Our Team

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