Meet the professionals who can help you pursue your goals

We guide individuals and families toward their ideal retirements.

Core Firm Overview

Who We Are

Dworetsky Financial is a Registered Investment Advisor (RIA) operating under a strict fiduciary standard. As an independent firm, our sole commitment is to act in the best interests of our clients, free from conflicts of interest.

Our Mission

To help successful families safeguard, grow, and strategically transfer their wealth — ensuring long-term financial security and a lasting legacy for future generations.

Our Difference

We provide coordinated, holistic financial oversight that mirrors the sophistication of a traditional family office. Our in-house team includes experienced attorneys and CPAs who work together seamlessly with our advisors, ensuring that investment, tax, and estate planning strategies are fully integrated and executed under one roof. This approach eliminates the gaps that can occur when professionals operate in isolation, giving our clients a unified and proactive financial strategy.

Experienced, Dedicated, Focused

Our team of licensed financial professionals dedicates countless hours to expanding their knowledge and expertise, ensuring they provide you with the best retirement solutions. Here are some of the licenses and certifications our advisors hold:

• Series 6, 7, 65 and 66 Licenses

• Certified Public Accountant (CPA)

• Health and Life Insurance Licensure

• LLM in Taxation

 

Possessing these qualifications allows us to take a solution-focused approach tailored to each client’s unique needs while also setting a standard they can rely on.

Founders

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Matthew Dworetsky

CEO & Retirement Planning Specialist

For more than a decade, Matt Dworetsky has devoted his professional life to helping individuals and families shape the retirement they’ve always envisioned. He understands that true financial security is about more than numbers on a statement — it’s about having the freedom, peace of mind, and confidence to live life on your own terms. Matt works closely with each client to uncover their goals, address their concerns, and develop strategies that protect and grow their wealth while avoiding the common pitfalls that can derail even the best-laid plans.

Whether guiding someone already enjoying retirement, assisting those approaching it with important decisions ahead, helping federal employees navigate complex benefits, or supporting small-business owners seeking a coordinated approach, Matt provides guidance that is clear, actionable, and deeply personalized. His approach is rooted in listening first, planning thoughtfully, and always acting in the client’s best interest. What Matt enjoys most is witnessing the transformation that comes when a client moves from uncertainty to clarity — when they realize their financial future is secure and their vision for the years ahead is attainable. He believes in building relationships that last for decades, built on transparency, trust, and a shared commitment to success.

Outside the office, Matt is happily married to his wife, Lin. Together, they are raising their children in Monroe, where they are active in the community and passionate about giving back. Matt and Lin have shaped Dworetsky Financial to be far more than just an advisory firm — it is a place where every client feels genuinely welcomed, every conversation matters, and every dream is treated with the same care as their own.

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Rob Jacobs

Managing Partner & Retirement Planning Specialist

Rob Jacobs, Founder of Dworetsky Financial and Galway Securities, brings decades of experience in the financial services industry, helping clients preserve wealth, minimize taxes, and create income strategies designed to last a lifetime. Known for his steady guidance and personal approach, Rob blends deep market knowledge with a genuine understanding of each client’s goals, ensuring strategies that are both practical and enduring.

Born on Staten Island, Rob graduated from Monsignor Farrell High School and attended the College of Staten Island. In 1983, he and his family relocated to New Jersey, where they have built their lives and lasting friendships.

Rob began his career on Wall Street in 1969, where his drive and determination led him to become a founding partner of Galway Securities. Following the events of September 11, 2001, he chose to transition to the insurance industry — carrying forward a wealth of market expertise and a profound respect for the importance of protecting what matters most. His decades of experience have given him a clear perspective: financial strategies are not just about numbers, they’re about securing the future for families and businesses.

A veteran of the New York Army National Guard, Rob was honorably discharged as a noncommissioned officer. His service instilled in him the values of discipline, loyalty, and commitment — principles that guide his work to this day. He is also a proud supporter of the Wounded Warrior Project in honor of his son, Rob JR., a disabled combat veteran.

Rob and his wife, Karen, have been married for over 50 years. They take great pride in their three children, 15 grandchildren and two great-grandchildren. For Rob, family is at the heart of everything — a constant reminder that the real purpose of financial planning is to protect, nurture, and pass on the values and security that matter most.

Rob Jacobs is an Investment Advisory Representative of and provides advisory services through CoreCap Advisors, LLC. Dworestsky Financial and CoreCap Advisors are separate and unaffiliated entities.

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Legal Team

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Patrick Shin, Esq.

Estate & Tax Planning Specialist

Patrick specializes in tax planning and trust and estate administration for individuals and businesses. He especially enjoys counseling high net worth individuals with entrepreneurial businesses in the use of tax-saving vehicles and other financial tools.

Patrick frequently lectures on tax developments and tax-savvy strategies. His previous speaking engagements include the Chinese American Society of Anesthesiology, Korean-American Medical Association, parent-teacher organizations and churches, as well as continuing education seminars for CPAs and the financial industry. He also has co-authored several articles on estate planning strategies, New Jersey trust administration and New Jersey tax-exempt laws.

Patrick previously worked as an associate at one of New Jersey’s largest law firms. He maintains strong ties to the community and is generous with his time and expertise.

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Nino Amonishvili

Estate Planning Paralegal

Advisory Team

John Willard

Financial Advisor

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Matthew Kaufman

Retirement Planning Specialist

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Robin Reji

Investment Advisor

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Management Team

Heather O’Donnell

Head of Client Services and Operations

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Gary Frattalone

Head of Business Development

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Client Support Team

Eric Wares

Administrator

Rachael Engallena

Head of Operations

Colson Martin

Administrative Services

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