Experience

With nearly 40 years’ experience as a Financial Advisor, Charles has managed wealth successfully through various market cycles. He believes that a focus on portfolio management, asset allocation, retirement income planning, and next generation wealth transfer strategy is the key to achieving long term financial success.

Charles received his Bachelor of Science in Accounting from SUNY Albany and his M.B.A. from Fordham University. He also passed the Certified Public Accounting (CPA) exam.

Charles resides in Morristown Township, NJ with his wife Doreen. Together they have 4 children and 4 grandchildren. In his personal time Charles enjoys spending time with family, cycling, reading, and the beach.

John has spent his entire career in the Financial Services Industry.  For over 30 years, John has been focused on working with institutions and individuals, committed to tailoring solutions to meet their financial goals.  John prides himself on his long term client relationships, which has been helpful in guiding them through volatile markets.  He provides first class service to his client base that includes credit unions, not-for-profits, associations, corporations and high net worth individuals and their families.

John's responsibilities for his clients include fixed income portfolio management, corporate cash management, financial planning, retirement planning, advisory equity portfolio management program, asset allocation, liability management, and qualified plan/IRA distribution plans.  Cornerstones of John's business are principal protection, maximizing income, total return and tax efficiency.

John is an alumnus of The Catholic University of America where he played Division 3 football at Catholic U and also met his wife Tricia.  John and Tricia have been married for 33 years and reside in Summit, NJ with their five children.  John is an avid golfer and enjoys coaching youth sports.

With 25 years' experience in the financial industry, Gina began her career at RBC Wealth Management where she was a senior assistant to the head director of Fixed Income trading. During her career at RBC Gina worked on a fast paced trading desk with multiple job responsibilites from client relations to operational management.

Gina joined UBS Financial Services in 2012. At UBS she has continued her strong level of commitment in offering a high degree of client communication with exceptional organizational administrative responsibilities. She also served on CSA council from 2017-2018.

Gina and her husband James live in Denville, NJ and have 11 year old twins Ava and Johnny.

Carson is a newcomer to the financial services industry as he began his work at UBS in 2023. He graduated Magna Cum Laude from Centenary University with a B.S. in Finance and Marketing. He currently holds the Series 7 and 66 securities licenses. In his free time, he enjoys spending time with friends and family, traveling, watching his favorite sports teams, and staying active.