goals, challenges, and aspirations – directly translates to my approach in wealth management.

Currently, Mike’s expanding his expertise by working towards a CPA license, driven by a commitment to continuous learning and professional growth. His diverse background – from athletics to entrepreneurship to financial planning – allows him to bring a unique perspective to helping clients pursue their financial goals.

Outside of work, Mike stays active through running, jiu-jitsu, golf, and fitness training. When he’s not hitting the gym or the trails, you’ll find him hanging out with his beloved dog, Zoey.

Mike’s passionate about helping clients navigate their financial journey with the same personalized strategy he applied to training individuals – tailored, strategic, and focused on individual success.

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.

Amanda graduated from Monmouth University in 2014 and has over 10 years of client services experience. She looks forward to further supporting our clients and ensuring their experience is nothing short of excellent! In her spare time, she enjoys spending time with her husband, son, and dog, cooking, and watching sports teams try to win (Go Yankees, Giants, and Devils!)

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.