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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Barbara Silva

Executive Assistant


Barbara has worked in many capacities at Northeast Financial Network for over 8 years. Before joining Mike's team as his executive assistant she was the assistant Vice President of the New Business department and built a strong...

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David Greenberg, CLTC

Employee Benefits Specialist

David Greenberg is the President and Founder of Integrated Planning Concepts, located in Livingston, NJ. Since 2004, David has established himself as a leader in the insurance and financial planning industry. His passion is rooted in...

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Lee Newman

Financial Professional

Lee Newman is a graduate of Philadelphia University, in Philadelphia, Pennsylvania, with a BA in Landscape Architecture. Lee worked in the design build sector for multiple years before emigrating to the UK where he continued working in...

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Mark Schleifman, CLU

Director Of Life Brokerage

Mark works closely with Mike and his team, assisting in processing life and disability insurance applications, as well as advanced insurance case studies and strategies. A veteran of the insurance industry and Northeast Financial...

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Michael Schwartz

Financial Advisor



Upon graduation from Duke University in 2006, Mike started his career with AXA Advisors, LLC. While learning under the tutelage of two advanced planning advisors with over 60 years of experience, he began to realize that the corporate...

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Scott Alters

Director of Advanced Planning

Director of Advanced Planning

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Thomas Bauman

Director of Investments

As Director of the Investment Department, Tom provides a layer of specialization to Mike and his team. His responsibilities include all areas of investment policy and design as it relates to the unique macroeconomic financial planning...

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