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Main Office:

7 Penn Plaza, Suite 308, New York, NY 10001




Mitch specializes in business and estate planning, as well as income and asset protection. Mitch has been in the Financial Services industry for 37 years. He began his career directly out of college as an advisor with...

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Michael specializes in wealth management and retirement planning. After graduating from Lehigh University with a degree in Finance in 2008, Michael immediately joined MetLife and began building his career. He split his...

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Marc grew up on Long Island, NY and graduated from Hofstra University with Bachelor’s and Master’s Degrees in Psychology. Marc transitioned his career into Financial Services in 2010 with the goal of providing a distinct process that...

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Aron has had experience in the stock and option markets since 1992. In 2003 he founded Vantana Associates, LLC, an educational firm enabling investors to manage and maintain options & equities investments in the US markets. In 2016,...

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Tania Sado



Tania joined the Advanced Planning Group of NY (APGNY) in 2016 as a Client Relationship Manager after a successful career in high-end jewelry sales. Her role is to provide a high level of customer service and maintain client...

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Stephanie graduated from the University at Albany, where she majored in Psychology and Business Administration. In 2008, she joined MetLife as Recruiting Coordinator, where she assisted in hiring numerous Financial...

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