Meet The Team

Dan has been a leader in the financial services industry for over 15 years. He brings his clients, both individuals and business owners, through a dynamic process designed to help eliminate threats and create tailored strategies to maximize wealth potential. He consistently strives to help them achieve their goals in a more efficient and effective manner. Dan is most proud of the Tempus team that he helped to create. He is a mentor and a teacher, guiding associates so that they can make a powerful impact on the lives of their clients.

Dan lives in Bergen County, NJ with his wife, Nicki, his children, Henry and Alex and dog Archer. Dan is an avid music lover, a movie buff and has a love/hate relationship with the sport of golf.

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Craig believes in taking both an offensive and defensive approach to developing and protecting wealth. He helps his clients build maximum wealth potential while simultaneously protecting against major facets of life such as taxes, inflation, lawsuits, death and disability.

Craig has been in the financial services industry since 1997, beginning as an analyst with JP Morgan Chase. From there he spent a few years as an equity trader where the lack of intimate and long-standing client relationships led him to move to the personal planning side of finance. He joined Strategies for Wealth, an affiliate of Tempus Financial Group in 2004.

Craig graduated from Princeton University in 1997 where he was a member of the varsity lacrosse team. He won 3 NCAA National Championships and was named All-Ivy-League player. In his spare time Craig loves coaching lacrosse, playing golf and poker, and spending time with his wife and 3 children. He currently resides in Westchester County.

Originally from Long Island NY, Rob graduated from the University of Florida with a Bachelor's degree in Finance and a Master's degree in International Business. Rob’s mission is to guide his clients and alleviate the financial pressures that emerge when starting and growing a family. Rob also works with small and medium sized businesses, providing creative solutions to minimize taxes and maximize savings.

He currently resides in Brooklyn with his family. He enjoys running, building magnatile houses with his kids, playing fetch at Prospect Park with his dog, and exploring new restaurants and travel destinations with his wife.

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Kevin has worked in the financial services industry since 2014, having spent most of his career as a wholesaler, where he educated financial advisors on various investment vehicles, the markets, and behavioral finance. As Tempus’ Director of Investments, Kevin is responsible for developing and implementing customized investment strategies and management for the firm’s clients.

Originally from the Philadelphia area, Kevin graduated from Temple University, where he studied finance. He currently resides in the Philadelphia suburbs with his wife, Ryann, children Quinn and Patrick, and dog, Gus. In his spare time, Kevin enjoys spending time with friends and family, live music, golfing, and cheering on his Philadelphia teams.

Ryan has over 20 years’ experience in the Financial Services industry. After nearly a decade as a corporate bond broker in NYC, Ryan joined Tempus to help families—like his own—better understand their overall financial situation. Ryan is passionate about helping his clients accomplish their personal and financial goals by implementing unique strategies that instill confidence and clarity which eliminates risk and allows them to maximize their wealth through organization, savings, protection and growth strategies.

Ryan also works with many small business owners to better understand how to retain and attract top talent by providing the best possible benefits to their employees plus unique strategies for tax mitigation and retirement solutions for business owners.   

Ryan graduated from the University of Maryland, and currently lives in Lloyd Harbor, NY with his wife, Hadley, and his dream golf foursome: his boys, Brecken, Warner and Cainen. Ryan is passionate about cars, golf, craft beer, spending time with friends and family. Ryan enjoys being a part of his community as a member of the Cold Spring Harbor Labs Advisory Board.

Greg joined the financial services industry after graduating from the University of Miami in 2012. His mission was, and still is, to help individuals and families get in a better position both personally, professionally, and financially.

With over 10 years in the business, Greg specializes in having uncommon conversations with his clients to help provide financial peace of mind to everyone he meets. With a specific focus on cash flow management, savings strategies, wealth accumulation and asset allocation, his clients have begun to plan for the future and have greater opportunity to achieve financial success.

Residing in Manhattan, Greg is a sports enthusiast, enjoys trying new restaurants and spending time with his dog, family, and friends.

Pete has been a financial advisor since 2006. He began his career at Independence Planning Group outside Philadelphia. While there, he built his practice advising medical and dental professionals. In 2013, he moved his practice to New York to be closer to home and his family.

Today, Pete works with clients across the country helping them make informed decisions around growing and protecting their wealth. Pete works extensively with physicians, routinely lecturing to medical groups and providing financial literacy content to residency and fellowship programs. He has published several articles in medical periodicals on financial planning. Pete Joined Tempus in 2019 to enhance the scope of holistic financial services available to his clients and to provide his clients with the best possible customer service experience. Pete received his B.A. from Gettysburg College, where he was a contributing writer to the Gettysburgian, book editor and a member of the student senate. He currently resides in Brooklyn, NY.

Tim began his career in the financial services industry in 2015 at T. Rowe Price and joined Tempus Financial Group in 2017.

Tim is fueled by providing value to his clients on an ongoing basis. His primary goal is to educate his clients on what it means to be optimal in the vital areas of financial planning so that they can achieve maximum success. Tim enjoys creating long-lasting relationships with his clients based on trust, service, and support.

Tim lives in Brooklyn, NY, with his fiancé and dog and works out of our downtown office in Manhattan's Financial District. In his free time, you'll find Tim hiking in the Catskills, running on the streets of Williamsburg, and grilling in his backyard on his Big Green Egg.

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Chris joined Strategies for Wealth in 2009 to leverage his prior investment planning experience at Merrill Lynch and offer his clients a comprehensive plan that provides security and confidence.

In 2022, he joined Tempus, an affiliate of Strategies for Wealth, to further enhance holistic planning and client servicing. Chris specializes in advising medical professionals and enjoys his work helping physicians and dentists make intelligent and informed financial decisions throughout their careers: from residency through retirement.

Chris believes the first step in the planning process is income protection. He frequently lectures on the importance of balanced financial planning at over 50 hospitals throughout the U.S. and has been consistently recognized for his work in this area with various industry awards.

Chris enjoys exploring new cities, playing chess in Washington Square Park, and updating his ever-evolving list of the best burgers and pizza in NYC. He lives on the Upper West Side in Manhattan, NY.

Jordan graduated on the Dean’s List with Cum Laude honor from Baruch College with a Bachelor of Business Administration in Marketing Management. Jordan has a passion for helping those around him in making their financial decisions, as he found through his internships in the financial professional space how impactful a financial professional can be in the lives of whom they come in contact with. Jordan, along with his team at Tempus, is excited to build helpful and lasting relationships with the people around him, helping them with financial strategies and protection that will ensure their families are secure and satisfied for years to come.

Jordan is a native New Yorker and currently resides on the Upper West Side with his wife, Carlie. In his spare time, he enjoys playing golf, and is an avid sports fan, passionately rooting for – the New York Giants, Yankees, Knicks, and Rangers.

Heather plays a vital role for Tempus Financial Group in that she ensures everything behind the scenes runs smoothly. She is responsible for making sure the details are taken care of so that every member of the team can focus on helping their clients.

Heather is originally from Pleasantville, NY and graduated from SUNY Cortland with a BA in International Studies. She is an avid reader, loves to travel and enjoys photography, printmaking, and painting.

Cris's primary role is to ensure that every client of Tempus Financial Group receives an exemplary experience. This includes the onboarding of new clients as well as the continuing service of existing clients.

Cris lives in Westchester with her husband and her adorable cat. She has 2 grown children. One who is currently pursuing his Ph.D. She likes to work out, go on bike rides and loves to garden. She is also an avid sports fan and loves cheering for the NY Giants.

Yareli is from Amsterdam, NY, and graduated magna cum laude from Union College in Schenectady. She is a member of the New York Choral Society and enjoys reading, writing, and spending plenty of time outdoors with her dog Apollo.

After graduating from the University of Michigan with a degree in economics, Matt knew that he wished to pursue a career in the financial services industry. Inspired by his parents who both made careers in public service, and their generosity and desire to help others, Matt joined Tempus in order to provide that same value to his clients. Matt and his team at Tempus are determined to understand their clients’ unique needs in order to develop a plan that will ensure that they and their families have the financial security to realize their life goals and desires.

Matt currently resides in Manhattan’s Upper West Side, where he was born and raised. In his spare time, he enjoys playing golf and basketball and is a die-hard fan of the New York Mets, Knicks, Rangers, and Jets.

Julian graduated from Cornell University with a bachelor’s degree in a dual major of applied economics and management and policy analysis and management, with a concentration in finance. Julian also competed for the Big Red as a member of the Division 1 wrestling team and sprint football team. Prior to graduating, Julian interned for several wealth management firms and investment advisors in different roles.

Julian has had a lifelong passion for wealth accumulation and loves helping his clients achieve financial independence through a wholistic planning approach. Julian believes that in a complicated economic landscape the best defense is a good offense, and a proactive approach towards wealth accumulation and protection is the best strategy in order to help individuals and businesses achieve their goals.

Outside of the office Julian enjoys golf, Cooking, fitness, snowboarding, surfing, spending time outdoors, MTG, traveling, spending time with friends and family, and all things competitive.

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Tyler is a first-generation college student in his family, graduating Summa Cum Laude from Boston College in 2022. Tyler’s passion for working with others and helping them attain their financial goals is evident by his choice to major in Finance and Leadership during his studies at BC. Outside of the classroom, Tyler spent most of his time directing leadership programs on campus where he was able to improve his personal and professional leadership skills while developing many meaningful relationships with those around him. It was experiences like these that inspired Tyler to want to continually work closely and grow alongside other post-graduates.

Growing up on Long Island, Tyler knew he wanted to work in Manhattan and stay close to his roots. In his spare time, he enjoys working out, playing sports, and spending quality time with his family and friends from school who also moved to NYC after graduation.

Jack joined Tempus in November 2022, in the protégé role under Craig Katz. Jack graduated from Oberlin College with a bachelor's degree in Political Science. He is also a proud alumni of their Men's Lacrosse team. Jack is originally from Northampton, MA, where he returned upon graduation to take a position with the financial services firm at which he interned during college breaks. While garnering financial service experience, Jack earned his health & life insurance license. Jack came to Tempus because he believes listening to clients and understanding their individual goals is the best way to assist them in making well integrated financial decisions.

Jack currently resides in the Financial District in Manhattan. Jack's parents are native New Yorkers, so he was raised with a passion for the N.Y. Giants. In his free time Jack enjoys hiking, golfing, watching sports, and spending time with family. He has also coached youth lacrosse and enjoys teaching the game while helping young men learn skills of teamwork, communication, and decisive thinking through the lens of competitive sports.