Biographies
Office Support
Jean Massoni
Personal Marketing Assistant
914-372-2929
Wealth Strategies Division
Kate Cassidy, JD
Advanced Markets Specialist
Kate provides case design support in the areas of estate and business planning helping to create sophisticated personalized strategies for individuals, families, and businesses. Kate began her career as an estate planning, probate and...
John Foreman
Investment Specialist
John collaborates with Dan to develop and implement investment strategies tailored to meet individual client needs. He began his career in 1999 at Citigroup as a Taxable Fixed Income specialist. John earned a degree in economics from...
Jeremy Hus
Financial Planning Director
Jeremy helps develop personalized comprehensive financial plans and innovation solutions to meet their clients'vcurrent and long-term goals. Jeremy holds credentials in areas including the financial needs of seniors and is both a...
Matthew R. Teel
Agency Director- Life Products
Matthew is a valued resource in complex life, disability, and long term care insurance plan design. He emphasizes the use of insurance from a holistic wealth management perspective. His work focuses on using life insurance as a key...