Biographies
Representatives
David Goldwasser, MBA, CLU®, ChFC®
Financial Services Executive, Financial Planner, Special Care Planner
(914) 372-2929
David takes a holistic approach to working with each of his clients. He starts by gaining an in-depth understanding of their needs, opportunities, and goals. He then looks at everything they have done to date to protect and grow their...
Suzanne Malec
Client Service Associate
914-372-2929
Suzanne is a client service associate for the team with previous experience as a para-legal for both small firms and large corporations. Melanie assists the team to organize the high volume case flow as well as internal systems and...