OUR PAS TEAM
Alexander M. Popovich, JD, LLM
PRINCIPAL
BA, University of Michigan; JD, Brooklyn Law; and LLM in Taxation, NYU School of Law
25+ years of wealth management experience including:
Founder Planning Advisory Services, LLC
12+ years of experience as a practicing attorney practicing in the areas of tax, trusts and estates, audit representation, non-profit, corporate, cross-border, art and private client services
14+ years in financial services including MD at JPMorgan Private Bank and Partner at Manchester Capital Management
Admitted to practice law in Florida, Maryland, New Jersey, New York, Virginia and District of Columbia, and admitted to the United States Tax Court (Retired Status)
Experience working with the laws and taxes, and advising clients in over 20 states and a number ofcountries
Securities licenses including series 65, 66 and 7 (inactive)
New York State Life insurance license (inactive)
National network of advisors
Nationally recognized speaker and writer having authored numerous tax and planning related articles, treatises and other publications
Member of the BNA/Bloomberg Estate Planning Advisory Board
Frequently quoted by many regional and national media outlets including CNN, Barron’s, Bloomberg, the New York Times, the LA Times and others
Aaron Hegji
SENIOR WEALTH ADVISOR
BS, University of Portland; JD, UNLV.
16+ years of wealth strategy experience including:
13+ years as a practicing trusts and estates attorney
4+ years as Wealth Strategist for a private, boutique retail trust company
10+ years representing trust companies both inhouse and outside
3+ years on Board of Directors for a retail trust company
Admitted to practice law in California and Nevada
Ad Junct professor of law at UNLV
Frequent speaker for Family Office Exchange
Nevada state life insurance license (inactive)
Author on tax subjects for California Bar Journal, BNA’s Estate Planning, and California Society of CPAs
Melissa Romanose
CHIEF OF STAFF
The firm’s “jack of all trades” Melissa oversees all aspects of the firm. Melissa manages the firm’s finances, operations, marketing, and human resources. She is also integral in assisting in creating best-in-class client service. Prior to joining PAS, Melissa honed her skills in diversified roles including real estate agent, executive assistant, and marketing/advertising account manager. She received her BA from University of California Santa Barbara and holds an active real estate broker license. When not managing the firm, Melissa can be found spending time with her children, hiking the canyons of Los Angeles, doing yoga, or at the beach.
OUR TEAM OF CONSULTANTS
Michael Warszawski, CFA
Founder and Chief Executive Officer of Confidence Wealth Management Partners
B.S. from Massachusetts Institute of Technology
M.B.A. from Columbia University
Chartered Financial Analyst
Served as a partner of a $3.5B multi-family office and as CEO of a $10B Private Bank.
Co-founder of the Citibank Family Office
Integral in providing investment advisory, asset management and trust services in the United States, United Kingdom, Ireland, Jersey, Luxembourg, Israel, Hong Kong, Singapore and Switzerland
Member of the Institute for the Fiduciary Standard and the Institute for Family Governance
Board Member of the Manhattan Gold Chapter of YPO
Tiger 21 Group Chair
Board member of W!SE; non-for profit providing financial literacy education to high school students and survivors of domestic abuse
Additional information can be found at www.cwm-partners.com
CEO, CONFIDENCE WEALTH MANAGEMENT PARTNERS, LLC
JOINT VENTURE PARTNER - FAMILY CEO SERVICES
Meredith Kole
CREATIVE ADVISOR
BFA from Syracuse University, Visual & Performing Arts
Founding member of KoleCreations, a visionary design hub focusing on Creative Advisory
30+ years of Creative Advisory and Consulting Services
Meredith specializes in future-focused advisory for visionary leaders — including entrepreneurs, creatives, executives, and changemakers — who are navigating reinvention, seeking purpose-alignment, or stepping into legacy work. Her method is values-led and rooted in deep inner alignment. She leads with core principles such as Perspective Shift, Inner Mastery, Creative Alchemy, Authentic Alignment, and Legacy Building — crafting a personalized path to help you discover your next level of excellence.