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$6.9 trn
UBS Group invested assets
As of 10/29/2025
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
First Vice President–Wealth Management
Financial Advisor
With more than 25 years of experience in financial planning and investment management, Michael helps business owners, professionals, and their families navigate major financial decisions with clarity and confidence. His approach is centered on understanding each client’s personal and financial goals. Whether supporting a business owner through a transition, advising a physician or attorney on long‑term planning, or helping a family structure multigenerational wealth, he designs strategies that balance today’s needs with tomorrow’s priorities.
As a Certified Financial Planner™ (CFP®), Michael brings comprehensive expertise across estate, insurance, investment, retirement, and tax planning. As a Certified Exit Planning Advisor (CEPA®), he works collaboratively with various professionals to help business owners become truly exit ready – guiding them through succession planning, liquidity events, and post‑sale wealth strategies that protect what they’ve built and safeguard their legacy.
He is also a member of the UBS Portfolio Management Program (PMP), allowing him to act as a fiduciary and provide tailored, discretionary portfolio management.
Michael is committed to strengthening his community as well. He serves on the boards of the Fanwood‑Scotch Plains YMCA and the Dance Innovation Performance Foundation and is a past president of the Rotary Club of Fanwood‑Scotch Plains.
Michael resides in Fanwood with his wife, Kayla, and his three boys. In his free time, he enjoys spending time with his family and boating at the Jersey Shore.
Whether you’re building toward an eventual exit, navigating a transition within your profession, or planning for your family’s long‑term security, Michael provides the insight and structure to help you make confident, well‑informed decisions.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
With more than 25 years of experience in financial planning and investment management, Michael helps business owners, professionals, and their families navigate major financial decisions with clarity and confidence. His approach is centered on understanding each client’s personal and financial goals. Whether supporting a business owner through a transition, advising a physician or attorney on long‑term planning, or helping a family structure multigenerational wealth, he designs strategies that balance today’s needs with tomorrow’s priorities.
As a Certified Financial Planner™ (CFP®), Michael brings comprehensive expertise across estate, insurance, investment, retirement, and tax planning. As a Certified Exit Planning Advisor (CEPA®), he works collaboratively with various professionals to help business owners become truly exit ready – guiding them through succession planning, liquidity events, and post‑sale wealth strategies that protect what they’ve built and safeguard their legacy.
He is also a member of the UBS Portfolio Management Program (PMP), allowing him to act as a fiduciary and provide tailored, discretionary portfolio management.
Michael is committed to strengthening his community as well. He serves on the boards of the Fanwood‑Scotch Plains YMCA and the Dance Innovation Performance Foundation and is a past president of the Rotary Club of Fanwood‑Scotch Plains.
Michael resides in Fanwood with his wife, Kayla, and his three boys. In his free time, he enjoys spending time with his family and boating at the Jersey Shore.
Whether you’re building toward an eventual exit, navigating a transition within your profession, or planning for your family’s long‑term security, Michael provides the insight and structure to help you make confident, well‑informed decisions.
Education
Credentials
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
