Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Heather Rozzi
Director of Operations | Jeffrey Benowitz, CLU, ChFC
Daniel Pace
Financial Advisor & Retirement Specialist GSI Program Manager Emory School of Medicine | Penn State Health & Hershey Medical Center
Judith Younessian
Financial Representative & Program Manager of Cedars-Sinai GSI Program
Matthew Graff
Financial Representative & Program Manager at Tufts University School of Medicine GSI
Nicholas Astore
Financial Representative & Program Manager – Mount Sinai GSI Program; Penn State Health GSI Program
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.