Experience

I started my career in the Financial Services Industry with Smith Barney in 1993. In 2008, I moved my practice to UBS Financial Services Inc. I specialize in financial planning solutions for affluent clients.

I believe success should be measured not just by your financial well-being, but also by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Financial priorities differ from person to person. They can also be different from year to year. I believe it is important to have a financial plan tailored to your needs and has flexibility to evolve with you. I take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That is how I will get to know you personally: your goals, your worries, and your dreams. I can help you develop a financial plan and help you a broad range of financial solutions to meet your needs.

I graduated from the University of Delaware in Newark, DE with a Bachelor of Science degree in Human Resources, and I currently hold the Series 7, 63, & 65 securities licenses. I live  with my wife Suzanne and three children, Zachary, Jordyn, and Jake. When I am not at work, I am giving back to my community in various ways, such as coaching youth football for the Boys and Girls Club of Northwest New Jersey, acting as the director of the Wayne PAL Lacrosse Program, and teaching classes at Montclair State University.

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 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.

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.