Experience

After thirty years of advising families, I’ve come to believe that the real goal of financial advice isn’t just growth, but rather, peace of mind.  At the center of every financial plan we build is a single, guiding principle: wellbeing comes first. The financial decisions you make only matter insofar as they support a life of meaning, security, and freedom.

I live with my wife, Nichole, on a small farm in Woodstock, Vermont, alongside our three dogs — Veda, Poppy, and Miles — who provide daily lessons in both joy and humility.

Jason Farkas, CMT® entered the financial services industry in 1994, and joined Merrill Lynch Wealth Management in 2012, and then UBS Financial Services in 2022. His 30 years of capital markets experience includes stints as a technical analyst, trader, financial advisor and 401(k)-plan consultant. This industry experience has involved everything from forecasting intra-day moves in the Nikkei to making decades-long calls for currencies and interest rates, as well as helping clients anticipate and pursue critical financial objectives.

Jason is a member of the Market Technicians Association. He earned MBA certificates in Accounting, Finance and Negotiation at Heriot-Watt University’s Edinburgh Business School after attending Arizona State University. He has been tutored by two Austrian School economists.

A triathlete and Phoenix native, Jason is an avid student of markets and market psychology, and has a deep industry perspective of how to incorporate tactical market forecasts into an overall wealth management strategy tailored for individuals and families. 

He lives in Farmington with his wife and two boys.

Alexandria assists The Tashjian Farkas Group with database management, client services and maintaining client records, supported by her years of experience in the financial services industry. She joined Merrill Lynch Wealth Management in 2011, then joined UBS Financial Services in 2022. She graduated with a bachelor's degree in business administration from Bay Path University. She lives in West Hartford, Connecticut, with her two children. Alexandria enjoys outdoor activities, including hiking, camping and sight-seeing.

Nicoletta Geraci has 19 years of experience at Merrill Lynch Wealth Management, and then joined UBS Financial Services in 2022.  Nikki assists The Tashjian Farkas Group with dedicated operational and sales support. On her time off Nikki enjoys traveling and spending time with her family. Nikki lives in Watertown with her husband.

Ivonne grew up just outside Manhattan and now calls Avon, CT home. She moved there twelve years ago when her oldest was starting kindergarten—fast-forward to today, and that daughter is preparing to graduate high school next year. Ivonne and her husband, Michael, will celebrate 19 years of marriage in September 2026, and they’re raising three children who keep life lively, grounded, and full.

She brings a calm, people-first approach to getting meaningful things done—especially the kind of behind-the-scenes work that makes your experience feel easy. A few highlights:
• BNP Paribas in NYC for over twelve years.
• A degree in Business Administration and a concentration in Marketing from Fordham University
• Attended the Institut Catholique de Paris, where she studied French and was involved in humanitarian efforts in Mexico City, in a program helping the development of under privileged families, Desarollo Integral de Familia.

Why Ivonne? We brought Ivonne on to expand the support we offer you and your family—so that the daily details are handled with care, and your plan keeps pointing toward what matters most: your wellbeing. She’ll be focused on smoother processes, thoughtful follow-ups, and clear communications.

Outside of work, Ivonne is happiest traveling, immersing herself in new cultures, and trying new foods (recommendations welcome). When she’s not planning the next adventure, she’s practicing her newest passion: learning Italian—un po’ ogni giorno.

In her words: “If our work helps you feel a bit clearer, a bit calmer, and a bit more supported—that’s a good day.”