The Egan Group is a multi-disciplinary team of financial professionals specializing in wealth management, investment strategies and client service.
Meet The Egan Group
John founded J.M. Egan Wealth Advisors, LLC, more than 25 years ago to provide comprehensive financial and wealth planning for strategies for clients. The practice, which proudly serves more than 250 families in 15 states, was acquired by HighTower in 2016.
John earned his Bachelor of the Arts degree in Business Administration from Saint Michael’s College. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, as well as various security licenses and a life/health insurance license. John is a Registered Investment Advisor Representative and a member of many professional organizations, including the Financial Planning Association and Society of Financial Service Professionals.
A New Jersey native, John is active in the local community. Currently, John serves on the Board of Trustees of the Hartley Dodge Foundation in Madison, NJ. He is past President and board member of the Madison Chamber of Commerce, as well as a former member of both the Downtown Development Commission and the Madison Historic Preservation Commission. John served for nine years on the Morristown-Beard School Board of Trustees, and he is a former member of the Business Advisory Board of Hilltop Community Bank of Summit, New Jersey. John remains involved in numerous charitable organizations.
John lives in Madison, New Jersey with his wife, Susan. In his spare time, he enjoys spending time with his family, tennis, boating, skiing, relaxing at the Jersey Shore and renovating his historic home.
Patrick J. McCahill, Jr. is a Senior Wealth Advisor for The Egan Group at HighTower. He is responsible for managing client relationships, delivering a broad range of client services, implementing updates to client investment portfolios, and assisting in the development of personalized, goal-based wealth management strategies for individuals, families, business owners and corporations.
Prior to joining The Egan Group in 2016, Patrick served as a Research Analyst and Relationship Manager for Gouldin & McCarthy, LLC, where he focused on 401(k) retirement plan consulting and investment research. He holds the Series 7 & 65 licenses and is currently pursuing his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation at NYU.
Patrick earned his Bachelor of Science degree in Finance from Fairfield University’s Charles F. Dolan School of Business. While attending Fairfield University, he was instrumental in founding the Men’s Club Lacrosse team and a chapter of the John Taylor Babbitt Heart Club.
Patrick lives in New York City with his wife, Kaley, and daughter, Grace. In his spare time, he enjoys spending time with friends and family, following his favorite sports teams, and traveling.
Heidi Muccifori is an Associate Wealth Advisor for The Egan Group at Hightower. She has twenty years of experience in the industry with specialties in client relationships and account management.
Heidi provides personalized wealth management solutions for individuals, families, business owners and foundations. She is also responsible for designing, implementing and monitoring customized financial, tax, estate and investment solutions all while providing fiduciary financial advice.
Prior to joining The Egan Group, Heidi worked at Macquarie Capital (USA) as an Associate Director in Institutional Equity Sales. She also worked in Institutional Equity Sales at Bank of America and Credit Suisse First Boston. Heidi holds her Series 7, Series 63 and is currently prepping for her Series 66.
Heidi earned her Bachelor of Arts degree in Economics at Trinity College in Connecticut. She also received her MBA at the University of North Carolina at Chapel Hill. Heidi is married with two young children and is a huge New England Patriots fan.
Sarah is responsible for client service requests, new accounts and client onboarding, tax prep and consolidated portfolio performance reporting. She is also The Egan Group’s go-to team member for the client portal.
At Salisbury University, Sarah was on the lacrosse team and was a 2014 National Champion. Her interests include traveling and spending time with family and friends.
Jennifer’s key responsibilities include account opening, transferring funds, processing distributions, deposits and any other account maintenance items. She is also in charge of new accounts and client onboarding.
Prior to HighTower, Jennifer served as an Administrative Assistant for J.M. Egan Wealth Advisors, LLC, later shifting her focus to operations and client service.
In her spare time, Jennifer enjoys spending time with her family, especially her grandchildren. Her interests include vacationing in the Outer Banks of North Carolina, cooking, reading medical thrillers and visiting Atlantic City with friends.
Kelsey is responsible for marketing and public relations, social media management, client events and communications, website and blog management, and overall business development.
Prior to joining The Egan Group, Kelsey worked both in Interior Design as an Assistant Designer and as a Stylist at Trunk Club. This is where she found her interest for managing a book of business and using marketing and strategic communications to reach more clients.
Kelsey earned her Bachelor of Arts degree in Communications at Elon University. She graduated with honors and her senior capstone thesis on the production design of The Great Gatsby was published in The Elon Journal of Undergraduate Research in Communications.