Our Team

MJB Wealth Management Group provides customized, holistic wealth planning services to address our clients' individual needs. Trust, communication and personalized service are the hallmarks of our commitment to always placing our clients' best interests first in all we do.

 

The group focuses on the unique needs of multi-generational families, including the accumulation, protection, and distribution of assets throughout their lifetimes. Investment strategies address a wide range of goals, such as education planning, asset allocation, retirement income and legacy planning.

 

Mark Kaskey, Senior Vice President, Assistant Branch Manager

Mark Kaskey has more than 33 years of financial services experience helping clients pursue their goals.  By developing a personal connection with each client, he gains a clear understanding of their individual circumstances and investment temperament. He then recommends solutions designed to achieve their defined objectives. 

 

Jason Beard, Senior Vice President

Over a 20-year career as a financial advisor, Jason Beard's mission has been to provide each client with thorough and solid wealth advice.  Jason enjoys working closely with his clients to understand their financial challenges and to design investment plans that efficiently work toward expectations and goals. 

Jason holds a B.S. degree from Cabrini College. Away from the office, Jason spends time with his family which includes his wife, Ana, daughters Marisa, Adriana and Cecilia, and son Jaxon.  He roots for Philadelphia sports teams, and enjoys exercising and running. In addition to running in the Philadelphia Marathon, he's a frequent participant in the Philadelphia Blue Cross Broad Street Run helping to raise funds for the American Cancer Society.

 

Robert Cellucci, CFP®, Senior Vice President

Bob Cellucci’s objective since entering the financial services industry in 2000 has been to provide each client with an exceptional level of service.

With a college degree in finance and the CERTIFIED FINANCIAL PLANNERTM  professional certification, Bob lends his financial planning expertise to all MJB Wealth Management clients. He also holds a Masters of Business Administration degree with a concentration in taxation, and has been published in the Journal of Financial Service Professionals.