Meet The Family Wealth Management Team
Martin V. Higgins, CFP, CLU, AEP
Martin V. Higgins is founder of Family Wealth Management LLC, a fee-based financial planning and wealth management firm. He specializes in providing tax-efficient strategies for preserving and growing family wealth.
Marty is a Certified Financial Planner (CFP)™ practitioner and past President of both the South Jersey Chapter of the Society of Financial Service Professionals (SFSP) and the Estate and Financial Planning Council of Southern New Jersey (EFPCSJ). He is a member of the FPA (Financial Planning Association), a Chartered Life Underwriter (CLU) and an Accredited Estate Planner (AEP). Marty is a Paladin Registry Five Star Advisor and was inducted into Research Magazine’s Advisor Hall of Fame, recognizing excellence in the profession. We also partner with Clark Capital Management Group, Brinker Capital, Morningstar, Transamerica, Pacificlife, John Hancock to name a few.
Marty is co-author of the book, Dream, Inc., which features 32 Philadelphia area entrepreneurs and how they built successful companies from scratch. He has also contributed to Dan Kennedy’s book The Ultimate Success Secret. He has been a featured speaker throughout the country and overseas for many industries and company training programs. Marty also regularly contributes to various industry magazines and local newspapers.
Marty has lived in the South Jersey region all his life. He, his wife Terri, and their three children share the love of travel, local culture, and sports activities, including golf, baseball, lacrosse and hockey.
Cindy Levicoff
Relationship Manager
Cindy oversees the client relations and new business areas. With a background in banking, cash and service management, she uses her areas of expertise to coordinate our clients' needs as they relate to our business partners. She also is licensed in Life & Health in the state of New Jersey. In addition, Cindy is also a “sports mom” to two active and talented boys ages 12 & 17. She also enjoys a strong and unconditional bond with her large extended family.
Matthew Crane
Registered Representative
Matt Crane graduated from Saint Joseph’s University with a Bachelor’s Degree in Finance.
He is registered to do Life and Health Insurance in New Jersey and Pennsylvania and has his Series 6 certification. He currently lives in Marlton, NJ.
Laura Higgins
Registered Representative
Laura Higgins graduated from Pennsylvania State University with a Bachelor’s Degree in Communications, as well as, a Minor in Sociology. She is licensed for Life and Health Insurance in New Jersey, Pennsylvania, Delaware, and Maryland. Laura is currently pursuing her Series 6 and Series 63 certifications for mutual funds, variable annuities and managed accounts.
Laura is also a former Division One Lacrosse player from Penn State. She enjoys physical fitness, traveling, Philadelphia sports teams, and fine wines. Laura currently resides in Gibbsboro, NJ.
Kimberley Goode
Paraplanner
Kimberley joined Family Wealth Management as our Paraplanner September 2008 after 9 years of Account Management of Benefit Plans as well as Human Resource Management.
She is licensed in Life & Health in the state of New Jersey and brings a well rounded background in all aspects of Family Planning and Corporate Benefits. She resides in Marlton with her husband Darren and son Alex.
Maryanne Haney
New Business Coordinator
Maryanne joined Family Wealth Management as our New Business Coordinator September 2008. She has a Health Insurance background, and worked for Preferred Health Network, a National PPO as a Senior Account Manager servicing the Northeastern region, prior to starting her family. She resides in Marlton, NJ with her husband Jim and three daughters, Anna, Megan and Bridget.
>> Learn about our team's holistic approach to Family Wealth Management