Team
In business and in life, we believe a team approach is best. Our goal is to align all advisors and financial institutions that our clients work with, to help create efficiency in their overall financial plan. This comprehensive philosophy coordinates accountants, attorneys, banks, and other financial managers, making sure they are all working together toward the client's goals.
In addition, we have created a team of financial advisors within Northeast Financial Network, as well as strategic alliances outside of the firm. Our team of specialists, client associates, and assistants work together to strive for a five star level of value and service. Any and all questions or concerns can be answered by a professional, and all clients have the ability to speak with a member of our team at any given moment.
Lee Newman
Financial Professional
Scott Alters
Director of Advanced Planning
Thomas Bauman
Director of Investments
David Greenberg, CLTC
Employee Benefits Specialist
Mark Schleifman, CLU
Director Of Life Brokerage