As Partner-in-Charge of Sax Wealth Advisors, Kyle Stawicki leads a talented team of wealth management and investment professionals dedicated to achieving their clients’ financial goals. In addition to developing staff, providing strategic direction for the firm and other key leadership roles, Kyle delivers the Sax client experience to a wide range of private clients, families and qualified retirement plans. With more than a decade of experience as a wealth advisor and retirement plan fiduciary, he specializes in finding the financial solutions that fit each client’s specific needs and circumstances.
Kyle is a graduate of Lehigh University and a Chartered Financial Consultant. Outside of the office, he is a fitness and sports enthusiast who enjoys Crossfit, triathlons, bike riding and golf.
Sabrina is a Portfolio Advisor at Sax Wealth Advisors and has a strong business background assisting high-net-worth clients, specializing in disciplined portfolio management, asset allocation, tax and estate planning and wealth plan implementation.
Prior to joining the firm, Sabrina was a Senior Financial Consultant at TD Ameritrade, working with high-net-worth clients and designing financial plans through a comprehensive wealth management process. She is focused on understanding each of her clients’ objectives, desired direction and ultimate destination and provides proactive insights, transparency and regular communication to stay on track and ensure success of each clients’ financial plan.
Sabrina earned a Bachelor of Science in Accounting and Finance from William Paterson University, and is currently enrolled in their M.B.A program. She additionally passed the Financial Industry Regulatory Authority (FINRA) Series 66 exam, and is a Certified Financial Planner™ candidate.
Outside of the office, Sabrina is a busy mommy of two adorable little girls. Her interests include spending time with her husband and children, yoga and traveling; she loves going to new places and trying new things.
Marie DeCaprio has been managing portfolios, developing financial plans, offering investment advice and providing other wealth management services for more than 27 years. She works with high-net-worth individuals, family-owned businesses and qualified retirement plans, offering comprehensive and highly customized services and strategic financial plans. In her role as partner, Marie leads initiatives to enhance the Sax client experience and develop the firm’s team of wealth advisors and portfolio managers.
Prior to joining Sax Wealth Advisors, Marie began her career at Prudential Investments before moving on to Citibank Private Bank and eventually founding MCD Advisors, LLC. She holds a Bachelor’s Degree in Economics from Rutgers University and an MBA in Finance from New York University Stern School of Business. Marie enjoys cooking in her free time, in between being a “dance mom” for her daughter and a spectator at her son’s diving competitions.
Greg Duffy is a seasoned financial professional with over 40 years of experience in the financial services industry including banking, insurance, and for the last 15 years, investment advisory and wealth management. Greg works primarily with individuals and families in designing and implementing comprehensive financial and investment plans with particular emphasis on retirement and estate planning.
In 2002, Greg founded Sterling Portfolio Management, LLC, and grew the firm to nearly $40MM of managed assets utilizing investment funds, and targeting factors that have tended to offer higher expected returns over time based on academic research.
Greg graduated from Trinity College in Hartford, CT with a Bachelor’s Degree in Philosophy and Economics. He also attended New York University Graduate Business School for a Degree in Finance.
Greg’s outside interests include skiing, golf, hiking and reading books in concert with his fellow Tuxedo Book Club members. He and his wife also plan to promote live organ donation awareness in support of organ transplantation, based on his wife’s experience as a live liver donor transplant recipient.
Guy is Head of the firm’s Pennington NJ office, and joined Sax Wealth Advisors in the 2017 acquisition of his wealth management firm, The GM Financial Group LLC where he was Founder and President.
Guy McPhail is a seasoned family and small business wealth advisor with over 25 years of experience providing financial solutions, including financial planning, discretionary portfolio management and proactive tax planning.
Guy has written a number of articles on financial planning, investments and income taxes and is co-author of the Amazon best-selling book, “Tax Breaks of the Rich and Famous” which discusses techniques on how small business owners can save on taxes.
Guy was leader of the New Jersey Society of CPA’s Financial Planning Interest Group, he consults and leads webinars at the New Jersey Small Business Development Center and is on the faculty of LawLine, where he informs attorneys on tax laws and other financial matters.
Guy is a Certified Financial Planner™ practitioner, and Certified Public Accountant/Personal Financial Specialist (CPA/PFS).
Click here to schedule a complimentary discovery meeting.
In the News
- Entrepreneur Magazine
- Fox Business
- The New Jersey Star Ledger
- New Jersey Life
- Mutual Fund Magazine
- New Jersey CPA Magazine
- Medical Economics
- Small Business Review
- FiLIfe in partnership with the Wall St. Journal
- Member, The National Association of Personal Advisors (NAPFA)
- Member, The New Jersey Society of Certified Public Accountants (NJSPCA)
- Member, The American Institute of Certified Public Accountants (AICPA)
- Member, Princeton Regional Chamber of Commerce
- Former Board Member, Pennington, NJ Economic Development Commission
- Former Board Member, Pennington Business and Professional Association (PBPA)
- Board Member, Friends of Alouette International
- Past Leader, The New Jersey Society of CPA’s Financial Planning Interest Group
Gregg Munn, Jr. has extensive wealth management advisory experience that includes financial planning, investment portfolio analysis and management, retirement planning, cash flow and budget management, strategic tax planning and preparation, trust and estate planning, and risk management with insurance planning.
Gregg earned a Bachelor of Science Degree in Accounting and Finance from Florida State University and Masters of Accountancy from North Florida. He is a Certified Financial Planner™ practitioner and Certified Public Accountant.
Gregg is a member of NAPFA (The National Association of Financial Advisors) and the NJCPA (The New Jersey Society of CPA’s). He is also a member of the Hunterdon County Chamber of Commerce in Flemington, NJ.
With more than 16 years of experience, Joseph Piela specializes in investing, insurance, financial planning and estate planning services for high-net-worth individuals, families and small businesses. At Sax Wealth Advisors, Joe partners with wealth advisors to enhance the client experience, perform ongoing portfolio management and rebalancing, and manage productive client relationships and new client onboarding.
Prior to joining Sax, Joe was an investment advisor at Allied Wealth Partners. A graduate of the University of Pennsylvania — The Wharton School, Joe holds his Bachelor’s Degree in Economics. He is a Certified Financial Planner™ practitioner and holds life, health and accident insurance licenses in multiple states.
As a father of two children under three, Joe’s current hobbies are changing diapers, cleaning bottles, reading Goodnight Moon and singing “The Itsy Bitsy Spider.”
As a Portfolio Advisor, Jeremy Rhen is experienced working with high-net-worth families, closely held businesses and employer retirement plans. From helping clients transition their accounts to assisting wealth advisors with portfolio rebalancing, Jeremy is actively involved in every stage of the Sax client experience. Prior to joining Sax Wealth Advisors in 2014, Jeremy was a mutual fund trading analyst at SEI Investments.
Jeremy is a Certified Financial Planner™ professional. He earned a Bachelor’s Degree from Bloomsburg University of Pennsylvania and holds his NASAA Series 65 License. Outside the office, he enjoys running, fishing and reading.