Leslie provides wealth management advice and planning to more than 150 families from the Princeton, NJ office of UBS. She found her calling in Financial Services as a second career in 1998, completing an extensive training program with Smith Barney.  Leslie joined UBS in 2012 from Merrill Lynch where, in addition to advising private clients, she served as a leader for their New Advisor Training Program and then the Branch Manager of the East Brunswick office.

She graduated from Rutgers University with a degree in Psychology. Her affinity to Behavioral Finance led her to obtain a Certified Financial Planner (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. in 2002.  Currently, she is a mentor for new CFP® candidates. 

In her private time, Leslie's passions are travel and her home on Block Island.  She lives in South Brunswick, NJ with her husband Evan and labradoodle, Callie. Leslie's eldest son, Nick, is a recent graduate of the University of California, Santa Barbara, and her youngest son, Sam, is a sophomore at Rutgers-Camden.

Registered States:
AZ, CA, CT, DE, FL, GA, IL, IN, MA, MD, NC, NJ, NM, NY, OH, OR, PA, SC, TX

Daryl is passionate about providing financial advice and guidance to the many families served by the team.  After almost two decades working in corporate finance, Daryl began his advisory practice in the midst of the 2008 financial crisis.  Given the uncertain financial climate of that period, he believed it was an opportune time to help families when it was needed most. 

Daryl attained his Bachelor of Business Administration in Finance and Real Estate from the University of Texas at Austin and his Masters in Business from SMU in Dallas. Daryl is also a Chartered Retirement Planning Counselor certificant (CRPC®), focusing on the complex questions facing those near or already in retirement.

Daryl is proud and honored to have served as the President of Anshe Emeth Memorial Temple in New Brunswick, New Jersey, and on the Board of Trustees at the Jewish Federation of Middlesex County. He is an avid cyclist and resides in East Brunswick, NJ with his wife, Terri, and daughters, Zoe and Avery.

Registered States:
AZ, CA, CT, DE, FL, GA, IL, IN, MA, MD, NC, NJ, NM, NY, OH, OR, PA, SC, TX

With over 20 years of financial industry experience, Christine is the Wealth Management Associate for our team.  She is a trusted point of contact for our clients regarding all operations and administrative questions. Clients value the discretion and high level of service that Christine provides.  She is Series 7, 66 and Life & Health Insurance licensed. She lives in Hillsborough, NJ with her husband, Joe and two daughters, Corinne and Brooke.

Registered States:
CA, CT, FL, NC, NJ, NY, PA