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
Alison Giacco Vogt
CLF®
Director of Training and Development
I have a unique opportunity to work closely with all candidates that join our firm. As early as post acceptance we engage in initial training on the sales cycle, ratios and language. I am also instrumental in the coordination and facilitation of sessions in our Training Academy. I also have on-going training in...
I have a unique opportunity to work closely with all candidates that join our firm. As early as post acceptance we engage in initial training on the sales cycle, ratios and language. I am also instrumental in the coordination and facilitation of sessions in our Training Academy. I also have on-going training in place for both full time and Intern candidates upon completion of initial training. On the development side I coach a select group of both full time and Intern reps as well as overseeing the other coaches across our firm to ensure all reps have a similar experience and opportunity to succeed in the business. The training and development of Full Time and Intern candidates is an ongoing process that requires some custom tailored plans depending on the needs. New reps need to learn and understand many fundamentals therefore the learning never ends. We are also in an industry that is constantly changing so our training and development systems remain fluid to meet those changes.
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.
There are over 300 million dreams in the Unite States. Each one of those dreams deserved to be realized and fulfilled as best as possible. Each one of our dreams deserved to have a story and a great pursuit just like what our country was built on. I want to be the guide for your goals and be on this meaningful...
There are over 300 million dreams in the Unite States. Each one of those dreams deserved to be realized and fulfilled as best as possible. Each one of our dreams deserved to have a story and a great pursuit just like what our country was built on. I want to be the guide for your goals and be on this meaningful financial planning journey with you.
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.
Anthony Williams was born and raised in the Bronx, He graduated from the prestigious Howard University. While in college, Anthony began his financial planning career as a college intern with Northwestern Mutual. Upon graduation, he became a full-time advisor. In only a few months of practicing full-time, he became...
Anthony Williams was born and raised in the Bronx, He graduated from the prestigious Howard University. While in college, Anthony began his financial planning career as a college intern with Northwestern Mutual. Upon graduation, he became a full-time advisor. In only a few months of practicing full-time, he became a Growth and Development Director. This position includes attracting, developing, and mentoring new financial advisors while maintaining a base of over 500 clients. Anthony was able to open an office in Harlem, NY, with the primary focus on serving underserved communities. This event attracted media attention for Anthony, and he has featured on Black Enterprise, Yahoo Finance, and Financial Planning Magazine. Anthony currently holds a series 6, series 63, accident life and health insurance licenses in 6 states and the District of Columbia. He is currently enrolled at NYU to obtain his Certified Financial Planning Designation by, March 2022.