Putting
people first.
Get to know our leadership team
Leadership at the Cedarhurst office is dedicated to doing good for our clients, employees and community.
I specialize in comprehensive financial planning- from risk management to wealth preservation and distribution. Through a detailed and methodical process, I aim to create suitable and lasting solutions that help benefit the client's wants and needs. I have access to an array of life, disability and long term care...
I specialize in comprehensive financial planning- from risk management to wealth preservation and distribution. Through a detailed and methodical process, I aim to create suitable and lasting solutions that help benefit the client's wants and needs. I have access to an array of life, disability and long term care insurance products, as well as a broad knowledge of the investment world.
Steven Abbass
CLU®, ChFC®, CFP®, CASL®, CAP®
Managing Partner
Alison Giacco Vogt
CLF®
Jillian Kashuba
Chief Recruitment Officer
Karen Orenstein Esq.
J.D.
Business Development Manager
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives. We deliver a concierge-style service...
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives. We deliver a concierge-style service to help you achieve your financial goals.