Experience

For more than 30 years, Tom has provided customized financial solutions to individuals, multigenerational families, and non-profit organizations.

Previously, Tom was a First Vice President with Morgan Stanley’s Wealth Management division. He began his Wall Street career in the corporate finance department of Kidder, Peabody & Co. 

Prior to his Wall Street career, Tom served as a Special Assistant to the Governor of New Jersey in the Office of Policy and Planning.

An avid gardener and community volunteer, Tom has served as chairman of his town's environmental commission. Tom and his wife, Jane, reside in New Jersey with their two lively Yorkshire terriers, Riley and Flynn.

Bryan prides himself on helping individuals, families and non-profit organizations navigate the ever-changing complexities of financial planning and investment management.

Prior to becoming a Financial Advisor, Bryan worked as a Wealth Planning Associate in UBS’ Park Avenue office where he provided comprehensive advice and customized financial solutions to high-net-worth individuals and families.

Bryan began his career in UBS’ highly selective Graduate Talent Program where he gained broad exposure and intensive training in financial markets, wealth management, equity research and banking.

Bryan obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2017 and is currently pursuing his Certified Private Wealth Advisor® certification through the Yale School of Management.

An avid triathlete and outdoors enthusiast, Bryan holds multiple leadership positions at the New York Athletic Club. Bryan remains active in the Penn State Alumni community as a fundraiser for The Hope Gala. He currently resides in Larchmont, New York.

An integral part of our team, Lukasz is responsible for all client account opening and maintenance, cash and securities transfers, monthly statements, performance management reports, 1099s and other tax documents. Lukasz is also involved in every stage of the client’s financial planning process.

Prior to joining UBS, Lukasz worked for several years at Morgan Stanley.

An outdoor sports enthusiast, Lukasz plays soccer and enjoys fishing and swimming with his family. Lukasz resides in New Jersey with his wife Paulina and their four boys Adrian, Caleb, Dominic and Lucas.