Our team can help you prepare for your financial future and take you step-by-step through the financial planning process.
Certified Financial Planner™ Professional, Chief Operating Officer
“I am the world’s oldest Millennial”, John says jokingly because he enjoys working with young professionals. The Nex|Gen brand is about building the next generation of financial professionals. With his years of industry involvement, he recognizes that client’s financial needs continue to grow, and different generations of consumers require a different approach to financial advice. Having his own kids in this age group sparks his desire to continue teaching the fundamentals of proper planning, combining that with the advances of technology provides him to give his clients the best of both worlds.
Recent Book They've Written
"The Team Game"
iPhone or Android?
John is iPhone
How Long Were You Partners For
20 Years and Counting
John Loves Video Games and Making Homemade Pasta and Pies
MBA, CFP®, CLU®, CDFA®, ChFC® Certified Financial Planner™ Professional, President and General Agent
The birth of NexGen, “what if we had a team of financial professionals dedicated to working with other young professionals seeking financial advice?” Our NexGen team provides that experience. Our financial professionals are young advisors that are seeking a meaningful career in financial services and want to make a difference in people’s lives. I personally experienced the benefits of this career through teaching others financial education and applying it to my personal life. It brings me so much joy to mentor advisors and see them reach levels of success they didn’t think possible.
Bell is Android
Bell Loves Being Outdoors Tending to her Farm Animals
Jatil Kodati offers you a total financial needs analysis through a network of experienced professionals with expertise in:
*Trust services offered through the MassMutual Trust Co., FSB
My Dream Vacation
Driving on the Autobahn
Most Important Thing
His Custom Mustang GT
Favorite Sports Team
Number of Places Traveled
15 States, 12 Countries and Counting.Top 3 Countries: Germany Italy Netherlands
Case Design Consultant
Alexa is a Case Design Consultant, who is here to help our team in any way possible. She is driven by the success of everyone in the firm. With her help, your goals of financial wellness are not far away!
Backpacking through Europe
Financial Services Representative
Amber Rodriguez's life revolves around her family, friends, studies, career, and personal ambitions. She is dedicated, driven, and eager to accomplish all her goals in order to make a change and leave her mark. Amber will always ensure her client’s best interest is in mind. She will do anything in her power to help her clients achieve their financial goals, and if needed extend her help to their life goals. In her spare time, she loves to spend time outdoors, reading, exercising and traveling because just like her many clients, she too is working to build her dream lifestyle.
Amber recently transitioned to being a Pescatarian and now is working on living a Vegan Lifestyle
Biggest Leap of Faith
A Spontaneous 19 Hour Road Trip to Miami with my Friends.
Financial Services Representative
Hi, my name is Michael Rochford. I am 32 years old. I was born and raised in Sayreville, NJ where I still currently live. I graduated from Kean University with a bachelor’s degree in Business Management. I am a huge sports fan with my favorite teams being the Jets, Mets, Knicks, and Rangers. I played baseball and basketball throughout my childhood and into my teenage years. I love to be outside, whether its exercising, being at the beach, or taking my dog for walks. I also enjoy attending sporting events, spending time with my family and going on hikes. I was a waiter at The Cheesecake Factory for 9 years before getting into the Finance Industry. I have always had a strong passion for finance and am very pleased to have the opportunity to work in the industry.
Favorite Disney Movie
Jets, Mets, Knicks and Rangers.
"Show Me Love" by Robin S
If you’re reading this, you’ve come to the right place! Hi, my name is David Grazi and I am an educator on the NexGen Financial Group team. Fresh out of college, I knew that I belonged on a team of financial planners with one goal in mind: change peoples’ lives. With the help of my team and mentors around me, I am able to provide an impact on my clients’ lives that will last a lifetime. I am a sports fanatic, a music wackadoo, and an old soul at heart; in other words, we’ll have a lot to discuss outside of dollars and cents. Call me, and I will show you how a comprehensive understanding of your financial picture is the first step towards reaching your life and financial goals!
Favorite Musical Artist
Tom sees the ability to guide his clients toward financial success as a gift. He commits to providing a top tier experience that puts his clients first. When Tom isn't working, he dedicates his time to family and friends. His beautiful wife and children are the driving force behind his motivation. His hobbies include sports and athletics, reading, and playing the drums.
Red Hot Chili Peppers
Hi, my name is Gabby. I am 23 years old and recently graduated from Loyola University Maryland with a degree in Finance and Information Systems. In my free time, I like to hang out with friends and family and go to the gym. I am excited to pursue this career in the finance industry because I want to be able to help people reach their financial goals and plan for the future.
Favorite Place to Visit
Favorite Place to Visit
We make your own personal financial professional, as well as a team of business and legal experts, available to you virtually - from the comfort of your own home. Just click the button below to schedule a meeting with one of our representatives.