Our Team

 

Melanie Weinberg

Managing Partner
Melanie Weinberg is a Financial Security Advisor to high net worth families and businesses specializing in intergenerational wealth transfers, tax minimization and estate augmentation strategies, as well as charitable giving, corporate planning, and employee benefit programs.
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Jonathan Green

Partner
Jonathan Green has been providing professional financial advice since 1976. He guides highly successful business owners, professionals, and their families on a variety of matters dealing with wealth transition and business succession.
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Cindy

Partner
Chief Financial Officer

Diane

LL.B, TEP, CLU, TEP, FEA
Life Insurance & Estate Planning Tax Law

Glenn

LL.B, TEP, FEA
Life Insurance & Estate Planning Tax Law

Jean-Pierre

B.A.A, LL.B, M. Fisc, Pl. Fin, CSF
Fiscaliste, Tax & Estate Planning

Chris

CPA, CA, TEP
Trust, Tax & Estate Planning

Suzana

Group Insurance & Employee Benefits

Romeo

FALU, FLMI, ACS
Advanced Underwriting Specialist

Heather

Underwriting

Brigitte

Actuary

Jean

Actuary

Janice

New Business Administrator

Nadia

Group Insurance & Employee Benefits

Steven

Client Service Associate