Experience

Robert is a Chartered Retirement Planning Counselor with over 25 years of experience in the financial services industry, including having been a risk analyst for high-net worth clients. He customizes investment plans for his clients by utilizing a disciplined approach to managing risk. Robert earned a B.A. in finance and has completed the UBS Wealth Management education program. In his community, Robert is active in several organizations, including the Cranford Hockey Club, and Rahway River Trout Unlimited. In free time, he enjoys playing hockey, golf, and fishing. Robert, his wife, Sandra, and their two children reside in Cranford, NJ.

Rick is a Certified Financial Planner with over 30 years of experience in the financial services industry. Prior to joining UBS, he was associated with Merrill Lynch. Rick uses financial planning as the foundation of his clients' portfolio strategies. Rick earned an M.B.A. in finance and has completed the UBS Wealth Management education program. Outside of the office, he has been active in many community organizations, including Westfield Foundation, the Westfield YMCA and many youth sports programs. Rick and his wife Margie reside in Westfield, NJ.

With over 15 years of financial services experience, Jaime is responsible for Coltrera Devaney Wealth Management clients' planning needs, as well as, their service and administrative experience.  She works closely with Rick and Bob in creating portfolio proposals and trading executions.  Jaime graduated with an economics degree from Rutgers University.  She currently holds various industry licenses including the Series 7 and Life Insurance.  To further benefit the team's clients, she has earned the Chartered Retirement Planning Counselor (CRPC) Designation.