Broker Check

Our Team

The team at Franklin Planning has been working to help people meet their financial goals since 1970. We are here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement. 

Natalie Meglino

Vice President of Client Services

With 22 years of experience in the industry, Natalie joined Franklin Planning in 2000. She manages the firm’s day-to-day office operations and maintains strong relationships with our clients. Natalie maintains a NJ Life Insurance...

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Jennifer Alberici

Director of Office Operations

Jennifer brings fun and laughter to the office. She makes our clients feel like family. Before joining the Franklin Planning family in 2013, Jennifer’s previous experience in the financial industry was with MetLife and MassMutual...

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Karen Dzierzynski

Director of Marketing and Federal Employee Education

Karen joined our team in May of 2015 and enjoys her role as Director of Federal Employee Education. She has adapted well to her new role and enjoys interacting with clients and co- workers. She is liaison to all our federal agency...

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Lauren Vega


Lauren joined Franklin Planning in 2015. In her current position as a paraplanner, Lauren works with Carol Schmidlin to provide our clients with efficiency in the financial planning experience. Lauren administers financial planning...

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Mr. Cheese

Franklin Planning Team Mascot