Neil Himmelstein // President
Graduate in Economics from the University of Maryland and has done post graduate studies at Dowling. The proud recipient of the Rudy Stegman award for outstanding achievement and leadership in the industry by Long Island NAIFA; Past president of Long Island NAIFA and is now the Metro New York Program and Education Chair. Co-Founder of the Long Island Accounting and Financial Planning Network Co-Chaired and started the Long Island Works program in Center Moriches for the Center Moriches school system. Has been involved in case design and agency management for over twenty years. Specializing in High net worth programs such as premium finance and restricted property Trust and finding solutions for clients with health impairment needs. Expert in LOSAP planning utilizing annuities and life insurance.
Carmen Sierra // Operations Manager
Carmen is an experienced underwriter who has worked with Met Life and ING for twenty plus years. She is fluent in Spanish and English and heads up our underwriting and licensing departments.
Sheila White // Master LTC Planning Advisor
Sheila White is a Master Long Term Care Solutions Advisor, a leading expert in developing customized long term care planning solutions to meet the concerns and problems that individuals and business owners face. Certified in LTC planning in many states, Sheila earned her Master’s degree from Columbia University, post-master’s Certificate in Business from Baruch College and a Bachelor’s in Nursing from Plattsburg University. She also proudly served in the Army Nurse Corps and as a Captain in Vietnam.
Joan Himmelstein // Vice President of Marketing
Graduated with a degree in New Media from SUNY Purchase College. Experienced in Web Design, Viral Marketing, Video Production, and Graphic Design. In charge of running and maintaining all marketing materials. Keeps track of changing life products and annuity updates as well as keeping the website up to date.