Our mission is to provide confidence, peace of mind and financial security through exemplary personal care. Offering the highest quality service, personalized strategies, investment and insurance, we strive to exceed expectations.

Thinking only of our clients' best interests, we maintain the highest level of loyalty and integrity, earning our clients' trust and respect.


Isaac Cohen

Founder and CEO


Clara Cohen

Chief Operating Officer


Barbara Narciso

Relationship Manager

Hus, Jeremy (4)

Jeremy Hus

Vice President, Financial Planning

DeMeis, Natalie (1)

Natalie DeMeis

Vice President, Benefits

Foreman, John (1)

John Foreman

Vice President, Investments

Vamvakas Niko (4)

Niko Vamvakas

Vice President, Retirement Planning Products

Greg Wachter NEW

Greg Wachter

Vice President, Risk Management

Wright, Beverly (1)

Beverly Wright

Vice President, Worksite Products

Parmalee, Brian

Brian Parmelee

Vice President, Risk Management

Cassidy, Kate 1 (2)

Kate Cassidy, JD

Vice President, Advanced Markets