Building Your Legacy with Clarity

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Founder, Managing Partner & Financial Advisor

CLU®, ChFC®, RFC, LUTCF, CLTC, NSSA, RICP®, AEP

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Gary brings decades of experience helping affluent families and business owners navigate the financial decisions that shape their future. Known for his deep understanding of tax law, alternative investment strategies, and multigenerational 

Founder, Managing Partner & Financial Advisor

CLU®, ChFC®, RFC, LUTCF, CLTC, NSSA, RICP®, AEP

LinkedIn

Gary brings decades of experience helping affluent families and business owners navigate the financial decisions that shape their future. Known for his deep understanding of tax law, alternative investment strategies, and multigenerational planning, he provides clear, disciplined guidance on wealth transfer, retirement income planning, and risk management.

Gary’s insights have been featured in The Wall Street Journal, U.S. News & World Report, and other national publications. His long list of professional designations speak to his commitment to life-long learning and pursuit of knowledge. 

Gary is past president of the Estate Planning Council of Northern New Jersey and currently serves on the board. He is a member of the National Association of Insurance and Financial Advisors (NAIFA), the International Association of Registered Financial Consultants (IARFC), the Financial Planning Association (FPA), and the Association for Advanced Life Underwriting (AALU). He is also an experienced IRA Advisor. 

Gary is a proud resident of Denville, NJ, as well as a past Councilman (Ward 4) for the township. 

Financial Advisor

MBA, CLU®, ChFC®, RICP®

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Alex brings a strong foundation of discipline, leadership, and community commitment to his work with families and emerging professionals. 

A graduate of Morristown Beard School, he went on to earn both his bachelor’s degree in Business Administration and his MBA from Lebanon Valley College, w

Financial Advisor

MBA, CLU®, ChFC®, RICP®

LinkedIn

Alex brings a strong foundation of discipline, leadership, and community commitment to his work with families and emerging professionals. 

A graduate of Morristown Beard School, he went on to earn both his bachelor’s degree in Business Administration and his MBA from Lebanon Valley College, where he captained the hockey team and developed a passion for mentoring others. After a season of professional hockey, Alex transitioned into financial services with a focus on helping clients build solid financial foundations. 

Alex earned advanced designations— CLU®, ChFC®, and RICP®—to offer comprehensive guidance across investment planning, protection strategies, and long-term financial decision-making. He works closely with multigenerational families, including the next generation of many of our long-standing clients. He especially enjoys supporting young professionals and young families as they navigate early financial milestones and plan for the future.

A lifelong athlete, Alex stays connected to the hockey community by refereeing Division I college games and staying active in local sports.

Health Benefits Specialist

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 Joe has been in the healthcare and employee benefits industry for over 30 years. He is certified in Medicare Supplemental and Medicare Advantage benefits and is a licensed Life and Health Advisor in New Jersey and New York. 

As our in-house health benefits specialist. Joe offers our clients guidance in th

Health Benefits Specialist

LinkedIn

 Joe has been in the healthcare and employee benefits industry for over 30 years. He is certified in Medicare Supplemental and Medicare Advantage benefits and is a licensed Life and Health Advisor in New Jersey and New York. 

As our in-house health benefits specialist. Joe offers our clients guidance in the areas of Group & Individual Health Insurance, Life Insurance, Medicare, Health Savings Accounts, and Disability Insurance. His valued insights and knowledge are based on his 20-year tenure at Coastal Financial Group and 14 years at Horizon Blue Cross and Blue Shield of New Jersey. He is a former Board Member of the New Jersey Individual Health Coverage Program, past Chairman of the Holy Trinity Inter-Parochial School Advisory Board (1999 – 2003), and a current member of the National Association of Benefits and Insurance Professionals.

Joe is an avid golfer and salt-water fisherman. In his personal life, he resides in Mountainside, NJ with his wife, Nancy.

Tax Planning

Certified Public Accountant

Michael brings decades of experience in tax planning and public accounting to Madison Legacy Partners. He works closely with our advisory team to help ensure that tax considerations are thoughtfully integrated into each client’s broader financial plan, supporting informed decisions today and better o

Tax Planning

Certified Public Accountant

Michael brings decades of experience in tax planning and public accounting to Madison Legacy Partners. He works closely with our advisory team to help ensure that tax considerations are thoughtfully integrated into each client’s broader financial plan, supporting informed decisions today and better outcomes over the long term.

Michael began his career in public accounting in Northern New Jersey after graduating from Marquette University. Prior to forming his practice in 1988, Mr. Donahue was an accounting supervisor at Grant Thornton International, a national public accounting firm. In 1989, he founded Donahue and Company in Chatham, New Jersey, where he built a practice serving individuals, families, and business owners with a focus on practical, forward-looking tax guidance.

In addition to being a Certified Public Accountant, Michael is licensed in New Jersey to sell life insurance, allowing him to collaborate effectively on planning strategies where taxes, protection, and long-term goals intersect. He is a member of both the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.

Aradhana is the Managing Partner at PIC and serves as Investment Consultant for Madison Legacy Partners, supporting our portfolio construction process. She is responsible for conducting asset allocation studies and helping establish strategic asset allocation models, along with recommending tactical adjustments. She also leads our due dil

Aradhana is the Managing Partner at PIC and serves as Investment Consultant for Madison Legacy Partners, supporting our portfolio construction process. She is responsible for conducting asset allocation studies and helping establish strategic asset allocation models, along with recommending tactical adjustments. She also leads our due diligence efforts by screening and monitoring traditional and alternative asset managers.

An accomplished Senior Executive Leader, Aradhana is a CFA charterholder with 20+ years of experience in both asset and private wealth management. Her past positions include Chief Investment Officer for JOYN; experience at major banks as Vice President of Prudential Financial, CIBC Mellon, and TD Bank; and managing more than $2 billion in short-term debt at Home Depot. She is past President of CFA Society Atlanta and currently serves as Diversity Committee Chair.

 Senior Associate, Client Service

Christine is a dedicated client service professional who has supported our team for more than a decade. 

As a Senior Associate, she plays a central role in delivering the high level of care and attention our clients rely on, ensuring every interaction is handled with efficiency, clarity, and warmth.

With a s

 Senior Associate, Client Service

Christine is a dedicated client service professional who has supported our team for more than a decade. 

As a Senior Associate, she plays a central role in delivering the high level of care and attention our clients rely on, ensuring every interaction is handled with efficiency, clarity, and warmth.

With a strong background in customer care, Christine is known for her thoughtful communication, steady support, and ability to navigate the details that keep our clients’ financial lives running smoothly. 

She works closely with advisors, custodians, and service partners to coordinate account activity, address client needs, and maintain the exceptional service experience that defines Madison Legacy Partners.