Qualifications of Managing Partners
Louis T. Barberio, III
James A. Bartow, CFP
Thomas P. Kelly, J.D., CLU, ChFC, CFP
Thomas Olbrich,CLU, ChFC
Theodore R. Rich, CLU
Louis T. Barberio, III
Lou, a Managing Partner in the Linwood office of Financial Options, Incorporated has been a financial services professional since 1989. He serves a broad spectrum of the financial needs of business owners, retirees, professionals and affluent individuals in South Jersey. Lou specializes in the areas of estate, business, investment and retirement planning. Lou is an Investment Advisor Representative and Registered Representative of Hornor, Townsend & Kent.
Lou has received several industry awards including Lifetime qualification to the Million Dollar Round Table as well as qualifying for MDRT's prestigious Court of the Table again in 2007. He has also earned several company awards during his successful career further confirming his commitment to his client's. He has the important combination of knowledge, dedication, and compassion. Lou has a keen desire to ascertain his clients lifetime and testamentary financial objectives. He does this through the long-term relationships he builds with his clients embodied by his "serve first" philosophy.
Currently, Lou is a member of the Atlantic County Association of Insurance and Financial Advisors, the National Association of Insurance and Financial Advisors, and a qualifying life member of the Million Dollar Round Table. In addition, he maintains his Real Estate license and belongs to the Atlantic City and County Board of Realtors as well as the State and National Board of Realtors. Lou represents Financial Options Incorporated as a Member of the Greater Wildwood Hotel & Motel Association, as well as the Greater Wildwood Chamber of Commerce.
In his spare time, Lou is active with various charitable organizations including his teaching services for the CCD classes of St. Bernadette's Church in Northfield, NJ where he is an active member.
Lou earned his Bachelor of Arts degree from William Paterson University.
Lou and his wife Inez have two children and live in Egg Harbor Township, New Jersey.
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James A. Bartow, CFP
Jim has been in the financial services industry since 1991. He is a Managing Partner in the Moorestown, New Jersey and Feasterville, PA offices of Financial Options Incorporated. He also serves the Univest Corporation (UVSP) as a senior advisor for insurance, business, and estate planning. Focusing on comprehensive financial planning, Jim deals with a variety of specialized planning areas including retirement planning, college funding, and investment and portfolio management. In addition to working with clients, he also serves as a member of the faculty for the University of Delaware's Professional & Continuing Studies Department; teaching individuals and other financial professionals in a program designed to fulfill the education requirement for CFP® Certification, as approved by Certified Financial Planner Board of Standards Inc. (CFP Board)..
Jim received his designation as a Certified Financial Planner in 1996 and is an Investment Advisor Representative and Registered Representative of Hornor, Townsend & Kent, Inc. Jim is also active in several industry organizations including the Philadelphia Estate Planning Council and the Financial Planning Association. He has received several industry awards including qualification to the Million Dollar Round Table. He is also a member of the Doylestown Rotary and Doylestown Chapter of LeTip International.
Jim earned his Bachelor of Arts degree in business management from Moravian College.
Jim and his wife, Lori, have three children and reside in Furlong, PA.
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Thomas P. Kelly, J.D., CLU, ChFC, CFP
Tom is Managing Partner of Financial Options Incorporated in its Feasterville, Pennsylvania office. Tom is an Investment Advisor Representative and Registered Representative of Hornor, Townsend & Kent.
An adjunct professor of insurance at Drexel University, instructor for the New Jersey Department of Banking and Insurance, and listed in 'Who's Who in Finance' Tom is frequently a keynote speaker on business, estate, and retirement planning topics. He is a member of the Philadelphia and New Jersey Estate and Financial Planning Councils, the Financial Planning Association, and the Society of Financial Service Professionals. Tom's educational credentials include the Chartered Life Underwriter, Chartered Financial Consultant designations provided by the American College, Bryn Mawr, Pennsylvania, and The Certified Financial Planner license issued by the Certified Financial Planner Board of Standards, Denver, Colorado.
In addition, Tom, has earned a Juris Doctor from Temple Law School, in Philadelphia, Pennsylvania.
Tom resides in Warminster, Pennsylvania, and Stone Harbor, New Jersey, with his wife and two children.
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Thomas Olbrich,CLU, ChFC
Tom is a Managing Partner of Financial Options Incorporated in the Moorestown office. He has over 20 years experience in successfully working with his clients in accomplishing their financial goals. Tom’s focus is assisting his business owner clients in developing pension options, employee benefits, and business succession plans while strengthening the financial, retirement, and estate planning needs of his individual clients. These planning goals are structured by implementing a thoughtfully designed planning process.
Tom has received several industry awards including qualification to the Million Dollar Round Table and the prestigious Court of the Table. He is an Investment Advisor Representative and Registered Representative of Hornor, Townsend & Kent.
Currently, Tom is a member of the Society of Financial Service Professionals and the Financial Educator’s Network. He is a member of the Rowan University Business Alumni Council. Tom also serves as a board member of the Moorestown Soccer Club and on the Executive Boards of the Moorestown Lacrosse Club and South Jersey Soccer League.
Tom earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College of Bryn Mawr, PA. He earned his Bachelor of Science degree in Finance and Marketing from Glassboro State College (now Rowan University).
Tom and his wife, Lauren, have two children and live in Moorestown, New Jersey.
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Theodore R. Rich, CLU
Ted is a Managing Partner in the Linwood, NJ office of Financial Options Incorporated. An Atlantic County native, Ted has been a financial services professional for the past 25 years specializing in providing protection products for individuals and businesses since 1983. Ted is a Registered Representative of Hornor, Townsend & Kent.
A graduate of Atlantic City High School, he received a Bachelor of Science from the University of Delaware and he earned his Chartered Life Underwriter (CLU) designation from the American College of Bryn Mawr, PA.
Ted is a Qualifying & Life Member of the Million Dollar Round Table (MDRT). He has also qualified multiple times for the MDRT prestigious Court of the Table (COT). MDRT carries a unique element of prestige because members of the Million Dollar Round Table represent less than 1 percent of all life insurance and financial service professionals worldwide. A member must meet stringent qualifications annually for production, professionalism and ethical conduct and have a reputation for offering their clients superior expertise, service and integrity. MDRT members are united by a passion to provide financial solutions that protect families, individuals and business owners from risk, as well as improve the lives of others in their communities through charitable works.
Ted, is a member of other industry organizations including the National Association of Insurance and Financial Advisors, Tri-County Association of Insurance and Financial Advisors, Society of Financial Service Professionals, and a Charter Member of PACE, Professional Achievement in Continuing Education of The American College.
He has served as an instructor at the Atlantic Cape Community College, teaching several courses including Successful Money Management and is currently teaching Retirement Planning Today at ACCC. He has also taught various programs for the Life Underwriters Training Council which is designed to help new professionals in the financial services industry.
Ted, is a Life Member and the Immediate Past Chairman of the Board of the Seashore Gardens Living Center of Galloway Township, a Non-Profit Home for the Aged. He also serves as a Trustee on the Seashore Garden's Foundation Board. At the recent Seashore Gardens Foundation Gala, Ted was honored by being named the recipient of the “2008 Martin H. Klein Executive Leadership Award” for his service to Seashore Gardens and the community.
Ted is currently a Vice President of the Congregation Beth Israel Board of Trustees. Ted and his wife have been recipients of the 2000 Stomachin Young Leadership Award given by the Jewish Federation of Atlantic & Cape May Counties, validating his community commitment. In addition, Ted previously served on the Linwood Public School Superintendent's Advisory Council. He has also served as a member of the Board of Atlantic County Crime Stoppers Foundation for almost ten years. In his spare time, Ted has been active in his community including assisting in the coaching of various team sports.
Ted and his wife Janet have two children and reside in Linwood, New Jersey.
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