“They turned us into a profitable  enterprise.
Terrific results!”

- Karen Pyonin, CEO, Benco, Inc.»

Advisor Team

Advisor Team

Andrew S. Bluestone, CFP®

Andy Bluestone works with owners of private and family businesses as their partner to help solve strategic challenges.  Andy has spent many years as a financial advisor, business development trainer and strategic planning coach. He specializes in helping business owners of privately held companies gain strategic focus, improve performance and increase the value of their businesses today and tomorrow.

Andy believes that relationship development is the key to success in business and in life. He has fashioned his talent and focus on helping others reach their true potential and continues to do so through his various endeavors. Andy has published numerous articles in trade publications and is the author of several books on the topic of business development.

His licenses include life, health and FINRA Series 6, 7, 24, and 63. He is a member of: The National Association of Insurance and Financial Advisors (NAIFA); founding member of the General Agents and Managers Association (GAMA) Partners in Growth; the Society of Financial Services Professionals; Financial Planning Association and the Association of Advanced Life Underwriting (AALU), past president of Northern NJ GAMA, an active YPO-WPO member for over 20 years, and a member of the Fairleigh Dickinson University Board of Advisors. A native New York area resident, Andy is a responsible member of the Morris County, NJ community and a founding member of Project Acorn which offers pre-school scholarships for needy youngsters.

Andy completed the President’s Program in Leadership from the Harvard School of Business with an alumni status.  He is a graduate of the College of Financial Planning and earned a B.S. in Finance and Economics from Hofstra University.

Mary Carey, Partner

The meeting of practical business expertise with creative talents brings a unique combination of skills which Mary has leveraged with many businesses and clients.

Currently a Partner at Chris Carey Advisors, Mary works with clients to improve business performance, raise capital and advise on mergers and acquisitions.  She leads engagements to develop and then execute on a strategic plan to increase the value of the clients’ business.

After her early experience at Applied Data Research, a software company out of Princeton, New Jersey, Mary co-founded Datatec Systems, Inc., a New Jersey based, and eventually publicly traded, technology professional services business.  Acquired through a management buyout, the company’s revenue was only $500,000 with a single office and 9 employees.  By the time she left, the company had grown to $94 million in revenue operating out of 20 offices in the US and Canada with over 750 associates.  The company became the largest technology deployment services firm in the US.  Mary was the Chief Operating Officer and was responsible for all technology services, managing the deployment of hundreds of installers throughout the US and Canada.

After the sale of Datatec, she became Head of Operations for Stronghold Technologies, Inc. and then Chief Operating Officer of Gander.tv, an internet based company streaming shows from performance venues.

Mary attended Indiana University and Ramapo College of New Jersey. A performer at heart, Mary has been a featured singer at some of the leading performance venues in New York City.   She lives in Williamsburg, Brooklyn with her husband Chris and enjoys having her children and grandchildren close by.