As an advisor well-versed in serving high-net-worth and ultra-high-net-worth clientele, Jake creates bespoke wealth and investment strategies to address his client’s complex needs. Jake believes that successful client relationships start with an open and honest dialogue, so he can better understand his clients’ fundamental goals and values. This information helps him establish long-term relationships, which often span multiple generations. 

With over a decade in the industry, Jake takes a hands-on approach to building relationships with his clients. He forms customized investment and wealth strategies, leveraging his expertise in retirement planning, tax planning, estate planning, and investment management.

Jake's holistic approach to financial management has helped land him on the Barron's Top 1200 Financial Advisors list for 2025, as well as the Forbes' Top Next-Gen Wealth Advisors for 2024, along with many other accolages and awards*. He obtained his Bachelor's degree in economics from Rutgers-New Brunswick and also holds his FINRA Series 7 and 66 securities registrations.

*2025 Barron’s Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron’s based on the time period from Oct. 2023 – Sept. 2024 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes' Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research, LLC based on the tiem period from 3/31/23 - 3/31/24.  The Forbes' Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

CA Insurance License Number: 4416482. Resident State NJ.

Therese has over ten years of experience in the industry, where she has always enjoyed working on a variety of subjects with clients in a fast-paced environment. Her favorite part of being a Senior Registered Client Associate is getting to know her clients and helping them understand their finances to help reach their goals. She works in all areas of client personal wealth management and holds her FINRA Series 6, 7, 63 and 65 securities registrations.

Therese graduated with highest honors from Binghamton University. She is married with three grown children and two grandchildren. Outside work, she gives to charities such as Calvary Hospital in the Bronx and St. James Church. In her free time, she likes to ski and travel, as well as watch classic movies and tend to her annual flower garden while at home.

Paulo has worked for over 20 years in the financial sector. He always wanted to have a career where he could help others through their financial situations and is pleased to be a part of his clients’ journeys as they work to achieve their goals. He holds FINRA Series 7 and 66 securities registrations, as well as principal FINRA Series 9 and 10 securities registrations. 

Paulo earned his associate degree in business administration from Union College before attending Rutgers University. He is fluent in Portuguese, Spanish, and English, and was a former second Treasurer for the Portuguese Cultural Club in Harrison, New Jersey. He currently lives in North Arlington, New Jersey and enjoys fishing and trap shooting in his free time. He has two beautiful daughters, Emma and Olivia, and enjoys helping them with sports and cultural activities.

Leean has been working in the financial services industry for over three decades.  She is passionate about assisting clients as they navigate through their financial lives and finds it rewarding to see when planning initiatives make a positive impact on a client’s life.

Leean is a Certified Financial Planner^® professional.  She earned her Bachelor’s degree in marketing from Fairleigh Dickinson University, graduating magna cum laude.  She holds her FINRA Series 7, 63, and 65 securities registrations, as well has her NJ Life/Health Insurance licenses.  Outside of the office, she enjoys spending time with her husband and two daughters, loves hiking, running, tap dancing and spending time with her family and her dogs.

Craig brings over 20 years of industry experience to the team.  Craig's focus is on constructing customized solutions for both individuals and small businesses that aim to achieve financial planning goals while minimizing tax burden.  Prior to Craig's role at Wells Fargo Advisors, he was an Institutional Portfolio Manager at Morgan Stanley. Prior to Morgan Stanley, Craig held various roles in sales, trading and portfolio construction at Invesco, OppenheimerFunds, and Blackrock.

Craig graduated from Lafayette College with a bachelor's degree in economics and has been inducted into the international honor society in economics: Omicron Delta Epsilon.  Craig is a CFA^® and CAIA^® Charterholder.

Craig lives in New Jersey with his wife and two sons. He is an active member of his community working with his children's school and coaching basketball.