Lasting relationships. For all that matters

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• IL
• IN
• MA
• MD
• ME
• MI
• NC
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• TN
• TX
• VA
• VT
• WA
• WI
• WY

Alan leads the team's vision through his emphasize on asset allocation and total portfolio management with a focus on retirement income planning. He also helps with education funding, structures for charitable giving and estate planning. During his more than 20 year tenure in the industry the market has weathered several recessions, countless rallies and more than one market correction.  This continual cycle requires a disciplined approach to risk management. Alan utilizes professional money management along with individual laddered bond portfolios to try to accomplish diversification and protection.

Alan received his Bachelor of Business Administration (B.B.A.) in Accounting from Clarion University of Pennsylvania and went on to obtain the CPA. Alan is a Certified Financial Planner (CFP® ®), Financial Planning Specialist and earned his Certified Investment Management Analyst® (CIMA® ®) designation from The Wharton School of Business. Alan and his wife Amy live in Ramsey, NJ with their two boys, Adam and Andrew.  Alan enjoys spending time with his family, coaching baseball and golfing.

• Clarion University of Pennsylvania, Bachelor of Business Administration, Accounting

• CERTIFIED FINANCIAL PLANNER
• Certified Investment Management Analyst

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• IL
• IN
• KY
• MA
• MD
• ME
• MI
• MO
• MT
• NC
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• TN
• TX
• VA
• VT
• WA
• WI
• WY

Laura has spent nearly three decades assisting multiple generations in managing, organizing and preserving their wealth. Her mission is to provide a trusting environment based on active listening and to build an investment plan which meets the goals and risk tolerance of every client with whom she works. She believes that the success of wealth management is measured by its ability to enable one to pursue what matters most…today, tomorrow and for generations to come.

After graduating from the University of Wisconsin – Madison in 1987, Laura spent six years as a New Business Sales Representative with IBM. She became a Financial Consultant in 1993 having completed the PaineWebber Training program. She is FINRA registered and holds her Series 7, 63 and 65 securities licenses, as well as her Life, Health, Long Term Care Insurance and annuity licenses.

Laura has consistently achieved Director’s Council status with UBS and is a licensed CERTIFIED FINANCIAL PLANNER®. She has been a guest speaker for Garden State Woman Magazine’s Financial Conference and has attended the Barron’s Winners Circle Top Women Advisors Summit. 

Laura resides with her family in Mendham, NJ and participates in the community and schools attended by her children, Seneca and Noah. Laura enjoys spending time with her family, being a Girl Scout leader, cycling and enjoying the great outdoors.

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• University of Wisconsin – Madison

• CERTIFIED FINANCIAL PLANNER

With 25 years' experience in the financial industry, Gina began her career at RBC Wealth Management where she was a senior assistant to the head director of Fixed Income trading. During her career at RBC Gina worked on a fast paced trading desk with multiple job responsibilites from client relations to operational management.

Gina joined UBS Financial Services in 2012. At UBS she has continued her strong level of commitment in offering a high degree of client communication with exceptional organizational administrative responsibilities. She also served on CSA council from 2017-2018.

 Gina and her husband James live in Denville, NJ and have 11 year old twins Ava and Johnny.

Anita has been in the Financial Services Industry for over thirty years.  She came to UBS in 2012.  Prior to joining UBS, Anita worked a Morgan Stanley for 24 years.  While at Morgan Stanley, she held numerous positions there.  Anita graduated Magna Cum Laude from Berkeley College where she earned her Bachelor's Degree.  

In her spare time, Anita enjoys travel and family time. Anita lives in Wayne, NJ with her husband and two sons.

• Berkeley College, Bachelors