Lasting relationships. For all that matters

• AZ
• CA
• CT
• FL
• ID
• IN
• MA
• MD
• MO
• NC
• NH
• NJ
• NY
• TX
• VA
• WA

I began my career in financial services in 2001 after obtaining a finance and risk management degree from the University of Wisconsin. I am a CERTIFIED FINANCIAL PLANNER™ certificant and work with my clients to develop customized investment plans focusing on mortgages, estate and gifting strategies, tax minimization and specialized asset allocation recommendations. I hold securities licenses as well as licenses for life and health insurance and variable annuities. I work with the pro-bono committee of the Financial Planning Board of New York City. I live in New York city with my wife Lori and daughter Maddison

• University of Wisconsin, Finance and Risk Management

• CERTIFIED FINANCIAL PLANNER®

• AZ
• CA
• CT
• FL
• NJ
• NY

Through my 40 years of financial industry experience, I have navigated my clients' portfolios using an investment strategy that has sought to outperform the S&P 500 while reducing risk and volatility. My finance degree is from the University of Hartford. I hold securities licenses as well as licenses for life and health insurance and variable annuities. My wife, Jacqueline, and I reside in Dix Hills, New York, and I am an avid golfer and stamp collector.

• University of Hartford, Finance

• CA
• CT
• FL
• NJ
• NY
• UT

Anna Stefaniak, a Registered Client Service Associate, has been employed with UBS for over 21 years and has worked in many areas of the firm including Corporate Actions, Lending, and Compliance. Anna provides comprehensive client service in all aspects of account administration and operations, onboarding new clients, and building and maintaining long-lasting client relationships.

Anna graduated from St. Peter’s University with an MBA in finance and holds the Series 7, 66, 9 and 10 security licenses. Anna lives in Bayonne, NJ with her husband Artur and daughters Madison and Natalia.  In her spare time, she loves reading and crafting.