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Our Team - Support Staff

Our dedicated support staff members are friendly and highly knowledgeable. They are a pivotal part of our firm, as they deliver service to you, our client.


Janet handles all aspects of Client Relations and New Business.  Her experience in the investment industry gives her the ability to better serve our clients. She maintains daily contact with clients, assisting them with all their needs. Janet can be reached at 516.873.4525.


In addition to advising clients on their protection and investment needs, Charlene also oversees client communications, contacts and maintains updated information on clients and their needs. Charlene can be reached at 516.873.4550.