Broker Check

Meet the Team

Rob Walsh

President

(609) 532-1090

Rob@birdseyewealthplanning.com

After spending the first 10 years of my professional career with a Fortune 500 company in various management roles, I took the leap into running my own financial practice in 2011. After a quick stop at a financial services firm I had the opportunity to partner and learn from one of the top CFP’s in the country. After 8 years there, and with an eye on returning closer to home, I knew it was time for me to take the next step and create my own firm.

Birds Eye Wealth is the culmination of everything I have learned, both good and bad, over the past 20 years in corporate and personal finance. My planning process has evolved over the years and today it involves a truly comprehensive and macro (bird’s eye) view of your finances. Once the big picture is fully in view, we can see and evaluate the smaller, micro details of your finances to ensure a complete and thorough financial plan. This plan includes risk management, investment management, tax strategies, behavioral finance strategies and, most importantly, goals based financial planning.

Before I get to know you, here is a little bit more about me. I graduated Summa Cum Laude from Rider University where I was a four year member and captain of the baseball team. I live in Monmouth County spending much of my free time as a volunteer baseball coach for my son and other youth players throughout Monmouth County. I’ve also been an active fundraiser for the Special Olympics, Wounded Warrior through my Tough Mudder events and Susan G. Komen.

Judy DeJohn

VP of Client Relations

(732)508-5106

judy@birdseyewealthplanning.com

Judy DeJohn came to the firm with a varied background having worked in Administrative Support, Human Resources, and Marketing for financial, engineering and construction companies.  She originally became the executive assistant for Rob at their previous firm in 2015. Judy was instrumental in the growth that allowed Birds Eye to become a reality and is a trusted ally for all our clients. She facilitates the preparation, opening, implementation and maintenance of accounts.  She also is a secondary point of contact for Rob's clients to ensure that the clients' questions and requests are always handled in a responsive manner

Judy studied political science at the Catholic University of America in Washington, DC.  She also attended the Institute for Culinary Education, graduating at the top of her class.

Brendan Sheehan

Insurance and Tax Specialist

(609) 439-6010

(732) 508-3082

brendan@birdseyewealthplanning.com

Brendan Sheehan is a Registered Agent with the Internal Revenue Service and also a member of the National Association of Tax Preparers (NATP).  He has owned Brendan’s Tax Service, located in Yardville NJ, for 31 years.  Brendan’s Tax Service is very well known and respected in the Mercer County area.  Brendan is known for providing personal financial guidance to both individuals and businesses.  His expertise ranges from basic tax management and accounting services to more in-depth business solutions.  Brendan provides heightened tax and insurance advice on each financial plan that comes through our company. 

In his free time Brendan is an active member of both the Bordentown Elks Lodge 2085 and Yapewii yacht club.  He enjoys boating and fishing as well along with his wife.