Insight-based advice

• CA
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• DC
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I began my career in the financial services industry with Smith Barney in 1993 and transitioned my practice to UBS Financial Services Inc. in 2008. With over three decades of experience, I specialize in delivering personalized financial planning solutions for affluent individuals and families.

To me, success is about more than just financial growth — it’s about the confidence you have in your future. My mission is to help clients achieve their goals through thoughtful planning and a trusted, long-term relationship grounded in knowledgeable, tailored advice.

I understand that financial priorities are deeply personal and often evolve over time. That’s why I take a comprehensive, flexible approach to financial planning — one built around your unique circumstances, aspirations, and challenges. Through consistent communication and deep personal engagement, I work to understand what truly matters to you — your goals, concerns, and dreams — and help you navigate a wide range of financial solutions to support them.

I hold a Bachelor of Science in Human Resources from the University of Delaware and maintain Series 7, 63, and 65 securities licenses. Outside of the office, I enjoy spending time with my wife, Suzanne, and our three children — Zachary, Jordyn, and Jake. I’m also deeply committed to giving back to the community, whether through coaching youth football with the Boys and Girls Club of Northwest New Jersey, serving as director of the Wayne PAL Lacrosse Program, or teaching courses at Montclair State University.

• University of Delaware, B.S. Human Resources

• Chartered Retirement Plans Specialist℠

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• CA
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• DC
• DE
• FL
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• HI
• IA
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• IL
• IN
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• KY
• LA
• MA
• MD
• ME
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Jack focuses on comprehensive wealth management strategies, including investment advisory, financial planning, portfolio management, and legacy planning. With a strong background in financial analysis and client relationship management, Jack is committed to helping clients achieve their long-term financial goals.

 Jack joined UBS in 2022 as a Financial Advisor in the UBS Wealth Advice Center, where he gained extensive experience in both brokerage and advisory solutions. He passed the CERTIFIED FINANCIAL PLANNER® exam in 2024 and currently holds his Series 7, 66 and insurance licenses.

Jack graduated magna cum laude from the University of South Carolina with a degree in Finance and a minor in Spanish. He currently resides in Hoboken, NJ, where he enjoys staying active through running and skiing, exploring new destinations, and immersing himself in different cultures through travel.

• CERTIFIED FINANCIAL PLANNER®

I began my career in Financial Services in 2000. I joined UBS in 2009 after spending 9 years at Morgan Stanley. Throughout my history in this industry, I've concentrated on providing exceptional client services with extraordinary results. I previously served as a CSA Coach for UBS as well as Morgan Stanley.

I reside in Elmwood Park NJ with my husband Michael. In my spare time,  I enjoy volunteering throughout my community with various organizations. in April of 2018, I was recognized with the Aspire Award from UBS for my outstanding contribution to the Aspire efforts which focuses on servicing those in need. I am an active member of the American Heart Association's Go Red for Women Campaign where I serve as a Survivor Ambassador and Spokesperson. In addition to volunteering I enjoy fitness, hiking, traveling and sports.