Professional Bio:

Jared began his career in financial services in 2001, and built a successful practice while achieving many accolades over the many years that followed. After realizing that his current firm was not providing the absolute best of what was out there, Jared knew he could not be complacent and spend the rest of career being simply “good-enough” to his many clients. So, in order to create the best of what he believed was out there, Jared built and created Onyx Bridge Wealth Group, which launched in February of 2020. In addition, he currently serves as a board member for the Englewood Health Foundation.

Education:

Graduated University of Maryland 2000.

Get to Know:

When not focused on work, Jared loves spending time with his family, especially watching his children participate in their numerous sporting events. His hobbies include golf, fitness, and a newfound enjoyment of pickleball. He’s an avid fan of the NY Jets Rangers and Yankees, and hopes any of those teams will deliver a championship sometime during his lifetime! Jared has been married to his beautiful wife, Stefanie, since 2006 and together they reside in Palisades, NY along with their two children, Harrison and Ava, and their mini-golden doodle, Zuke.

Shareholder-EagleStone Tax & Wealth Advisors Tarun is the President & Chief Compliance Officer for EagleStone Tax & Wealth Advisors. As President, Tarun oversees the firm’s operations and business practices. As CCO, Tarun manages the firm’s compliance program and requirements as they pertain to the SEC & FINRA and monitors ongoing regulatory developments in the industry. Tarun also acts as the informal in-house counsel to EagleStone Tax & Wealth Advisors, assisting with document/agreement preparation, document review and other legal matters. Tarun holds a FINRA Series 65 license. Before joining EagleStone, Tarun was CEO of Outsource Compliance Resources, LLC (“OCR”), a SEC/FINRA Compliance consulting and technology/operations consulting firm. Previous posts held by Tarun include Financial Analyst and Chief Compliance Officer with R&M Wealth Management Services, LLC and Due Diligence Analyst at H. Beck, Inc, in Rockville, MD. Tarun was raised and educated in New York. He attended Bronx High School of Science, graduated cum laude with a BS degree in Psychology from City University of New York (CUNY) – Brooklyn College, and earned a dual JD/MBA from Fordham University. Tarun lives in Olney, MD with his wife and daughter.

Professional Bio:

Matthew Missimer was born in Pennsylvania and currently resides near Salt Lake City, Utah with his wife Shannon, their three children and their Irish Doodle, Dublin.

Education:

Bachelor of Science: St. Joseph’s University
Major: Finance
The American College: CLU®, ChFC®

Get to Know:

Over the last 3 years, Matthew and his family have been traveling on and off in an RV and spent time in 36 states.  Although settled in Utah, they love to travel to Costa Rica and believe perspective is fueled by new experiences.

Professional Bio:

Susy has been working in the Financial Industry for 17 years beginning her career at a top producing practice at Ameriprise. She became a licensed paraplanner shortly thereafter having obtained the Series 7, Series 66, and Life Accident and Health Insurance licenses. In addition to her roles in the practice, she also participated extensively in the experienced advisor recruit program as an on-site field expert. As part of the EAR program, Susana directed and assisted new recruit on-boardings all over the country working directly with 50+ advisors. In that time, she also trained new advisors, recruits, as well as licensed and non-licensed employees in various practices.

Education:

Susy graduated in 2006 from Binghamton University cum laude with a Bachelor’s degree in Latin American and Caribbean Studies and a minor in Spanish.

Get to Know:

Susy enjoys spending quality time with her husband and toddler daughter and loves hiking and just being outside in nature as much as possible.

Professional Bio:

Brandon spent time as an advisor with Merrill Lynch and Morgan Stanley and in October of 2023, Brandon moved his practice to Onyx Bridge Wealth Group.

Brandon is dedicated to the growth of the practice where he focuses on relationship management, wealth planning and investment advising. He brings a wealth of industry knowledge which he utilizes to provide tailored advice to high net worth clients in order to exceed their long-term financial goals.

Brandon was born in Massachusetts, grew up in Florida and now resides in New York City.

Education:

Brandon graduated from Denison University with a degree in Economics, where he was a four-year member of the varsity football team.

Get to Know:

In his free time Brandon enjoys golfing, running, skiing and spending time with friends and family.

Professional Bio:

Stephanie began her career in 1994 working as an Accounting Assistant for a ship repair company. In 2005, she decided to stay in the financial industry but shift gears away from Accounting and into Financial Services. She worked for a small Broker-Dealer/RIA as an Operations Manager and a Branch Manager for over 13 years. Stephanie joined Onyx Bridge Wealth Group in December 2020 as the Director of Operations.

Education:

Stephanie holds her Series 65 securities licenses as well as the California Life & Health license.

Get to Know:

Stephanie was born and raised in San Francisco and moved to San Diego in 1989. Outside of work, she enjoys spending her free time with her three adult children. Her hobbies include reading, hiking and attending concerts.

Professional Bio

Cindy started her career as a Private Wealth Manager which gives her a unique perspective when approaching the regulatory needs of the firm. She is most passionate about financial education to the public and the fiduciary standard of always putting the client first.

Education

She earned a Bachelor of Business Administration with a specialty in personal financial planning from the University of Houston and her MBA in Finance from Rice University.

Get To Know

In her free time, Cindy loves to go backpacking in the beautiful U.S. National Parks.

PROFESSIONAL BIO:

Chris Shuba is the Founder and CEO of Helios Quantitative Research, an Insourced Chief Investment Officer (ICIO/OCIO) firm helping financial advisors deliver top-tier asset management, enhance efficiency, and boost profitability. Founded in 2016, Helios supports over 500 advisors managing $30 billion in assets, leveraging AI-driven investment models and productivity-enhancing technology. Previously, Chris was a Senior Quant Analyst at Columbia Threadneedle and CIO of WGG Wealth Partners.

EDUCATION:

He holds a BS in Business Finance with a Law minor from the University of St. Thomas.

GET TO KNOW:

Chris lives near Sacramento, CA, with his wife and two children.

Professional Bio:

My working career has expanded several decades including working for Mass Mutual in their Group Life office in Manhattan upon my graduation from Taylor Business Institute in New York City; then on to working for the Chairman of the Board of a Yonkers, N.Y. sugar refinery (home based in London England) for 12 years; followed by being a Legal Assistant for 18 years working for a family-run law firm specializing in Matrimonial/Family Law/Custody.

Education:

Graduated from Yonkers High School after which I attended Taylor Business Institute in Manhattan graduating in 1969.

Get to Know:

My beloved and I live in a quiet community in Connecticut where we enjoy e-biking, hiking, time at the beach and vacationing wherever and whenever we can.

Professional Bio:

Ann Clark has over 25 years of experience in the Financial Services industry, specializing in Client services and administration. Ann joined Onyx Bridge in 2017 after previously working at Barnum Financial Group, US Trust Co of NY,  Chase and TIAA-CREF. She is passionate about educating clients and assisting them in reaching their financial goals.

Education:

Ann graduated with a BA from Smith College (Northampton, MA).

Get to Know:

Ann was born and raised in Eastchester, NY, where she currently resides with her husband and golden retriever.  In her free time, Ann loves to hike, swim, read, and spend time with her family.

Professional Bio:

Denise serves as a Client Services Associate.  She has been in the financial services industry since 1986.  Her responsibilities include processing all client inquiries on their accounts as well as daily account maintenance, new client onboarding, preparing quarterly performance reports and scheduling appointments and meetings.

Education:

Earned a Bachelor’s Degree in Business Administration & Management from Iona University.

Get to Know:

Denise enjoys spending time with her two adult children.

Olac Pallan joined EagleStone Tax & Wealth Advisors as Director of Portfolio Management in our Wealth Management division in March 2023. Mr. Pallan serves as the team leader and client relationship manager in all aspects of Eaglestone’s Wealth Management practice. In addition, Olac is an integral member of EagleStone’s Investment Committee.

Olac is responsible for oversight of client portfolios to ensure alignment with our asset management philosophy. He advises clients in determining strategies to meet financial objectives, and communicates with clients regarding portfolio performance, overall market commentary and customized recommendations for each client’s goals. Mr. Pallan joined EagleStone with more than 18 years of experience in the financial services industry, most recently working with Deutsche Bank, New York, NY, where he served as Lead Portfolio Manager for Latin American offshore clients. Olac is an experienced, client-focused portfolio manager, and has broad and deep expertise in fixed income and equities, industry analysis, alternative investment options, debt capital markets, and deal negotiations. His career includes roles with several notable institutions including JP Morgan, Royal Bank of Canada, Martin Capital Group, Merrill Lynch, Citibank, and Credit Suisse. Olac holds FINRA Series 7, 63, and 65 licenses. Mr. Pallan earned a Master of Arts in Applied Economics from New York University, and Bachelor of Arts in Economics from Instituto Tecnológico Autonómo de México. Olac is married with two children and recently located to the Washington, DC area from New York City.

Daniel Reeves (DJ) joined EagleStone’s wealth management team in 2021. As a financial analyst, DJ works on process improvement and ensuring an exceptional client experience. He has earned an SIE® (Securities Industry Essentials®) certification and holds a Series 7 license. Prior to EagleStone, DJ worked for the University of Maryland Division of Student Affairs – Office of Development & External Relations, and the Bethesda Soccer Club.

DJ received a Bachelor of Arts in Economics from the University of Maryland. While at University of Maryland, DJ was a member of the Terrapins’ Division 1 Men’s Soccer Team for four years, as well as a member of the Student Athlete Advisory Committee. He credits his years as a student athlete with teaching him the importance of organization and time management in the achievement of goals.

DJ lived in Dallas, TX, and then moved to Maryland at the age of eight. He currently resides in Baltimore. In his free time, DJ remains a committed soccer player and fan. He also enjoys a daily run with his dog, an Australian Shepherd named Jazz.

Professional Bio:

Jennifer has been in the financial services industry since 1988.  She works with clients, custodians and various stakeholders including Accountants, Third Party Administrators and Actuaries to help implement retirement plans. Jennifer focuses on employee education, onboarding and investment reviews as well as assists with retirement plan administration to ensure goals and compliance requirements are met.

Education:

Earned a Bachelor of Business Administration from Bernard M. Baruch College, City University of New York.

Get to Know:

Jennifer and her husband have two children and two rescue dogs.  She enjoys going to concerts and the beach with her husband.

PROFESSIONAL BIO:

Nancy Tolli brings over three decades of experience in the financial industry, having started her career in 1991. Nancy holds several key industry certifications, including her Series 7, Series 65, Series 9, and Series 10 licenses, showcasing her expertise in both investment strategies and leadership. Her extensive experience with firms such as Prudential Securities, Paine Webber (now UBS), Morgan Stanley, and Fidelity Investments equips her to deliver thoughtful and strategic guidance, empowering clients to confidently pursue their financial objectives.

EDUCATION:

A graduate of Iona College with a Bachelor of Business Administration in Accounting, Nancy has developed a deep understanding of financial markets and client needs through her tenure at some of the most respected firms in the industry.

GET TO KNOW:

Nancy resides in Yonkers, New York, enjoying the balance of her professional life with her personal interests. She is a devoted dog owner to her canine companion, Nina, who adds joy and companionship to her busy life.

Professional Bio:

After college, I worked in marketing and production for two different book publishers. In 2001 I moved to Chicago and worked as a Veterinary Assistant in a clinic specializing in exotic animals. Returning to NY in 2011.

Education:

Manhattan College, graduated 1994 with a degree in English and Education.

Get To Know:

I enjoy my dog Jack and cat Squirt as well as square dancing.

Professional Bio:

Owen is a dedicated Private Wealth Advisor with over seven years of experience in the financial services industry. He began his journey at Northwestern Mutual in 2017 before advancing his career with Creative Financial Group. Today, Owen brings his knowledge and personalized approach to Onyx Bridge Wealth Group, where he delivers customized financial strategies designed to help his clients achieve their unique goals.

Education:

He earned his degree in Business Management with a concentration in Accounting and Finance from Washington College, where he played on the Men’s Lacrosse Team and was honored with the Charlie Maloney Award during his senior year. He has furthered his professional development by earning the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations through the American College of Financial Services.

Get to Know:

In his free time, Owen enjoys golfing, skiing, and spending quality moments with family and friends. A passionate lacrosse fan, he never misses the chance to watch a game.

Professional Bio:

Clients depend on Jay to manage their family financial planning, growth and liquidity matters, and they rely on his direction when facing sudden wealth acquisition, partner disputes, buyouts, business sales, divorces, retirement or death in the family.  His wide-ranging expertise and his multiple licenses and certifications allow him not only to focus on transaction details but also to keep a vigilant eye on every client’s financial big picture.

Jay was the managing member of JRF Asset Advisors LLC from 1988 through 2023, wherein his firm recently merged into Onyx Bridge Wealth Group.  Jay serves as an independent investment advisor and oversees more than $250 million in client assets.  He holds numerous FINRA securities licenses, including Series 7, 24, 27, 63 and 65, and a Life, Accident and Health license.  Jay is a Certified Financial Planner, Certified Public Accountant and a Certified Divorce Financial Analyst.  He also has his Certificate in Blockchain and Digital Assets.

As an industry thought leader, Jay has contributed articles to or been quoted in publications including Private Wealth Magazine, The Washington Post, Journal of Accountancy, CFA Magazine, The CPA Journal and Divorce Magazine’s blog.  He has been featured in Medical Economics Magazine for his work as a financial advisor for medical professionals in the country and has been recognized by Reuters Advisor Point.  Jay has also been called to testify as a financial expert witness in several business and divorce litigation proceedings.

Previously, Jay was a partner at Janover LLC, a Top 200 accounting and tax firm, from 1998 – 2022.  He was also a financial consultant at Shearson Lehman, and he began his career at Deloitte & Touche.

Education:

He received his Master of Business Administration degree in Finance from New York University and his Bachelor of Science degree in Accounting from the State University of New York, Albany.

Get to Know:

Jay and his wife lived in New York City before relocating to Florida last year.  They have two grown children. Jay has served on several boards – including – INAA, a global association of independent accounting firms, HOBY – Hugh O’Brian Youth Leadership and has served as Treasurer on three residential property boards.

Jay has been a judge for the New York University Stern School of Business $300,000 Entrepreneurs Challenge for the past ten years.  An avid runner, Jay has completed four New York City Marathons (including the 2022 marathon, with both of his children), the NYC Triathlon (swimming down the Hudson) and a Tough Mudder. He also enjoys pickleball, tennis, skiing and travel.

Professional Bio:

Get to Know:

Outside of his professional life, Rich hosts the EnRich Your Life Podcast, where he shares practical financial strategies to help listeners achieve their goals.

When he’s not behind the mic or advising clients, Rich enjoys traveling with his wife, Jammie, perfecting homemade pizza in his outdoor oven, and golfing with his son, Henry. He also loves daily walks with his dogs, Hanna and Paulie, and unwinding with murder mystery shows.

Whether guiding clients, exploring the world, or crafting the perfect pizza, Rich brings energy, passion, and a touch of fun to everything he does.

Professional Bio:

Joseph has been in the Financial Industry for 19+ years.  Joe is on a mission to Coach clients with their finances and life goals.  He takes great pride in educating his clients so they can make sound decisions together.  Joe tailors a personal comprehensive financial plan, so his clients might maximize their financial potential and achieve optimum success in their life goals.  He is known for providing highly personalized advice and has won several awards for great service and insurance sales.

Education:

Joe graduated from Mercy College in May 2005 with a degree in Health Science.  He also studied at the University of Buffalo and Suny Delhi.  In addition, he holds Series 7, Series 66 and Life/Disability and Long-term Care insurance Licenses as well as the CRPC designation which is the Chartered Retirement Planning Counselor.

Get to Know:

Joe is passionate about coaching softball and weightlifting.  In his free time he loves spending time with his family.

Professional Bio:

Paul recognized early the challenges and uncertainty that folks face as they progress in life.  He has tailored his practice to focus on these issues, which include wealth accumulation and management, conservation of assets, proper and timely distribution, income taxation, estate planning and preservation, charitable gifting, among other things.  He is uniquely positioned to assist in these areas, and he is constantly devoting many hours of study and research to stay on top of all the changes.

Education:

Earned a BA In Communications from the University of Knoxville.

Get to Know:

He proudly served as a pilot, amassing more than 1700 hours in the Air Force, with more than 100 combat hours in three different areas of conflict, Desert Shield/Desert Storm; Mogadishu, Somalia; and the besieged Sarajevo.  For his service and dedication, he was awarded the Aerial Achievement Medal.

Kevin Moody joined the EagleStone team in January 2022. As a Senior Wealth Advisor, Kevin assists existing and new clients with financial planning, investment management, and long-term goal attainment. As an Accredited Investment Fiduciary (AIF), he is a key member in aiding our clients with making the most of their resources. Kevin joined the EagleStone team from Bank of America Merrill Lynch where he spent several years advising clients on goals-based, outcome-driven planning solutions. Prior to this he was with JP Morgan Chase where he spent his time assisting clients in a variety of facets of their mortgage needs. Kevin holds FINRA Series 7 and 66 licenses. Kevin was born and raised in Phoenix, AZ, and moved to Maryland in 2017. He attended Arizona State University, where he earned a bachelor’s degree in History and Education. A lifelong athlete, Kevin played club hockey in high school, and continues to this day, along with rounds of golf and hiking when he can. Kevin is married and a father to two wonderful girls. Fun fact: he has a twin brother in Arizona who is also a father of two girls!

Professional Bio:

Dan has been a financial professional since he graduated college. It is the only career he has ever had.

Education:

Suny Binghamton BA in Biology and Economics 1997

Get to Know:

Volunteer fireman for Ardsley Engine Company.  Married to Deirdre, 2 kids Aran and Ryan and Dan loves to snowboard and golf.

Professional Bio:

David brings over 25 years of financial services experience to his clients. David focuses on helping individuals, families, foundations, and non-profit clients achieve their goals through the management, preservation, and growth of their assets.

David believes the underpinning of success is a well-developed plan that melds philanthropic, financial and legacy objectives, and ties them to all aspects of his clients’ lives. His hands-on approach ensures he is available to help with client’s changing needs and goals. His succinct service model focuses on three simple principles; Educate, Incorporate and Communicate. He strives to keep clients educated about their investments, informed about the factors that influence their lives, and fully involved in the decision-making process for their portfolios.

Education:

David holds the Chartered Advisor in Philanthropy® (CAP®) and Chartered Retirement Planning Counselor (CRPC®) designations.

Get to Know:

David believes a balanced life is the essence of happiness. He is dedicated to helping his community through his involvement in various non-profit organizations, including 100 Donors which he Co-founded. He has been blessed with two daughters and two sons, and in his spare time he enjoys playing golf and hockey, cooking for his family and playing guitar.

Professional Bio:

Jason’s more than 25 years of expertise have not only enabled early retirements but have also enriched lives, ensuring a better quality of life for countless families. Jason’s dedication doesn’t stop at financial success; it’s about making a meaningful difference.

Get to Know:

Jason takes pride in serving his community through his commitment as a Rotarian and enjoys spending time with his four boys playing basketball, football, tennis, snowboarding, fishing, and restoring classic cars. Jason still plays softball and loves being in the hot corner and batting clean-up.

Professional Bio:

Through the lens of quantitative analytics, Jeremy brings an objective frame of reference through which his clients can view the complexities of the markets with a sense of understanding. He helps guide his clients toward their goals through investment consulting and detailed financial planning.

Education:

Jeremy graduated with his Bachelor of Business Administration in Finance in 2014. In 2021 he earned a Bachelor of Art in Philosophy with a specialty in formal logic and critical thinking. In 2024, he graduated with his Master of Arts in Philosophy from the University of Houston with a focus in formal logic, critical thinking and artificial intelligence.

Get to Know:

In his free time Jeremy enjoys backpacking in the mountains and spending time with his wife and three wonderful children.

Professional Bio:

Nick joined Onyx Bridge Wealth Group in 2022 after a 17 year career at Morgan Stanley Wealth Management and a 20 year career at one of America’s premier fine wine shops where he served as the company’s General Manager.

While at Morgan Stanley Nick was named a Portfolio Manager, Senior Portfolio Manager and finally a Portfolio Management Director within the Wealth Management division.

Education:

Nick holds the General Securities Representative license (Series 7), the Uniform Combined State Law Examination (Series 66), the National Commodities Futures Exam (Series 3), and the Futures Managed Funds Exam (Series 31).

Get to Know:

Nick and his wife live in White Plains, NY and enjoy playing golf, going on walks and spending time with their many nieces and nephews.

Professional Bio:

Al has 25 Years Experience in the Petroleum Industry.  He started his career with Mobil Oil for 8 years.  He is originally from Boston, but moved to New York in 1980.  Al currently resides in Mamaroneck, NY with his wife Rosalie and his daughter, Melissa Star.  Al currently serves as the Brother of Phi Gamma Pi Fraternity at Northeastern University and is a Past President of Mamaroneck Chamber of Commerce.

Education:

1978—Magna Cum Laude—Salem State College—BS—Business Administration
1983—MBA—Fordham University—Gabelli School of Business
2014—Chartered Retirement Planning Counselor

Get to Know:

I am a lifelong Red Sox and Patriots fanatic.

Professional Bio:

Ray is a dedicated financial advisor with two years of experience in the financial services industry. After earning his degree in Finance from Cabrini University in 2021, Ray began his career as an advisor Creative Financial Group with a focus on holistic financial planning. Inspired by firsthand experiences of the value that preparation and planning bring to securing the future, Ray is passionate about understanding his clients’ needs and helping individuals and families build wealth, navigate the complexities of the financial landscape, and achieve their unique financial and lifetime goals.

Education:

Get to Know: