Team

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John co-founded The Wealth Advisory Group in March 2016 with a vision to create a boutique firm where personalized service and strategic guidance take center stage. With over three decades of experience in wealth management, John has built a reputation for delivering tailored solutions that reflect each client’s unique goals and priorities.

Before establishing the firm, John served as First Vice President of Investments and Regional Branch Manager at Capitol Securities Management for six years. His wealth management career began at Merrill Lynch, where he spent 13 years as a Senior Financial Advisor and earned recognition in the Winner’s Circle, Presidents Club, and Executive Club. John is a graduate of Merrill Lynch’s Professional Development Program and previously worked as an equities trader at Chase Investment Services. He holds FINRA Series 7, 63, 65, and 24 licenses, along with Life and Health Insurance credentials, and has earned the Chartered Retirement Planning Counselor and Certified Investment Manager designations from the College of Financial Planning.

As a lifelong Morris County resident, John combines deep local roots with a global perspective on wealth management. He focuses on developing disciplined investment strategies, asset allocation, and risk management solutions; all delivered with the personalized attention that defines a boutique advisory experience. John served on multiple nonprofit boards in Northern NJ.  He currently lives in Morris Township with his wife, Jacqueline, and their three children, Taylor, John Patrick, and Jack.

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Gregory joined The Wealth Advisory Group as a Partner in March of 2016. Prior to that, Gregory spent 6 years at Capitol Securities Management, Inc. as a First Vice President of Investments. Prior to that affiliation, Gregory was with Oppenheimer & Company, Smith Barney, Shearson Lehman Brothers, and other major wirehouses throughout his 40+ years in the securities brokerage industry. He obtained FINRA Series 7, 63, 65, and the General Securities and Options Supervisory Series 8 license, as well as his Life and Health Insurance professional licenses. Gregory primarily assists clients in developing financial and investment strategies and solutions. His responsibilities include asset allocation analysis, hedging, diversification strategies, and investment selection. Gregory and his wife, Susan, have two children, Tania and Gregory II, and reside in Northern New Jersey with their two rescue dogs and two cats.

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As a Client Relationship Associate and Office Manager at The Wealth Advisory Group, Tara plays a pivotal role in delivering the boutique-level service that defines our firm. Often the first point of contact, Tara ensures every client interaction is seamless, professional, and personalized. Her focus is on enhancing the client experience—providing the superior service and attention to detail that our clients expect and deserve.

Before joining our team, Tara served as Vice President of Sales at Hawk Graphics, Inc., where she developed a reputation for building strong client relationships and managing complex projects with precision. Her background in client service and operations translates perfectly to her role at The Wealth Advisory Group, where she oversees day-to-day office management and coordinates client communications. As a Licensed Life Insurance Specialist, Tara also assists clients with insurance planning, ensuring their protection strategies align with their overall wealth management goals.

A resident of Mendham, NJ, Tara is deeply rooted in her community and actively involved in her children’s school PTA. Outside of work, she enjoys skiing, karaoke, and gardening—pursuits that reflect her energetic and creative spirit. Tara’s dedication to client care and her ability to anticipate needs make her an invaluable part of our boutique advisory team.