Our Team
James Luongo, CLU, ChFC
Founder and CEO - Wealth Advisor
James has been in the financial service industry since 1989. He utilizes his extensive experience in research and analysis to form comprehensive, personalized wealth management strategies to help his clients pursue their long-term...
Gail Luongo
Office Manager
Gail joined Luongo Wealth Management in April 2012. She has a Bachelor of Science in Business Administration from Monmouth University.
A. Barbara Owens
Administrative Assistant
Barbara joined Luongo Wealth Management in August of 2018. She has an MBA from Seton Hall University and previously worked at AT&T as a Manager of Technical Business Operations. Barbara spends her spare time as a Permanent Trustee and...
Kai Freeman
Client Services Associate
Kai joined Luongo Wealth Management in October 2025 after graduating from the University of Maryland in 2024. He brings a strong interest in emerging technologies such as artificial intelligence and geopolitics, which he applies to...
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