Achieve your Financial Goals
with a Financial Professional

Brandon Kraus

Vice President

GreenUp Wealth Management

Brandon is a Certified Financial Planner™ professional and has been in the financial services industry advocating for clients by helping them reach their financial goals for over 15 years. Brandon focuses on the financial planning process to help clients plan for and thrive in retirement allowing them to enjoy the lifestyle they deserve during these incredible years.

Michael Schwartz

Financial Advisor

Schwartz Financial

Michael Schwartz founded Schwartz Financial Services in 1984 after only 7 years in the financial services industry. He continues to be dedicated in creating, growing, managing and preserving the wealth of his clients for over 30 years. Advisees ranging from professionals and executives to self-employed businessmen and families rely on Michael to develop financial strategies for Retirement Planning, Retirement Distribution Planning, Tax and College Funding. Also has a Tax and Exit Planning Practice. Since losing his father at the age of 7, Michael learned early in life the need to be prepared for events that appear without warning. This has given him a solid grounding in helping others focus on preparation for life’s sometimes catastrophic situations. A strong client relationship is Michael’s forte. He excels at developing unique, customized approaches for his clients; strategically crafting a plan for each client based on individual values, objectives and goals. Michael has successfully completed the requirements to become a Registered Financial Consultant (RFC), Certified Wealth Strategist (CWS) and a Certified Funds Specialist (CFS) and stays currentwith the continuing education requirements for each designation. A resident of Holland, PA, Michael devotes his free time to his wife and two children; and enjoys a wide range of sports and recreational activities.

Adam Funk

Financial Planner

Savings Coach LLC

Adam Funk CFP has been serving new investors as the Savings Coach for 20 years. He has been helping people open new investment accounts as it is behavior that is most important in building wealth. The younger you can start saving and investing, then the quicker those investments can begin compounding and growing for you.

Michael Stamos

Wealth Advisor

MJP Wealth Advisors

Michael Stamos, Wealth Advisor at MJP Wealth Advisors, has been with the firm since 2015. He works closely with our wealth advisory team, taking a comprehensive approach to our clients’ financial planning and portfolio management needs and working to build personal connections with his clients. Michael is an Investment Advisor Representative and holds Series 6, 63, and 65 securities registrations, as well as a life and health insurance license. He graduated from the University of Connecticut with a Bachelor of Arts in economics and later obtained an MBA in international business from the University of Birmingham in England. Prior to joining MJP, Michael worked at Lindberg and Ripple for 10 years as a key member of its wealth management team. Michael lives in Canton, CT with his wife, Artemis, and their two daughters. Outside of the office, he enjoys sports, outdoor activities with his family, and volunteering with several community organizations.

Steven Sivak

Founder

Innovate Wealth

Hello, I'm Steve. After 10 years with large Wall Street firms I decided I didn't like the way they business. Ever felt like you were just a number, paying too much in fees, getting sold stuff you didn't need... well you were right! I created a company to fix it.

Hugo Carvajal

Financial Planner

Mass Mutual

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I have been in the financial services industry since graduating from Boston University in 2008. I started his practice working with teachers in the 403(b) retirement space and built a business-to-business networking group that today has over 30 members. In 2015, I was given the opportunity to go into sales management with the firm. Not only am I coach for individuals and business owners but a coach for other financial advisors, helping them take their practice to the next level. Today, train, coach, and recruit new and experienced advisors to join his team—managing an office of 25 plus advisors out of Secaucus, NJ while actively maintaining his membership in the National Association of Insurance and Financial Advisors (NAIFA) and General Agents and Managers Association (GAMA) International. I grew up in Union City, NJ and now live in Woodland Park, NJ with my wife Griselle, daughters Adriana and Catalina, and dog Bria. During his off time, I support the Latinas in STEM organization and serve as treasurer, volunteer, and coach with the St. Michaels Basketball Association. Additionally, I am actively involved with the Hudson Catholic Regional High School Alumni Association.