Experience

As a Financial Advisor and UBS accredited Wealth Advisor, Jonathan is a firm believer in diversification and asset allocation. He works predominately with families, small businesses, and non-profits by providing advice, investment guidance, and holistic planning services. In his 36 years as an Advisor, Jonathan has successfully navigated his clients through countless market cycles and garnered the experience and expertise necessary to aide his clients in achieving the goals they strive to meet.

Jonathan began his career as an Advisor in 1983 with Smith Barney, later joining UBS in 2008. He is a 1976 graduate of Emory University and native of Baltimore, Maryland. He holds Series 3, 7, 63, and 65 securities licenses, along with insurance licenses in life, accident, and health.

Jonathan currently resides in Morristown, NJ and enjoys spending much of his free time honing his skills as a competitive bridge player.

Eric joined Jonathan's practice in 2015 after 4 years managing a multimillion dollar property and loan portfolio for a New Jersey bank where he successfully spearheaded efforts to reduce the distressed assets on the bank's balance sheet. Eric is a strong advocate for the long term financial planning process whereby he works with clients and prospective clients to identify all relevant aspects of their financial picture and gain a deep understanding of their goals and resources. He believes this is a crucial step for both parties as it ensures he can accurately advise and that the client receives a tailored result.

Eric graduated cum laude from Bryant University in 2011 with a degree in Finance and minors in Economics and Applied Statistics. He holds Series 7, 63, and 65 securities licenses, along with insurance licenses in life, accident, and health.

Eric lives with his wife, Stephanie, in their Bridgewater, NJ home and when not spending time outdoors, he enjoys working on their many DIY renovation projects.