Experienced and passionate experts

We have carefully selected our team of highly experienced financial experts who share a common heartfelt passion for people and helping them succeed.

This passion drives a spirit of innovation and eagerness to be the best the industry has to offer. Simply put, we strive for brilliance!

Menachem Kay

Menachem Kay

Chief Executive Officer
David Aronowitz

David Aronowitz

Financial Director
Steve Crouse

Steven Crouse

Chief Investment Officer & Senior Wealth Navigator
Shelley Avramov

Chaim Shalpid

Senior Wealth Navigator
Faatima Pillay

Faatima Pillay

Head of Employee Benefits & Senior Wealth Navigator
Neil Jankelowitz

Neil Jankelowitz

Senior Wealth Navigator
Stan Heller

Stan Heller

Senior Wealth Navigator

Richelle Kohn

Senior Wealth Navigator
Shelley Avramov

Shelley Avramov

Senior Wealth Navigator
Yehuda Kay

Yehuda Kay

Senior Wealth Navigator