Experience

Professional and educational history

Prior to joining the Sabia-Bickler Wealth Management Group in March of 2015, Joe served as an Investment Operations Coordinator for Lincoln Financial Advisors for two years. He plays a key role in enhancing the client experience by providing high quality service based on an understanding of the clients' needs. Joe also helps construct client portfolios and implement investment strategies. Joe earned the CERTIFIED FINANCIAL PLANNER ™ designation from the Certified Financial Planner Board of Standards  and the Certified Investment Management Analyst® designation, issued by IMCA in conjunction with the Wharton School of Business. Joe earned his B.A. from Manhattanville College in Purchase, NY where his major was Finance. Joe also is a dedicated youth Lacrosse coach for the Scarsdale Raiders. His hobbies include hiking, traveling, golfing, snowboarding, and fishing. Joe also enjoys spending time with his wife and daughter. 

CERTIFIED FINANCIAL PLANNER ™,Certified Investment Management Analyst®, Life Accident and Health Insured, Corporate Stock Benefit Consultant, Series 7, 63 Registered.

The focus of our relationship

Iracema dedicates her time in developing client relationships, and supporting her team to improve various Wealth Management strategies such as investment analysis and financial planning. While building tailored plans she digests the client's needs, goals, and risks while utilizing the tools and resources of the firm. She also plays a central role in enhancing the client experience by providing high quality service based on the understanding of the clients’ needs.

Professional and educational history

Iracema earned her Bachelor's degree from Lehman College in 2011 while her major was Economics and Psychology. Prior to joining UBS in 2008, Iracema worked with the Major League Baseball Players Association. In her spare time Iracema enjoys track, cross country, physical fitness and decorating. She has been a yearly contributor to the St. Jude's Foundation, Juvenilia Diabetes, and the Brain Tumor Association. Iracema resides in Bronx, NY. 

Series 7 & 66 registered.

Life, Accident and Health Insurance Licensed

Cristen joined the Sabia Bickler Wealth Management Group in October 2017. She prides herself on building strong connections with clients while providing them with excellent service. Her goal is to make the clients feel secure and organized about their daily and future financial needs. Prior to joining the Sabia Bickler Group, Cristen was the Branch Service Associate for UBS. In this role Cristen was responsible for processing the operational needs of the branch and working closely with the management team. Cristen was born and raised in the Woodlawn section of the Bronx. She is extremely involved in her community and volunteers with local events. In her spare time she enjoys traveling and spending time with family and friends.