Team

Matthew’s time is spent educating Physicians and Dentists on the many aspects of the Financial and Holistic Planning spectrum. Matthew frequently lectures to students, residents, fellows and attending physicians on the following items: Disability Insurance, Life Insurance, 0% Down Payment

Dan has been working with healthcare professionals for the past 15 years as a trusted financial advisor. He takes great pride in working with doctors and focuses on making sure they feel comfortable in their understanding of how each financial

Judith has been in the financial services Industry for over 10 years. After working on design and implementation of group benefits for medical and dental offices, large corporations, and family-owned businesses. As her practice has grown over the years, she has

Karo is an accomplished administrative assistant, holding a bachelor’s degree from Montclair State University. With a strong foundation in organizational and database management as welll as interpersonal communication skills, Karo is a valuable asset in any administrative