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David Goldwasser, MBA, CLU®, ChFC®

Financial Services Executive, Financial Planner, Special Care Planner

(914) 372-2922

(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...

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Suzanne Malec

Client Service Associate



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...

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Wealth Strategies Division