Dan Paikin has been a trusted leader in the financial services industry for nearly 20 years. He works closely with physicians, executives, business owners, and driven creatives to help simplify complex financial decisions and build personalized strategies that align with what matters most — family, freedom, and long-term financial confidence.

Through a thoughtful, consultative process, Dan helps clients eliminate potential threats, uncover new opportunities, and create clarity around their financial path. He’s known for translating complexity into clear, actionable steps — and for being a steady, strategic partner clients can count on as life and goals evolve.

Dan is also proud to wear the mentor and teacher hat within the Tempus team, which he helped create and shape. Whether working with clients or supporting fellow advisors, Dan is passionate about making a lasting, positive impact.

He lives in Bergen County, NJ with his wife Nicki, their children, Henry and Alex, and their dog Archer. Outside the office, Dan is a lifelong music lover (anything Phish or Grateful Dead-related), a self-proclaimed movie buff (The Godfather, Pulp Fiction, and Miracle are on constant rotation), and has a love/hate relationship with the game of golf.

Click HERE to schedule a meeting with Daniel

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License Number - 0I17252.

Craig's greatest satisfaction comes from helping people feel truly confident about their financial future. He knows that behind every financial decision is something much bigger— family, dreams, hard work, and peace of mind. That’s why Craig is passionate about creating custom strategies that not only grow wealth but also protect it from the things that can quietly erode it—like taxes, inflation, and unnecessary costs.

Through a unique, personalized planning process, Craig guides his clients toward clarity and long-term financial security. He takes a big-picture, macroeconomic approach to help ensure that all of his client's financial decisions—whether it’s saving, investing, or protecting—are working in harmony towards their goals.

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.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License Number - 0I24124.

Originally from Long Island, NY, Rob earned a Bachelor's degree in Finance and a Master’s degree in International Business from the University of Florida. With a deep belief that financial clarity can change lives, Rob has made it his mission to guide families and business owners through life’s most complex financial decisions—so they can focus less on money, and more on what matters most.

Rob lives with his wife, their three kids and their dog, Javi, who thinks he runs the household (he might be right). When he’s not working, you’ll find Rob running, building elaborate magnatile houses that are promptly destroyed by toddlers, trying to eat at a restaurant that doesn’t involve crayons on the table or planning the next family travel adventure—whether it’s across the globe or just across town for good food and new experiences.

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian).CA Insurance License Number - 0H91023.

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.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian).

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.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License Number - 4110395.

Since 2012, Greg has guided clients through the complexities of wealth management with a simple, structured approach: Protect → Save → Grow. This philosophy ensures every step is intentional, personalized, and aligned with long-term goals.

Greg helps professionals and families design financial strategies that do more than grow numbers on a page—he helps protect what matters most and create the freedom to live without compromise. Because money should be a tool that empowers—not a source of stress. Greg's goal is to simplify the complex, so his clients can focus on what they value most: family, freedom, and their passions.

Greg is a University of Miami graduate. When he's not working with clients, you’ll find Greg enjoying life on Long Island—spending time with wife Casey, daughter Liv and son Bennett. Outside of the house Greg is passionate about watching sports, golfing with friends, playing tennis + volleyball, exploring new restaurants, and running around with his dog Bradshaw.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License Number - 0I70079.

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 wife 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.

Click HERE to schedule a meeting with Tim

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License Number - 0M38064.

After nearly a decade in advertising, as a Copywriter and Creative Director, Marisa felt compelled to bring her creative energy and perspective to financial wellness. As a former client of Tempus, she found herself so aligned with the beliefs, strategies, and experience shared with her advisors, she decided to join the team in 2025. Marisa strives to help people create a healthy, positive relationship with their money and help ensure financial freedom.

Born and raised in New Jersey, Marisa first moved to New York City after graduating from the University of Miami in 2016. Marisa now lives in Los Angeles where she performs improv at The Groundlings and UCB, writes comedy, and reads fantasy. She’s a big world traveler, a lover of food and fashion, and speaks Italian. Marisa cares deeply about being active and having fun, and most of all, spending time with her dog, Lupa.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License Number - 0I70079..

Mikey joined Tempus in 2024 after a successful 14-year career in sales and partnerships at startups and prominent tech companies, including Twitter and Coinbase. With a passion for client service and a customized approach, he’s committed to working with individuals, families, and businesses to create a financial wellness roadmap, so they have the tools to minimize financial pressures in life.

Mikey originally hails from North Miami Beach, FL and is a proud University of Florida graduate. He currently lives in Cold Spring Harbor, NY with his wife, Randi, and their two daughters, Ellie and Maya. He’s a passionate music fan and loves attending live music events. He also enjoys spending time outdoors, cooking, snowboarding, playing basketball, and golfing - and remains a steadfast South Florida sports fan.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License Number - 4404615.

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.

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.

Click HERE to schedule a meeting with Julian

Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License Number - 4187166.

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.

An Indiana University graduate and originally from the Midwest, Melissa currently resides in Boise, ID with her husband and 3 kids.

When she's not helping current and future Tempus-financial clients she can be found biking, skiing, or hiking in the foothills with her family. 

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.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License Number - 4113996.

Gehrig brings a strategic, client-focused mindset to his role at Tempus, combining clear communication with disciplined financial strategies. He works closely with individuals and families to help them make informed decisions and implement strategies designed to grow and protect their wealth. 
 
At Tempus, Gehrig develops personalized financial strategies that integrate disciplined saving with thoughtful management approaches, tailored to each client’s goals and evolving needs. He believes effective strategies are built on clarity, trust, and proactive guidance, empowering clients to move forward with confidence. 
 
Prior to entering financial services, Gehrig built a strong foundation in strategic communication through his work in media, experience that continues to shape how he educates clients and simplifies complex financial concepts. He was drawn to Tempus for its balanced philosophy and focus on long-term relationships. 
 
Originally from White Plains, New York, Gehrig now lives in New York City. Outside of work, he enjoys an active lifestyle, including golf, fly fishing, and fitness, and is a dedicated New York sports fan. 

Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License Number - 4411423.

Harry is a New Jersey native living in Manhattan with his wife, Natalie. He graduated from Baruch College with a degree in Business Communication and History and joined Tempus Financial Group after building a foundation in private wealth management through several internships.
 
Harry works with young professionals and families to design financial strategies focused on building and growing wealth over time. His approach emphasizes thoughtful planning, disciplined decision-making, and flexibility as goals and opportunities evolve.
 
Outside the office, Harry enjoys working out, golfing, and is an avid sports fan, especially of the New Jersey Devils and professional tennis.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian). 

After earning his degree in Finance from St. John’s University in Queens, where he also played soccer, Cole began his professional career at PwC in their audit practice. Driven by a passion for wealth management and a desire to make a more direct impact on clients' financial well-being, he transitioned into the financial services industry. Cole joined Tempus Financial Group because of its client-first philosophy and collaborative environment, which empowers advisors to create personalized financial strategies. The firm’s commitment to innovation and comprehensive financial strategies perfectly aligned with his passion for helping individuals and families achieve their financial goals.

At Tempus Financial Group, Cole is dedicated to empowering clients by providing tailored financial strategies that reflect their unique goals and values. He is committed to building lasting relationships based on trust, transparency, and shared purpose. With a team-oriented approach, Cole utilizes the firm’s innovative tools and resources to guide clients on their financial journey, helping them make informed decisions, overcome challenges, and help secure a prosperous future.

Currently residing in New Jersey, Cole is an avid golfer and a passionate supporter of Liverpool FC, as well as all Atlanta/Georgia-based sports teams.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License Number - 4438099.

Jensen works with individuals and families to bring clarity and structure to their financial lives. His approach focuses on building thoughtful, long-term strategies around cash flow, saving, investing, and protection—always guided by each client’s goals and priorities.

He believes disciplined planning, strong relationships, and ongoing education are essential to helping clients make confident financial decisions today while remaining prepared for what lies ahead.

Jensen is a graduate of the Indiana University Kelley School of Business, where he studied entrepreneurship. He brings a practical, growth-oriented perspective to his work with clients. Outside of the office, Jensen enjoys spending time on the golf course and with family and friends.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian). 

Nathan works with individuals and families to bring clarity and structure to their financial lives. He focuses on helping clients make thoughtful decisions, implement simple systems, and build long-term strategies that create confidence and consistency over time.

Originally from San Francisco, California, Nathan now resides in Brooklyn, New York. He attended the University of California, Santa Cruz before pursuing a career centered on strategic thinking, coaching, and education. Prior to joining Strategies for Wealth in 2025, Nathan founded and led a coaching practice where he worked with professionals to strengthen decision-making skills and translate knowledge into consistent action.

Nathan was drawn to Strategies for Wealth for its emphasis on holistic planning, education, and acting in clients’ best interests within a collaborative environment.

Outside of work, he enjoys traveling, strength training, MTG, writing, and trying new restaurants.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian).

Rachel works with individuals and families to build thoughtful financial strategies that create both security and long-term growth. Her approach focuses on protecting what matters first, then helping clients save, invest, and build lasting wealth with clarity and confidence.

Her passion for this work is deeply personal. Having watched her mother rebuild from financial instability, Rachel saw firsthand how the right guidance and strategy can change the course of someone’s life. That experience continues to shape how she works with clients, leading with empathy, trust, and a genuine commitment to helping people feel secure in their financial decisions.

Rachel graduated Summa Cum Laude from Babson College with a degree in Business Administration. Originally from Los Angeles, she now resides in Brooklyn, New York. Outside of work, she enjoys songwriting, music production, and cooking.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian. CA Insurance License Number - 4516718.

Kevin was born and raised in New York City, where he continues to live and build his practice. A graduate of The Collegiate School, he went on to earn his degree in Economics from New York University, with minors in Psychology and Business Studies — an academic foundation that fostered a genuine curiosity about human behavior and decision-making.

Prior to joining Strategies for Wealth, Kevin gained experience in investment research, alternative investments, luxury retail, and entrepreneurship — including roles at Yieldstreet, Tekmerion Capital, and Tiffany & Co., as well as founding and operating two businesses.

Kevin joined Strategies for Wealth in 2025, drawn to the firm's culture of mentorship, authenticity, and their shared commitment to building enduring client relationships. His planning philosophy starts with a simple but important belief: your goals should drive the plan, not the other way around. He works to educate, empower, and connect with the people he serves through thoughtful, personalized guidance tailored to what matters most to them. His broader mission is to build a community rooted in trust and lasting relationships — creating a positive, tangible impact in the lives of those he works with.

Outside of work, Kevin is an avid vintage watch collector, enjoys tennis, golf, art/design, travel, and exploring the city's best restaurants.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Tempus Financial Group, LLC is not an affiliate or subsidiary of Guardian.