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

Chief Executive Officer

David Aronowitz

Financial Director

Steven Crouse

Chief Investment Officer & Senior Wealth Navigator

Chaim Shalpid

Senior Wealth Navigator

Faatima Pillay

Head of Employee Benefits & Senior Wealth Navigator

Jason Kree

Senior Wealth Navigator

Neil Jankelowitz

Senior Wealth Navigator

Richelle Kohn

Senior Wealth Navigator

Shelley Avramov

Senior Wealth Navigator

Stan Heller

Senior Wealth Navigator

Yehuda Kay

Senior Wealth Navigator