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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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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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Liang Wu



Liang is a 2018 graduate of Temple University with a Bachelor of Business Administration degree in Management Information Systems. She pursued her career out of college into the Financial Services industry with the Advanced Planning...

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Christine joined the Advanced Planning Group of New York (APGNY) in July 2018 as a Client Relationship Manager. Her role is to help provide customer service and support for our clients.

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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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