Let's move forward. Together.

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Earning his B.A. from Rutgers College in 1990, Mike had already begun interning on Wall Street as a Merrill Lynch Money Market Trader's Assistant in 1989. He worked to become a Registered Taxable Debt Marketing Specialist and Syndicate Desk Coordinator for Merrill Lynch's Private Client Sales Division.

Through 1999, Mike worked as a Private Client Financial Advisor in their Merrill Lynch Short Hills, NJ offices. IN 1999, he accepted a position with First Union Securities as a Financial Advisor in their Summit, NJ offices. Over the next twelve years, Mike continued to very successfully, grow his financial advisory relationships in spite of two large reorganizations and mergers with Wachovia Securities, then again with Wells Fargo Advisors form 2004 to 2011. 

Mike currently holds his series 6, 7, 63 and 65 licenses. He is also licensed for Life and Health insurance products. He and his wife Carrie reside with their sons, Gavin and Garett in Springfield, NJ.

• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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 Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Rutgers College, B.A.

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Experience to help realize a long-term mission
John brings in-depth experience to helping diverse organizations pursue their long-term missions, including endowments, foundations and not-for-profit corporations. He is well-versed in the unique challenges they face, and takes a proactive and comprehensive approach to helping them meet their fiduciary responsibilities and investment goals. Following a disciplined planning process, he takes the time to fully understand your organization, accessing the global resources of UBS to deliver insights and solutions aligned with your organization’s long-term mission—always with the utmost dedication to excellent service and responsiveness.

Education and credentials
– B.S. Penn State University
– Series 7, 63 and, 66 securities licenses
- Life and Health Insurance licenses

Life
– John lives in Montclair, NJ with his Wife and has three children
– He enjoys playing tennis, gardening and traveling.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Smeal College of Business at The Pennsylvania State University

• CERTIFIED FINANCIAL PLANNER®

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Focused on your success

Justin works with successful individuals, families, entrepreneurs and business owners, bringing extensive experience and skills to help maximize the value of their wealth at all stages of growth. He understands that each decision can have far-reaching implications for your future and takes a truly holistic approach to managing the personal and professional aspects of your financial life. From disciplined financial planning to proactively managing the complexities of a business succession plan, he has the experience and knowledge to bring you important insights and tailored solutions—so that you can move forward with confidence.

Education and credentials
– Series 7, 63 and, 66 securities licenses
_ Life and Health Insurance licenses

Life
– Justin lives in Springfield, NJ with his wife and two
children
– He enjoys golfing

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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• NC
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• NY
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• SC
• VA

A commitment to excellent client service
Claudine is an integral part of DSP Wealth Management, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Claudine also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.

Education and credentials
– Series 7, 63 and 66 securities licenses
– Life and Health Insurance licenses

Life
– Claudine lives in Springfield, NJ with her husband and two children.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Farleigh Dickinson University