Putting
people first.
Get to know our leadership team
Leadership at the Melville office is dedicated to doing good for our clients, employees and community.
Steven Abbass
CLU®, ChFC®, CFP®, CASL®, CAP®
Managing Partner
Paul Candeletti
Director of Supervision
Alison Giacco Vogt
Director of Training and Development
Tedd Kanakaris
CLU®
Director of Planning Services
Erin Indelli
Director of Finance
Jillian Kashuba
Director of Business Development
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.
Tony Gomez is a Certified Financial Planner specializing in financial planning for individuals and small business owners.
Growing up in a small modest family of three taught me two important values. First is working with what I have to get to a destination I want. Second is being kind and humble to people around me. I want to use my attitude and my experiences of planning with limited amount of resources to help individuals and families...
Growing up in a small modest family of three taught me two important values. First is working with what I have to get to a destination I want. Second is being kind and humble to people around me. I want to use my attitude and my experiences of planning with limited amount of resources to help individuals and families take meaningful steps to get towards their financial goals.
Originally from West Hills, New York. Went to University of Massachusetts Boston, where I played baseball. Graduated 2010. Began Practice in Boston, MA with The Boston Group of Northwestern Mutual in 2009. Financial Representative Intern (Nationally ranked intern and Power of 10 qualifier). Transitioned to a full...
Originally from West Hills, New York. Went to University of Massachusetts Boston, where I played baseball. Graduated 2010. Began Practice in Boston, MA with The Boston Group of Northwestern Mutual in 2009. Financial Representative Intern (Nationally ranked intern and Power of 10 qualifier). Transitioned to a full time representative in March of 2010. Mike Gish Award Top 25. Pace Setter 40 Qualifier. Bronze Eastern Region Year 1, Top 25 in 2010. Bronze Award Year 1, Top 50. North East Crusade Qualifier in 2010. Have been a perennial MDRT qualifier over the last 10 years. Consistently a top disability insurance producer in respective office. Now deeply involved in recruiting, training and developing Advisors under 5 years in the business. Live in Wilton, CT with my wife Kate and our newborn son Jackson. Enjoy playing golf and spending time with my family.
Our mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I work with clients to identify their financial security needs and then focuses on solutions that can help make those financial goals a reality. I helps find the right solutions for...
Our mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I work with clients to identify their financial security needs and then focuses on solutions that can help make those financial goals a reality. I helps find the right solutions for personal, family or business needs.
