Broker Check

Who We AreBuilt for Your Wealth Journey

A Comprehensive Approach to&#160;<br/>Building, Managing, and Preserving Wealth

A Comprehensive Approach to 
Building, Managing, and Preserving Wealth

At First Light Wealth Advisors, we believe financial planning is about more than managing investments. It's about helping individuals, families, retirees, and business owners navigate life's opportunities and challenges with confidence. Through personalized advice and long-term relationships, we help clients align their financial resources with what matters most.

ValuesWhat Drives First Light

We are guided by a simple philosophy: financial advice should be personal, objective, and centered around each client's unique goals. As an independent, fee-based firm, we take the time to understand what is most important to you and develop strategies designed to evolve with your life, family, and aspirations.

Retirement
planning

Helping clients prepare for and navigate retirement with confidence through personalized income, investment, and wealth strategies.

Wealth
Management

Providing ongoing investment management and financial guidance designed to help clients build, manage, and preserve wealth.

Business Owner Guidance

Helping business owners align their personal and business financial goals while planning for growth, succession, and retirement.

Estate & Legacy Planning

Working alongside attorneys and tax professionals to help clients preserve wealth and transfer assets according to their wishes.

Firm Message

Firm Message

At First Light Wealth Advisors, we believe successful financial planning begins with understanding what matters most to our clients. Markets change and life evolves, but the value of trusted advice and enduring relationships remains constant.

Our role is to simplify complexity, provide objective guidance, and help clients make informed decisions with confidence. We view financial planning as an ongoing process, not a one-time event, and we are committed to serving as a trusted partner through every stage of life.

The relationships we build are founded on trust, communication, and a genuine commitment to helping clients pursue their goals and create lasting legacies for future generations.


Meet The TeamYour Partners In Achieving Financial Success

Robert (Bob) Korzik

Senior Advisor

I actually began my business career with my own swimming pool construction firm shortly after college. I’ve always had an interest in finance and helping business owners like myself. I built my career as financial advisor with Northwest Mutual that spanned over 30 years, and was awarded one of the first “under 30 agency owners”. Most recently, I’ve managed an Ameriprise Financial Service office in northern NJ.

My personal interests include spending time with my family and on a tennis court working on my serve.

James (Jay) Korzik, AIF®

Advisor and CCO

james@firstlightwa.com

I’ve been fortunate to receive early guidance from my father, and followed in the family tradition in the financial advice industry. My focus is to guide our firm’s operations and strategy. My goal is to ensure that we’re serve clients with the highest level of personal support while leveraging the technology most effective and efficiently.

I received my education from Seton Hall University, and Bergen Catholic High School. My personal interests include boating/offshore fishing and I am a licensed captain.

Carmela (Milly) DiGangi

Operations Manager

Milly DiGangi joined FLWA in 2017, bringing with her over 30 years of experience in the financial services industry. As the Operation Manager she supports and maintains the day-to-day operations of the firm in a variety of capacities including a full range of administrative support, client onboarding, account maintenance and reporting.

In her free time, Milly enjoys boating, hiking, working out and spending time with her friends, family and furbaby.

Amy Shurley

Office Assistant

Amy has been a valued member of First Light Wealth Advisors since November 2022, serving as the firm’s Office Assistant. In this role, she plays an integral part in the day-to-day operations of the office, ensuring tasks are handled efficiently and supporting the broader team with administrative coordination and client service needs.

Amy’s responsibilities include managing scheduling logistics, maintaining accurate client records, handling correspondence, and helping ensure the office runs smoothly. She also plays a key role in the firm’s marketing efforts by overseeing and coordinating the firm’s social media presence through the FMG platform to ensure First Light’s digital communications are timely, relevant, and professional.

Outside of work, Amy enjoys spending quality time with her family and staying involved in her local community.

Bill McGuire

Marketing Consultant

With deep experience in RIA marketing, Bill McGuire helps firms elevate their brand through strategic design, messaging, and engagement. He has worked with advisory firms and ecosystem service providers to refine their marketing approach, ensuring they stand out in a competitive landscape.

Bill led marketing strategies at TD Ameritrade Institutional and MarketCounsel, supporting advisors transitioning to independence. His expertise lies in crafting compelling brand narratives, optimizing client communication, and leveraging design for business growth.

He has been actively involved in industry associations, including the Business Marketing Association and Direct Marketing Club of New York. He currently serves on the steering committee and as marketing chair for Strengthening the Advisor Community (STAC).

Contact UsGet In Touch Here!

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