David S. Oldham  -  Principal
Mr. Oldham was one of the co-founders and a board member of the National Tax Sheltered Accounts Association (NTSAA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.

John Golliozo – Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership and Sales achievement.  John is a member of the National Tax Sheltered Accounts Association (NTSAA) and has earned the designation of Certified Retirement Specialist.  John is Licensed in Securities, Annuities, Life and Health.  He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.

John has a BA in Communications and a MA in Education.  He is a advocate of  Save the  Sound and is on the board of Governors of Wilson Cove Yacht Club in Rowayton, CT and is working on becoming a Licensed Boat Captain.

John is co-owner of Oldham Resource Group.  Resides in Rowayton, CT with his wife Diane.  John's other interest include Reading, Tennis, Golf and the Arts.

John M. Angiulli, CFP - Financial Consultant
After receiving a Bachelor of Science and a Master of Science from Columbia University, He held various technical and managerial positions at IBM including Program Manager on the ES 9000 system in the late 1980’s.  He has been in the financial services industry since 1993 and holds the Certified Financial Planner (CFP) Practitioner designation, Series 7, Series 63, Life, Health, and Variable Annuity insurance licenses.  He provides full service financial planning including Retirement, Education and Estate Planning and will do a complimentary financial plan for his clients.

Gary M. Apo - Financial Consultant
Graduated CCNY 1965 with a degree in Electrical Engineering.

After a 22 year career with the FDNY he joined Met Life and became a Registered Representative (Series 6 & 63).  During his 17 years in the financial field, he has dealt with Life & Disability insurance, Long Term Care, 403B, 401K,  457 plans,  Mutual Funds, Fixed and Variable Annuities.  He joined Oldham Resource Group in 2000, working with many clients helping them save towards retirement.

Vincent Batyr, CPA - Financial Consultant
Mr. Batyr graduated Pace University June 1985 with Bachelor of Business Administration. He was employed as an accountant for three different Manhattan-based CPA Firms 1985-1990 then, he started his own CPA Firm in 1990. Batyr & Co. has been offering accounting, taxation and financial planning services since 1990

Kevin Benitez - Financial Consultant
Mr. Benitez worked as a stockbroker for a Wall Street firm from 1999 to 2004 then came to work at Oldham Resource Group as a Financial Consultant. Kevin is licensed in Securities, Annuities, and Life Insurance . He is specializing in the 403(b), IRA and qualified investment market place.

 Mr. Benitez has studied Business and finance. He is currently providing Investment advice for the Education and Medical clients at Oldham Resource Group.

Peter Gentile  -  Financial Consultant
Peter Gentile has been a Financial Consultant since the year 2000. Prior to joining Oldham, he worked in the Mt.Vernon, N.Y. school district for thirty-three years as a Middle School principal, assistant principal, guidance counselor, and teacher. He has been a tax specialist with H R Block since the year 2000, and has been investing for himself, family, and friends since 1970.  He is licensed in N.Y. and CT. for Mutual Funds, Annuities, and Life Insurance. 

Arthur J. Griffith, Jr. - Financial Consultant
BS degree in Busines Admin.  Honorable discharge as a Captain from US Army Reserve.  In 1970 he became President of Emeco Steel Corp.  In 1974 he entered the Financial Services Profession, he holds the following licenses: Life and Health, Variable Annuities, and  general securities license.

Since 1995 he has worked primarily with Public School Educators offering 403(b) plans.  He is now spending more time working with retirees and people planning to retire within the next five to ten years.

Tucker M. Scott, III   Ph.D.  -  Financial Consultant - tscott@oldhamresourcegroup.com
 Tucker earned his BS and MS in Economics, and Ph.D. in Business Economics at Lehigh University.  At Lehigh he co-chaired econometric forecasting model projects for  the industry.  Much of his career was with IBM in economic and product forecasting and product management.  Later he directed an online economic information service at a corporate membership organization.  Since joining Oldham Resource Group, Tucker has developed analytical performance modeling to identify top investment companies and optimal client portfolio allocations.