Your Team

How We Work

Our reasons for becoming financial professionals are deeply personal, we all have unique experiences that led us to this profession. Our individual stories and specialized training help ensure our clients’ future goals are attainable. After years in the business, we have developed a reputation for being financial educators – our primary objective is for you to make fully-informed decisions. And our network of strategic alliances, advisors and professionals, that our clients count on us to make thoughtful introductions to throughout their lives, spans the country.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Josh Baer, CFP® & ChFC®

Financial Advisor and Managing Partner

646-432-7897

jbaer@j3wealth.com

To schedule a meeting with Josh Baer, Click Here. As a Financial Advisor and Managing Partner at J3 Wealth Management, I am primarily responsible for overseeing our client book and expanding our team & strategic partnerships. My...

Evan Pollack, AIF®

Partner

646-647-2156

epollack@j3wealth.com

To schedule a meeting with Evan Pollack, Click Here. As a Partner at J3 Wealth Management, I am primarily responsible for handling foundational financial planning including cash flow management, defensive family planning & saving...

Linda Vescio

Head of Facilities

As the Head of Facilities, my duties include strategic planning, the supervision of staff and oversight of the physical and digital office maintenance. By implementing departmental and organizational procedures, I aim to enhance our...

Julia Gaeta

Director of Operations

646-432-7825

jgaeta@j3wealth.com

As a Director of Operations, I am primarily responsible for overseeing and streamlining daily procedures, ensuring that the expectations of our clients are met. My goal is to help maximize the efficiency of our team and deliver the...