Our Team

Professional Designations: CPA*, CLU, ChFC Education: MBA CA Insurance Lic.# OB42223 Alan earned both his BA in Accounting and Economics from Queens College and an MBA in Finance from St. John’s University, Summa Cum Laude. He...

Education: BA Joyce specializes in working with the business community in the area of corporate benefits. Her main area of expertise is group health insurance. Joyce works closely with our clients, helping them to administrate and...