A plan for today, tomorrow and generations to come

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Dan’s passion for helping others has followed him throughout his life, whether through coaching youth sports or helping a friend in need. With 34 years of experience there was no question that finance was the perfect professional fit for him. Dan completed his undergraduate and graduate degrees at Ithaca College. He spent 12 years at Omni Leasing Corp., 7 years at GE Capital, and 8 years at Merrill Lynch,  joining UBS Family Wealth Management in 2010, becoming a CERTIFIED FINANCIAL PLANNER TM in 2014.

Dan finds working with clients and their families the most rewarding aspect of his job. The relationships Dan has with his clients is founded on trust. He takes the time to learn about his clients before crafting their financial plan so that it is geared towards what is most important to them. He cares deeply about each person’s situation and strives to put any worries (financial or otherwise) at ease. Dan’s extensive background enables him to offer assistance in financial planning, lending solutions, insurance, health care, college planning and many other real life situations.

In 1985 he married his college sweetheart, Susie, and they reside in Montvale, NJ with their three beautiful children and dog Leo.

When not helping his clients, Dan enjoys cycling, golfing, and volunteering. He founded For the Benefit Of (FTBO), Inc., a 501C3 charitable organization, in 2011. FTBO, Inc.’s mission is to financially support organizations and assist families with healthcare costs and educational needs.

• Forbes Best-in-State Wealth Advisors, 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.

• Ithaca College

• CERTIFIED FINANCIAL PLANNER®
• Chartered Retirement Planning Counselor

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Kristen has grown with the Family Wealth Management team at UBS since 2012, coming from a background in marketing. This experience has helped expand the team’s client base while still maintaining quality, customized, customer service. Kristen earned her bachelor’s degree at the University of Rhode Island and has earned her Series 7, 66 and Health and Life Insurance licenses during her tenure with Family Wealth Management. Her extensive knowledge and willingness to help others keeps this team a cohesive unit that works together to achieve their clients’ goals. Kristen is always there to help her team members and clients with any questions or problems. She and her husband, Paul, reside in Blauvelt, NY with their two children. In her free time Kristen enjoys spending time with family and friends, helping others, and staying active.

• University of Rhode Island

• Chartered Retirement Planning Counselor

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Dana, who holds a bachelor’s degree from Salve Regina University joined the Family Wealth Management team at UBS in 2022 after working in the medical field. From this experience, Dana learned the importance of organization and clear communication between team members and clients which she has brought over to the financial services industry. She has a passion for helping others and making sure clients feel comfortable with their goals and the plans created to achieve them. Her focus is to provide the best possible experience to clients while building relationships with them. She works closely with Kristen and enjoys being part of such a dedicated and professional team. In her spare time, Dana loves spending time with her pets, and being on a beach--no matter the season!

• Salve Regina University

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Jenna spent ten years in the culinary field before joining the Family Wealth Management team at UBS in 2022. She has brought her detail-oriented customer service skills to her new team and understands the importance of working together to help others and achieve combined goals. Jenna realizes the value of supportive customer service and active client relationships. Her focus is to help give her clients peace of mind and understanding with their plans while aiding them on their financial journeys. Jenna received her bachelor’s degree from Rutgers University. When not at work, Jenna enjoys concocting new pastry recipes, gardening, reading with her cat, and going on hikes with her husband and dog.

• Rutgers University