Paul learned early in life the importance of families working together when his father died at age 53. Paul was 19 and he, his mother, and sister had to pull together with limited financial resources. This early life lesson led him to a degree in Economics from Queens College and an MBA in Finance from St. John's University. He then started his career in the financial services industry. In 1997, after working in banking for more than 20 years, he obtained his Certified Financial Planner designation.

Paul's passion for assisting others achieve their financial goals was a natural progression for him as his experience with his family helps him understand the needs of families and aids in recommending appropriate financial solutions. Paul married his banking experience with his financial planning skills to provide a wide range of financial services including lending, investment solutions, college, retirement, insurance and estate planning.

Paul loves the challenge of helping families determine their goals and providing a plan to achieve them. He now has his own family having married Carmen in 1984 and welcoming his son, Andrew, in 1993. Paul resides in Wyckoff where he is very active with various charities including Gift of Life in which children from all parts of the world are brought to the United States for life saving heart surgery.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, MI, MO, NC, NH, NJ, NY, PA, SC, TX, UT, VA

Dan has always been passionate about working in finance and helping others. He has 34 years of work experience including 12 years at Omni Leasing Corp., 7 years at GE Capital and the last 15 years as a CERTIFIED FINANCIAL PLANNER™ with Family Wealth Management.

Dan finds working with clients and their families the most rewarding aspect of his job. He actively listens to the emotional and financial needs of his clients. Dan's background enables him to offer assistance in financial planning, lending solutions, insurance, health care, college planning and many other real life issues.

Dan completed his undergraduate and graduate degrees at Ithaca College. In 1985, he married his college sweetheart Susie and they reside in Montvale, NJ with their three beautiful children and dog Leo.

Dan enjoys cycling, golfing and volunteering. He founded For The Benefit Of (FTBO), Inc., a 501C3 charitable organization, in 2011. FTBO, Inc.'s mission is to financially support organizations and assist families with healthcare costs and educational needs.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, MI, MO, NC, NH, NJ, NY, PA, SC, TX, UT, VA

Before Kristen began her career in the financial industry, she worked in the sales and marketing field. This is where she realized her passion for helping and learning more about others. Kristen earned her bachelor's degree at the University of Rhode Island. In 2012 she joined Family Wealth Management. Her main focus is to provide our clients with the best possible service. Kristen also handles the marketing for our team. In her free time she enjoys spending time with family and friends, helping others, and staying active.

Registered States:
FL, NJ, NY

Ryan earned her bachelors degreee in communications at the University of Kentucky in 2019. Soon after graduating she joined the Family Wealth Management team as a client service associate. She enjoys forming relationships and servicing our clients on a daily basis. She collaborates closely with Kristen on the marketing for our team as well. In her free times she loves to exercise, travel, and spend time with friends and family!