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$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
Mike has over nineteen years of financial services experience and serves the needs of high net worth individuals and families, as well as professionals and businesses within the area. Mike is a graduate of the United States Military Academy at West Point, NY, where he attained a B.S. in International Affairs. Mike is active in supporting local charities and has served as a Board member of the West Point Society of New Jersey for the past eight years. Mike, and his wife, Lucy, have two grown children and reside in Columbus, NJ.
Senior Vice President–Wealth Management
Financial Advisor
Mike has over nineteen years of financial services experience and serves the needs of high net worth individuals and families, as well as professionals and businesses within the area. Mike is a graduate of the United States Military Academy at West Point, NY, where he attained a B.S. in International Affairs. Mike is active in supporting local charities and has served as a Board member of the West Point Society of New Jersey for the past eight years. Mike, and his wife, Lucy, have two grown children and reside in Columbus, NJ.
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
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