Our Team

Eric Bouskila
Principal / CEO
Jeff Kugler, CLU®, CHFC®
Advanced Planning Director
Marlene Windmiller, Esq.
Business Development Director
Elizabeth Torres
Business Development Manager
Rimma Portnova
New Business Account Manager
Peter L. Harjes, CFP®
Senior Financial Strategist
Neil Schreck
Senior Financial Strategist
Mindy Soiferman
In-Force Manager
Jonathan Carpenter, CPA
Chief Financial Officer
Bill Coffey
Pension Specialist
Jeremy Knobel, CFP®, CLU®, CHFC®
Business Development Manager
Ariel Haratz
Business Development Manager