Steve began his career in the financial services industry in early 2000 with a focus on private money managers via separately managed accounts, mutual fund advisory programs, structured products, alternative strategies, and various other vehicles to meet his clients' diverse needs. Stephen is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor, an advanced and rigorous planning achievement to address the deepest of our clients' complex needs in an ever-changing environment.

Steve and his wife, Whitney, and their three children live in Bedford, New York.  Steve has been a member of the Boston College Alumni Association for a number of years and is also the founding member of the Bedford Hills chapter of the FireWater Association.

Kenneth has been a financial advisor since 1982.  He has earned the prestigious designation of Certified Financial Planner™, one of the most significant credentials a financial planner can receive as well as the Wealth Advisor designation.  Ken develops detailed financial plans to reach and monitor our clients' financial goals.  As a Senior Portfolio Manager, Ken also focuses on assisting the team with the creation of custom equity portfolios tailored to each client with a focus on either growth, income, or a combination of the two styles in a tax and risk optimized structure. 

Kenneth and his wife, Vincenza, reside in Briarcliff Manor, NY and are the parents of three children.

Alan has been in the financial services industry for over 25 years; he holds an MBA from NYIT and has earned the accredited Certified Financial Planner™ designation, which provides him with the ability to develop customized financial plans to help clients achieve their financial goals.  Alan is one of a small number of UBS Financial Advisors who have earned the designation of "Wealth Advisor."  In addition to Financial Planning, Alan assists the team with conservative fixed income strategies.  As a senior Portfolio Manager in the PMP Program, Alan works with retirees to discuss estate planning, retirement planning, risk management and financial planning.    

 He lives in Somers, NY, with his wife, Donna, and their two children.  He is an active contributor to the American Cancer Society and the Boys and Girls Club.

Prior to entering the financial services industry, Dominick was a member of the 1988 United States Olympic gymnastics team in Seoul, South Korea and the Team Capitan in 1992 in Barcelona, Spain.  Before joining UBS, he held advisory roles at Oppenheimer Inc. and Wachovia Securities LLC.  Dominick has worked in wealth management and advisory for 25 years.  As a Certified Financial Planner™, he develops comprehensive plans to acutely manage the intersection of pivotal life events and capital market cycles.

Dominick and his wife, Christy, currently reside in Monroe Township, NJ with his two children.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Raymond began his investment career in 1984 and has gained broad-based experience in the financial services industry serving the wealth management needs of affluent individuals, their families, non-profits, foundations, family offices and corporate retirement plans. He is one of the few advisors to be awarded the Retirement Plan Consultant designation, which identifies him as having the knowledge, skills, and experience to analyze, create, and consult on various defined benefit, defined contribution, and non-qualified benefit plans for our corporate and small business clientele. 

Raymond and his wife, Kathy, reside in Port Washington, New York and are the parents of three children.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

As a Certified Exit Planning Advisor (CEPA), Greg assists entrepreneurs in finding strategic options to build, transition or exit their businesses. His process begins with an in depth understanding of the client's business, financial and personal goals to develop a customized financial strategy.  In concert with his team of dedicated professionals, he is focused on collaborating across business divisions to deliver our firm's intellectual capital and expertise to help meet a client's needs. Greg has proven critical expertise in identifying middle markets and larger investment banking opportunities best suited to our clientele as well as other advanced liquidity solutions including exchange funds, ESOPs, structured solutions, and portfolio lending.

Greg and his wife, Brittany, reside in Irvington, NY.      

Tara began her professional career in 1994 at Prudential Securities as an Executive Administrative Assistant. She has been with UBS Financial Services since 2009; her responsibilities include gathering retirement plan level data, enrollment meeting preparation, and operational management for the team's clients.

Tara resides in Aberdeen, NJ with her husband and son.

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

Zach joined the Daybreak Financial Group in 2019 as a Associate. He has recieved the accredited Chartered Retirement Planning Counselor™ designation which allows him to focus on client centered problem solving to help define and create a road map for retirement. He also assists with investment research, client relations, marketing, and business development. Zach has obtained both his Series 7 and 66 securities licenses. 

Zach graduated from the University of Florida with a Bachelor of Finance. Outside of work, he enjoys spending time with family and traveling. He resides in Long Island, NY.

Registered States:
CA, CT, FL, MD, NJ, NY, PA, TX