Broker Check

Executive Management Team

Jeffrey Newman

Jeffrey E. Newman, CLU®, ChFC®

Chairman & Co-Founder

Robert Newman

Robert Newman, ChFC®

President & CEO General Agent

Jeffrey Stern

Jeffrey Stern

Chief Operating Officer

Directors

Phillip Easton

Phillip Easton

Managing Director

Edward Dennis, ChFC®

Edward Dennis, ChFC®

Managing Director

William Margolis

William Margolis

Vice President

Brett Zuckerman

Brett Zuckerman

Vice President

Sam Wachtel

Sam Wachtel

Vice President

Jay Baitner

Jay Baitner, JD

Vice President

Dani Ross

Dani Ross

Vice President

Kyria Popovitch D'Avila

Kyria Popovitch D'Avila

Vice President

Trey Twyman

Trey Twyman

Director of Investments

Johanna Levy

Johanna Levy

Group Benefits Director

Jade Valentini

Jade Valentini

Director of Marketing

Michael Hochman

Michael Hochman

Brokerage Director

Christina Harris

Christina Harris

Recruiting Director

Ann Lazarus

Ann Lazarus

Agency Finance Director

Nancy Schwartz

Nancy Schwartz

Home Office Agency Control Officer

Brett Hart

Brett Hart

Internal Support Specialist

Staff Associates

Tracy Teramo

Tracy Teramo

New Business Administrator

Teresita Estevez

Teresita Estevez

Executive Assistant

Melina Degelsmith

Melina Degelsmith, CHFC®

New Business Desk

Donna Breen

Donna Breen

New Business Administrator

Amber Moses

Amber Moses

New Business Administrator

Tracy Monte

Tracy Monte

New Business Administrator

Catherine DuBenion

Catherine DuBenion

New Business Administrator

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