Broker Check

Team

At National Financial Network, we have an extensive team of professionals with diverse backgrounds and specialties. We leverage our experience and knowledge to help clients pursue financial independence. While most of our clients work closely with one advisor, they receive the benefit of our entire team, including depth of experience, insight, and outlook.

 

Ahmmad has been in the financial services industry for 7 years, working as a mentor helping new representatives get off to a fast start in their careers. He discovered his passion for financial planning while completing his...

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Paul Barone

Director of Talent Acquisition & Assimilation

Paul has been working within talent acquisition for over 3 years. Prior to joining NFN Paul was working with one of the largest staffing companies in the world. As a Staffing Manager, he recruited Accounting and Finance professionals...

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Anthony Basile (AJ)

Financial Representative

Prior to joining NFN AJ worked with former New York City Council Minority Leader and current Staten Island Borough President James Oddo where he managed projects such as the “Clean Up Staten Island” anti-liter initiative...

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Colleen Blum

Financial Representative

Colleen has been in the Insurance Industry for 5 years. She began her career as a group benefits consultant, and was compelled to explore other avenues within the business. She became a broker and focused in on small businesses with...

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Eric offers an outstanding record of performance surpassing targeted initiatives year after year in advanced leveraged planning, business succession planning, estate planning and optimized life insurance planning for retirement. He has...

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Ross has been a financial advisor with National Financial Network since 2010. He received his BS in Business Management from Lynn University in Boca Raton, Florida. He has grown his business working with one of the top disability...

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Matthew received his Series 7 & 63 licenses in 1991 and then his Series 55 a few years later as well as his insurance licenses. He previously worked as a trader on Wall Street until the year 2000. Later in his career, Matthew decided...

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Veronica has experience in multiple capacities over her 20+ years in the business. She started as a Financial Representative and later shifted into the brokerage manager role. She also worked in marketing, underwriting, pension plan...

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Omar Christopher

Financial Representative

After moving to New York City from Trinidad and Tobago in 2011 Omar graduated from CUNY Medgar Evers College, in 2016. After studying psychology, Omar decided to shift into a career that allowed him to work face to face with people...

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Samantha began her career in October 2001 as a financial advisor at a Guardian agency in Buffalo, New York immediately upon graduation from the University at Buffalo's School of Management. She had a dual major in Finance and...

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Tony began his insurance career over 20 years ago, marketing health insurance to the self-employed & small businesses. After rapidly developing a large, referral-based book of business, he wanted to develop a more diverse financial...

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Christopher DiDamo

Financial Representative

Christopher DiDamo began his career at Queens College where he earned his B.A. in Mathematics while minoring in Secondary Education. While completing his Master's Degree in Applied Mathematics he also was an adjunct professor within...

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Aaron Dixon

Financial Representative

Aaron has been in the financial services industry since 2015. He began his career as an intern and moved his way up to becoming a Financial Representative. Native of Connecticut, he services clients in the tri-state area as well as...

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Robert DePalo, JD

Managing Associate

Robert has been in the Financial Services Industry for over 9 years. He received his BBA in Finance from Hofstra University as well as a JD from Hofstra Law. He Spent 8+ years at an Equities Broker Dealer as a Senior Vice President and...

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After spending 8 years automotive industry focused on business development, Tony decided to take his experience and skills and join Financial Services. Finding a way to make a greater impact in the lives of others and grow a business...

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Adam Dubov

Financial Representative

Adam began his career in the film industry before deciding to make a move to insurance where he worked for a small company primarily serving union workers in all 5 boroughs of New York City. From there, Adam transitioned over to...

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Taylor Dugan

Financial Representative

Originally Taylor is from the Northeast but attended the University of Alabama where she received her Bachelor’s Degree in Human Environmental Science. She has a passion for servicing her community and helping others but...

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Victor Ehrlich

Senior VP, Underwriting & Operations

Victor has been in the financial services industry for 22 Years. His father-in-law was a General Agent and invited him to begin a career as a Financial Representative. During his time as an FR Victor served a dual role as Disability...

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Jerome has been in finance for 23 years, since 1992 when he began his career with a Guardian agency after acquiring insurance and series 7 license. His prior career was with the international development team at Citibank and worked as...

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Mary Flanigan

VP, Director of Marketing

Mary has been in the financial services industry for 5 years and found her unique ability in helping Financial Advisors market themselves to grow profitable sustainable businesses. At the firm level, her focus is to grow brand...

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Greg Foley

Financial Advisor

Greg began his career in the financial services industry in the early 90’s where he managed Brokerage and Trading floor operations for Eurodollar, foreign currencies and S&P futures at the CME. He decided to shift into the Tech...

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Noal has been in the financial services industry for over 25 years. In his previous position as portfolio manager and trader, he worked with a team of professionals to build and manage an international equity portfolio. He believes by...

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Raul has been in finance for over 25 years. He previously worked for Park Avenue Securities operations for three years. With previous employers, he managed a variety of groups: the Brokerage Call Center, Retirement Services Call Center...

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Peter began his career in the wealth management industry in 2004. For over 10 years, he has been serving high net worth individuals and businesses, providing sound and efficient financial strategies to enhance and achieve his...

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Doug Holzer

Financial Representative

Doug has been in the financial services Industry for 6 years. Prior to working in the insurance industry he worked on Wall Street for 10 years, trading equities. Doug enjoys helping people by implementing a strong financial plan which...

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Kristen is a driven and energetic financial services professional helping clients become more organized with their business and personal finances. He helps his clients by taking an uncommon approach to traditional financial decision...

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William Katz

Financial Representative

William M. Katz began his career in the insurance, financial, and estate planning industry in 1991. Bill has over two hundred clients in the medical field and specializes in working with physicians. He has demonstrated his devotion to...

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Robert Kievit, CLU®, LUTCF

Senior Vice President of Development

Bob entered the Financial Services industry in 1979. He has a long-standing reputation within the industry as a client-focused professional. Currently serving as Senior Vice President at National Financial Network, Bob is a highly...

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Michael has been in financial services 12 years. His prior career was in advertising; he was a partner in a firm for 10 years that grew to about 70 people. He helped businesses develop strategic integrated marketing and creative...

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Eugene Linett, JD*M, CLTC

Financial Specialist & Long Term Care Specialist

Eugene has been in financial services for over 20 years. He was recruited to the business by producers he knew through his previous career working as President of men’s clothing company. He is a people person who bonds with...

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Ira has been in financial services for over 30 years. He has been a sales manager, training supervisor, and brokerage manager for multiple companies. In his current role as a semi-retired Brokerage Manager, he delivers exceptional...

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Frank Loscalzo has been in the financial services industry for over 45 years. As a Special Agent with National Financial Network, and its predecessor firms for 25 years, he serves hundreds of clients with a commitment to superior...

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Robert has been in the financial services industry for 20 years. He joined NFN in January 2008 and became a business partner with his father, Frank, a senior member of NFN. Prior to joining National Financial Network, Robert spent 12...

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Lisa has worked in the finance industry in complementary capacities since graduating from college. She began her career at Smith Barney, and worked primarily as an equities trader in capital markets for Citigroup and for a hedge fund...

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Michael has been in Financial Services for over 12 years. He joined Guardian Life in 2012 to help build new offices around the Eastern half of the U.S. He has played a number of roles in his career including strategic planning, field...

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Tony has been in the financial services industry for 40 years. He has served in almost every role in the industry, advisor, Managing Director, Senior Home Office Executive, but most of his time has been spent as a General Agent. Tony...

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Marc Merber

Financial Representative

Marc has been in the financial services industry for over 23 years. He is a Life Qualifying member of the Million Dollar Round Table. MDRT membership is recognized internationally as the standard of excellence in the life insurance and...

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David is a Senior Vice President with the National Financial Network. For nearly two decades he and his team have dedicated their practice to educating and advising high-net-worth individuals, physicians, executives, and business...

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Jason (Jay) Ortiz

Managing Director

Jay has been in the Financial Services industry for 12 years as an Operations Manager, Financial Representative, Managing Director, and Partner. The opportunity to learn this business from the inside out within different departments...

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A thirst for wanting more out of a career brought him to NFN. Brandon cares about making a difference, and wants to help people make better decisions for themselves and their families. Brandon spent the last 10 years in the sports and...

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CFP® practitioners must pass a compressive two-day, 10-hour exam, and must meet a multi-year experience requirement in order to use the CFP® certification marks. In addition the CFP®, James also earned the Chartered Financial...

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Dean begin his career in 2000, as a securities trader with Deutsche Bank Capital Markets after receiving a finance degree from Seton Hall University. Shortly after the events of September 11th, he began building his financial advisory...

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Elliot has been in financial services for over 50 Years, and is a former General Agent for Guardian Life. What makes Elliot unique is his unprecedented ability to listen and to ask questions. He enjoys helping people reach their...

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James Steidel

SVP / Director of Disability Insurance

Dr. Eric S. Studley is licensed to offer insurance products and specializes in the insurance planning needs of Healthcare Professionals. A renowned speaker in the Dental Community, Dr. Studley has lectured throughout the country on the...

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After graduating from Towson University with a degree in Sport Management and Business Administration which included studies in macro economic planning, Max interned at various private equity firms. Incorporating the financial and...

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Elizabeth evaluates new business opportunities to determine a strategic fit with our objectives and market dynamics. She develops and manages detailed financial models to estimate potential value of opportunities and helps articulate...

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Laurence Turell

Financial Specialist

Larry has been in the financial services industry for 26 years. His father brought him in to the financial world and mentored him along the way. Larry has been a specialist in employee benefits his entire career. He provides solutions...

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Richard Virzera

VP, Long Term Care Specialist

Robert Votruba, CFS, MBA, Ph.D.

Senior VP, Director of Investments

Dr. Votruba began his career in the financial services industry in 1993. As Director of Investments and Senior Vice President for National Financial Network, Robert oversees the firm’s 65 Registered Representatives and determines the...

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Marlene comes to us after spending 15 years as a Co-Founder of Klein Windmiller, LLC, a boutique legal consulting and recruiting firm specializing in strategic global attorney placement. Her clients included international law firms,...

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Saleh Yadgar

Financial Representative

Sal has been active in Financial services since 2014. His previous career for over 25 years has in commercial real estate market specifically of retail leasing and business development. He transitioned into this industry to add an...

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Paula has been in financial services since 1987. Her father was a Berkshire Life General Agent. He was also her mentor and showed Paula the passion and drive you need to be in this business. She specializes in helping clients protect...

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Gretta Zutz

Financial Professional

Registered Representative & Investment Advisor  of Park Avenue Securities and Financial Representative of Guardian.

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