About Wayne
With more than twenty years of experience in personal wealth management, Wayne advises individuals, families, estates, and small business owners on a range of financial, investment, and tax matters. His primary objective is to understand both the financial and personal goals of each client while developing ongoing strategies appropriate to those goals and current market conditions.
When he is not in the office, Wayne is active in his community. He volunteers for Special Olympics and is a founding board member and treasurer of Talisman Therapeutic Riding, Inc. He also enjoys spending time with his family and is an avid photographer.
Education and Professional Milestones
- Pace University – Master of Business Administration
- Former President of Triton Wealth Management, a firm he founded in 2001
- Member of the Financial Planning Association (FPA) and the Institute for Divorce Financial Analysts (IDFA)
With more than twenty years of experience in personal wealth management, Wayne advises individuals, families, estates, and small business owners on a range of financial, investment, and tax matters. His primary objective is to understand both the financial and personal goals of each client while developing ongoing strategies appropriate to those goals and current market conditions.
When he is not in the office, Wayne is active in his community. He volunteers for Special Olympics and is a founding board member and treasurer of Talisman Therapeutic Riding, Inc. He also enjoys spending time with his family and is an avid photographer.
Education and Professional Milestones
- Pace University – Master of Business Administration
- Former President of Triton Wealth Management, a firm he founded in 2001
- Member of the Financial Planning Association (FPA) and the Institute for Divorce Financial Analysts (IDFA)