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.