ABOUT US
At Atlas Planning Group, we are dedicated to creating personalized strategies that build trust and secure lasting legacies for our clients.
Our team is composed of knowledgeable and compassionate professionals who bring extensive experience to every client relationship. Whether you are an individual, a business owner, or an organizational leader, our expertise enables us to design a unified financial plan that prioritizes objectivity and independence.
We’re here to provide guidance that aligns with your unique goals and supports your long-term success.
OUR TEAM
Meet the talented individuals who drive our success.
CHRISTOPHER PUHER
Managing Partner
Chris is a Private Wealth Advisor with 20 years of Financial Planning and Investment Management experience. His expertise is in financial planning and investment management solutions A 2004 graduate of St Joseph’s University in Philadelphia, PA Haub School of Business with a BS in Finance. Licenses: Series 7, 66 and Life Insurance Licenses. Recognitions include: Global Atlantic Financial Group's 2022 and 2023 Circle of Excellence Chris is married to his lovely wife, Melissa. They have two beautiful children, Christopher and Grace.
MICHAEL AZZATO
Managing Partner
Mike is an Investment Advisor Representative with more than 10 years of experience. He holds the professional designation of Certified Financial Planner™ (CFP®). Licenses: Series 6,7, 63 & 65 Life, Accident & Health State Insurance License: Florida, Illinois, Missouri, North Carolina, New Jersey, New York & Pennsylvania. Property & Casualty Broker's License: New York. Michael is married with 2 children. Born and raised in Staten Island, NY, where he currently resides as well.
BAYLIS JADAMEC
Financial Advisor
Baylis is Certified Financial Planner™ (CFP®) with over 3 years of experience. Baylis holds a Bachelor's degree in Economics and Finance from the University of Southampton. Licenses: Series 7, 66 Life and Health Insurance Licenses. Born and raised in New Jersey, Baylis enjoys golfing on the weekends and spending time with family and friends.
MELISSA NAYLOR
Administrative Assistant
Melissa is a communications professional whose skill set includes Advertising, Brand Management, Product Launch and Customer Relations. A 2018 Bachelor's in Communication graduate of Monmouth University. She has worked at OMD and Horizon with clients like Trulicity, Baqsimi, Burger King and International Animal Rescue. Melissa is a Jersey girl through and through. Residing in NJ with her husband, Richard and their dog Sylvester "Sly" Stallone.