Our Faculty

Anne Bernstein, CFP
President, Broad Based Marketing, LTD.
Over 16 years of experience in financial services industry

Maryann Capone, CFP
Principle, MCH Financial Planning & Tax Service
Over 20 years of experience in financials service industry

Jack Chite, CFP
President, Jack Chite & Associates
Chairman of the Board, FPA of LI

Michael Donato
Senior Consultant, Industrial Financial Services Corp.

Roy Gilbert ESQ, CFP, CLU, ChFC
Finanicial Planner, Sagemark Consulting (division of Lincoln Financial Advisors)
Former Board Member of the National Association of Insurance and Financial Advisors (NAIFA) & the Society of Financial Service Professionals (SFSP)

Anne Kehoe, CFP
1st Vice President, Prudential Securities

Hugo Lawton, CFP
Financial Consultant, WM Financial Services
Over 12 years of experience in financial services industry

Kevin McGrane, CFP, CMFC
President, McGrane Financial, Inc.
Over 14 years of experience in financial services industry

Robert Priest, CFP
Financial Planning Director, MetLife

Diane Wilkie, ESQ, CFP
Partner, Wilkie & Wilkie
Former Chairperson, FPA of LI

Gary Zucker, CFP
20 years experience as a stockbroker, 17 years experience as a financial planner and 16 years experience as instructor for CFP certification