Associates

Abi Naparstek

Financial Representative

Abi Naparstek is a Financial Representative working out of the New York City office of Forest Hills Financial Group (FHFG). He strives to help educate individuals, families and businesses on the importance of protection, putting them...

Adam D. Cline, CFP®, CLU®, ChFC®, CLTC®

Senior Vice-President, Long Term Care Specialist

Adam D. Cline, CFP®, CLU®, ChFC®, CLTC® is the agency “Long Term Care Specialist” at Forest Hills Financial Group. Adam is dedicated to supporting his clients in their efforts towards securing and...

Adam Schlossberg

Financial Representative

Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian

Adam Minker

Financial Representative

Amy Salo, CFP®, CAP®, CExP™

Managing Partner, General Agent, Registered Principal

amy.salo@fhfg.com

Amy Salo is a Managing Partner with Forest Hills Financial Group (FHFG) who is passionate about the financial services industry, the people she serves, and the potential for her team of advisors and clients to ensure the next...

Andie Perlmutter

COO, Managing Partner

aperlmutter@fhfg.com

Andie Perlmutter, Chief Operating Officer and Associate General Agent at Forest Hills Financial Group, is also the firm’s Disability Income Specialist. Andie has embraced this role and is proactive in teaching the importance of...

Andrew B. Ciampichini

Financial Advisor

Andrew Ciampichini is a Financial Advisor with Forest Hills Financial Group (FHFG), specializing in wealth management, investments, fixed income and protection. His mission is to bring new and existing clients a more wholistic...

Anthony Bertrami, M.S., CLU®

Financial Representative

Anthony (Tony) Bertrami is a Financial Representative working out of the Melville office of Forest Hills Financial Group (FHFG) His primary goal is to listen to his client’s financial dreams and objectives, and help them create a...

Anya Tyutyunik

Managing Director

Anya Tyutyunik is a Managing Director with Forest Hills Financial Group (FHFG) with over fifteen years of experience in sales, management, and talent acquisition in the financial services industry. Anya is passionate about connecting...

Bangrui Lee

Financial Representative

Benjamin J. Bush, CLU

Financial Advisor

Benjamin J. Bush, CLU is a Financial Representative with Northeast Private Client Group. Through his work, Ben demonstrates a firm commitment to providing clients with sound, proven financial strategies that will help them maximize...

Robert A. Weinstein

Financial Advisor

Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian

Brennen Forster, MBA, RICP®

Financial Advisor

Brennen Forster, MBA, is a Financial Representative working out of the New York City office of Forest Hills Financial Group (FHFG). Brennen takes a personal interest in the lives of his clients as he helps them organize their wealth and...

Bryan T. Davis, CFP, CLU, ChFC, IRS Enrolled Agent

Director of Advanced Planning

As Director of Advanced Planning with Forest Hills Financial Group (FHFG), Bryan takes pride in being a collaborator, and his mission is to provide the best teaching and case partnering experiences he can deliver to the associates at...

Colette Alagia

Financial Representative

Colette Alagia is a Financial Representative with Forest Hills Financial Group (FHFG) who strives to improve people’s lives by easing their stress while providing an enjoyable experience in the process. Colette takes pride in...

Connor Cronin

Financial Representative

Connor Cronin is a Financial Representative with Forest Hills Financial Group (FHFG) who supports clients with personalized, goal-oriented financial strategies delivered through a thoughtful, detail-driven approach. He is committed to...

Dana Lind

Financial Advisor

Dana L. Lind is a Financial Advisor with Forest Hills Financial Group with over twenty-seven years of experience in the insurance and financial services industry. Dana has a unique insight into the needs of others, and it is her...

Daniel Hochler

Financial Representative

daniel_hochler@fhfg.com

Daniel Hochler has been a Financial Representative with Guardian Life since 2013, working out of the New York City office of Forest Hills Financial Group (FHFG). Since day one, his primary focus is being a resource to his clients for...

David A. Perlmutter

General Agent, Managing Partner, Registered Principal

dperlmutter@fhfg.com

David A. Perlmutter is a General Agent, Managing Partner and Registered Principal at Forest Hills Financial Group (FHFG), a full service financial planning firm with sales offices in New York City and Melville, Long Island; a corporate...

Diane Neustadt

Director of Operations

diane_neustadt@fhfg.com

Her diverse background in operations, administration and employee relations brings unique value to...

Donna M. Rothar

Marketing Director

As Marketing Director at Forest Hills Financial Group (FHFG), Donna Rothar brings twenty plus years of experience in marketing, management, insurance, and sales support to the firm. Donna helps develop and execute integrated marketing...

Dorrette Brown, MPA, CLTC

Financial Advisor

Dorrette Brown is a Registered Representative with Forest Hills Financial Group (FHFG) with over twenty-five years of experience in the financial services industry. A seasoned professional with a holistic mindset, Dorrette specializes...

Elise Goldberg

Business Development Associate, Wealth Management Advisor

Elisabeth Goldberg (Elise) is a Business Development Associate and Wealth Management Advisor with Forest Hills Financial Group (FHFG) whose focus is on developing tailored insurance strategies, fostering strong client relationships,...

Emily Koenig, MBA

Managing Associate

Emily Koenig joins Forest Hills Financial Group (FHFG) as a Managing Associate, assisting the leadership team with talent acquisition and onboarding of new advisors. Emily is committed to helping and motivating people to be the best...

Erin O'Donnell, MBA

Financial Representative

Erin O’Donnell is a Financial Representative with Forest Hills Financial Group (FHFG) whose mission is to approach every client relationship with authenticity and adaptability—building trust while helping clients understand their...

Evan D. Tepper

Vice President of Talent Acquisitions, New Agent Development

evan_tepper@fhfg.com

Evan D. Tepper, Vice President of Talent Acquisitions and New Agent Development works out of the Melville office of Forest Hills Financial Group (FHFG). Evan finds nothing more meaningful than having a positive impact on people’s lives...

Evelyn Gellar, FSCP®, LUTCF, RICP®, CDFA®, CLTC®

Managing Director

Evelyn Gellar is a Managing Director with Forest Hills Financial Group (FHFG) who has flourished in many professional roles throughout her many years in financial services. A forward-thinking business development leader, Evelyn takes...

Faisal Shahed, MBA

Financial Advisor

Faisal Shahed began his career in the financial industry with Forest Hills Financial Group (FHFG) in 2003. He has an Honors and Masters degree in Marketing from the prestigious Dhaka University in Bangladesh and an MBA from the...

Frank A. Schursky

Financial Advisor

Frank is a Financial Representative in the New York office of Forest Hills Financial Group, dedicated to helping secure the financial future of his clients. Frank takes pride in his ability to build long lasting relationships with both...

Fred Huang, MBA, CLF

Managing Director

fred.huang@fhfg.com

Fred Huang is a Managing Director at Forest Hills Financial Group (FHFG) with nearly twenty years of experience in recruiting, mentoring and management in the financial services industry. Fred incorporates his...

Harvey E. Weiner

President, Group Services

Harvey E. Weiner has been in the financial services and insurance industry for over twenty-eight years. He is the founder; President and Chief Executive Officer of Forest Hills Group Services, Inc. Harvey began his career working for...

Hector M. Rivera, CFP®, CLU®

Director of Investments, Financial Advisor

hrivera@fhfg.com

Hector M. Rivera, CFP®, CLU® is the Director of Investments and a Financial Advisor with Forest Hills Financial Group (FHFG) working in both the NYC and Melville locations. As a Certified Financial Planner™, Hector helps...

Henry Schneider, CLTC

Vice President, Financial Advisor

henry_schneider@fhfg.com

Henry M. Schneider values his client relationships above all else as he helps them fulfill their needs, understand their interests, and secure their financial futures. Henry prides himself as being a “value added” to his clients and...

Ilana Piper

Recruiter

Ilana Piper is an experienced recruiter with over seven years of success in recruitment. With a strong background in banking, sales, and customer service, Ilana brings a unique perspective to talent acquisition, enabling her to...

Isa Abdur-Rahman

Financial Representative

Isa Abdur-Rahman is a Financial Representative with Forest Hills Financial Group (FHFG), dedicated to educating and guiding his clients so they can thrive and live fuller lives. With a background in coaching and nonprofit leadership,...

Isabelle Borohov

Director of Internships

Isabelle Borohov is a Financial Representative with Forest Hills Financial Group (FHFG), dedicated to serving as a lifelong resource for her clients. Her mission is to help individuals, families, and business owners plan for today so...

Jackson Busse

Financial Representative

Jackson Busse is a Financial Representative with Forest Hills Financial Group (FHFG) who believes insurance planning should be clear, strategic, and built on trust. Jackson helps individuals, families and business owners create...

Janna Hester

Financial Representative

Janna Hester is a Financial Representative with Forest Hills Financial Group (FHFG), dedicated to building meaningful, lasting relationships grounded in trust and integrity. Her entrepreneurial spirit and genuine passion for business...

Jared De Candia

Financial Representative

Jeff W. Israel

Sr. Vice President, Registered Representative

Jeff W. Israel is one of the original associates of Forest Hills Financial Group since it’s inception in 1980. During his over thirty year tenure, he has held every position within the company including Brokerage Manager and...

Jillian Kashuba

Managing Associate

Jillian Kashuba (Jill) is a Managing Associate with Forest Hills Financial Group (FHFG), bringing almost a decade of experience in the financial services industry. With a solid foundation in finance, recruiting, and leadership, Jill...

Joe Vitanza

Financial Representative

Joe Vitanza is a Financial Representative with Forest Hills Financial Group (FHFG) who is committed to building long lasting relationships based on trust and respect. People-oriented and approachable, Joe creates an instant rapport...

John Isaac

Financial Advisor

john_isaac@fhfg.com

Professional Career: Vice President, Forest Hills Financial Group Inc. 305 Old Tarrytown Rd. White Plains. NY 10603. USA .914 579 5073 For the past 27 years, John Isaac has been an independent investment adviser, helping clients build...

John T. Melkun

Financial Representative

John T. Melkun is a Financial Representative working out of the Melville office of Forest Hills Financial Group (FHFG). John builds strong, long lasting relationships by carefully listening to his client’s goals and objectives...

Jordan Eidelkind

Financial Advisor

Jordan Eidelkind is a Financial Representative with Forest Hills Financial Group (FHFG), whose goal is to empower individuals, families, and business owners with the knowledge and tools they need to make informed financial decisions....

Joseph DeStefano

Financial Representative

Joseph DeStefano (Joe) is a Financial Representative with Forest Hills Financial Group (FHFG) whose mission is to help clients make confident financial decisions through thoughtful guidance and transparent planning. Joe prides himself...

Kamran Khan

Financial Representative

Karla Johnson

Office Manager, Melville

Ken Cusick

New Business Manager, ACO

Kenneth Cusick (Ken) has been at the helm as Manager of the New Business Underwriting Department of Forest Hills Financial Group (FHFG) since 2000. Based in the Forest Hills office, he is a proven leader and has thrived in managing his...

Klara Muratova

Vice President, Financial Advisor

Klara Muratova is a Financial Representative who truly cares about benefiting her clients. She takes pride in her loyalty and integrity, and her ability to develop long lasting relationships with individuals and businesses alike....

Kyara Velasquez

Financial Representative

Kyara Velasquez is a Financial Representative with Forest Hills Financial Group (FHFG) who brings strong organizational, communication, and critical thinking skills to her work with individuals, families, and business owners. Driven by...

Lawrence Barth, CLU, ChFC, LUTCF

Financial Advisor

Lawrence Barth, CLU, ChFC, LUTCF (Larry), CEO and President of AJJ Planning Services brings over 25 years of experience in the financial services industry to Forest Hills Financial Group (FHFG). Larry works with businesses, healthcare...

Leonard Cohen, MBA

Financial Advisor

Leonard Cohen, MBA, is a Financial Representative in the Melville office of Forest Hills Financial Group (FHFG), dedicated to helping his clients build, accumulate and preserve wealth as they plan for a secure future. He specializes in...

Leticia Blanco

Financial Representative

Leticia Blanco (Lety) is a Financial Representative with Forest Hills Financial Group (FHFG) with over twelve years of experience in sales and service. As a Latina professional and working mom, Lety relates to the challenges of...

Li Li

Registered Representative

Li Li is a Registered Representative at Forest Hills Financial Group (FHFG), where she combines her extensive background in data analysis and risk assessment with a holistic, personalized approach to insurance planning. Her mission is...

Louis Perino

Wealth Management Advisor

Louis Perino (Lou) is a Wealth Management Advisor with Forest Hills Financial Group (FHFG) specializing in whole life insurance, trust and estate planning, gifting strategies, and college funding. Lou has over twenty years of...

Lovepreet Ghotra

Financial Representative

lovepreet.ghotra@fhfg.com

Lovepreet Ghotra is a Financial Representative with Forest Hills Financial Group (FHFG) who builds strong and positive lifetime relationships based on trust and integrity. Lovepreet provides his clients with financial strategies to...

Malcolm Migoya

Financial Representative

Malcolm Migoya is a Financial Representative with Forest Hills Financial Group (FHFG), where his mission is to help individuals, families, and business owners turn complex parts of wealth building into clear, actionable strategies that...

Mark Murphy, CLU® , ChFC®

Financial Advisor

Mr. Murphy is the Chief Executive Officer of Northeast Private Client Group. Northeast Private Client Group is a national financial planning and wealth management firm headquartered in Roseland, New Jersey. Unlike other financial...

Matthew Nonnenmacher

Financial Representative

Michael P. O'Sullivan

Financial Advisor

michael_osullivan@fhfg.com

Michael P. O’Sullivan is a Financial Advisor working out of the Melville office of Forest Hills Financial Group (FHFG). Michael is an experienced professional with a successful insurance and investment practice that has grown through...

Michael Librett

Managing Director, Director of Business Development

Michael Librett (Mike) is a Managing Director and Director of Business Development at Forest Hills Financial Group (FHFG). With over fifteen years of financial services experience, Mike understands the critical needs of business owners...

Michael Di Marco

Financial Representative

Michael Di Marco is a Financial Representative with Forest Hills Financial Group (FHFG) bringing more than twenty-five years of experience in leadership, operations, and consulting to the firm. Throughout his career, he has been...

Michael E. Feldman

Financial Representative

michael_feldman@fhfg.com

Michael is a Registered Representative and Financial Advisor in the Melville office of Forest Hills Financial Group. His mission is to help his clients get organized financially, and to use money more efficiently. He shows people how...

Michael P. DeLuccia, JD

Chief Administrative Officer

Michael P. DeLuccia, JD (Mike) brings over seventeen years of experience in financial services to Forest Hills Financial Group (FHFG). Throughout his career, Mike has been a valuable resource to management and associates on all...

Nathan M. Perlmutter, CLU®, CHFC®

President and CEO, General Agent

nperlmutter@fhfg.com

NATHAN M. PERLMUTTER, CLU®, ChFC®, President, Chief Executive Officer and General Agent of Forest Hills Financial Group, Inc., founded the agency in 1980 as a General Agent of The Guardian Life Insurance Company of America, New York...

Nicholas J. Alfino, CFP, CFS, CAS

Financial Representative

Nicholas J. Alfino (Nick) is a Financial Representative working out of the Melville office of Forest Hills Financial Group (FHFG), specializing in Portfolio management, wealth accumulation, tax savings strategies and retirement...

Nicholas Varrialle

Financial Representative

Pablo Idrovo

Financial Representative

Pablo Idrovo is a Financial Representative with Forest Hills Financial Group (FHFG) who carefully listens to his client’s questions and concerns, building life-long relationships with a commitment to guiding them every step of...

Pambayan Meyyan, MBA

Financial Representative

Pambayan Meyyan, MBA, has been with Forest Hills Financial Group (FHFG) for thirteen years and specializes in Insurance Services, Investment Services, and Wealth Preservation. Meyyan strives to understand his client’s interests and...

Pavel Muratov

Financial Representative

Pavel (Paul) Muratov joins Forest Hills Financial Group with an interest and confidence in working with young professionals to assist them in co-creating their financial wealth success plan. He has combined his substantial background...

Pinny Farkas

Financial Representative

Pinny Farkas is a Financial Representative with Forest Hills Financial Group (FHFG) whose mission is to create an engaging space where his clients feel comfortable exploring strategic paths that lead to their financial freedom. Pinny...

Randy Brickman, LUTCF, CLTC

Financial Advisor

Randy Brickman is a Financial Representative with Forest Hills Financial Group (FHFG), dedicated to helping individuals and businesses secure their financial futures. He specializes in long-term care planning, life insurance,...

Remy Wagman

Financial Representative

Remy Wagman is a Financial Representative working out of the New York City office of Forest Hills Financial Group (FHFG), specializing in Financial and Insurance Services. With over eighteen years in commodities trading, Remy has...

Richard Piazza

Managing Director

richard.piazza@fhfg.com

Richard Piazza brings over twenty years of diverse experience in wealth management, business development, sales, and service within the financial services industry to Forest Hills Financial Group (FHFG). Richard is adept at attracting,...

Enrico Indelicato, Jr.

Financial Advisor

Enrico Indelicato Jr. (Rick) is a seasoned veteran in the industry with forty years of distinguished service. Rick brings to his clientele a time-tested track record along with a career that has been hallmarked by a history of...

Rick Indelicato, III

Financial Advisor

Rick Indelicato III is an Investment Advisor Representative (IAR) with Forest Hills Financial Group (FHFG), specializing in investments, insurance, annuities, retirement and estate planning for the past 20 years. Rick uses simple...

Ryan Cornacchia

Financial Advisor

Ryan Cornacchia brings over twelve years of experience spanning wealth management and real estate to Forest Hills Financial Group (FHFG). Ryan takes pride in his ability to have meaningful conversations and build genuine connections...

Sam Beller, CLU® , ChFC®

Special Agent

Samira Bawa

Financial Representative

Samira Bawa is a Financial Representative with Forest Hills Financial Group (FHFG), whose mission is to provide individuals, families, and communities with the tools, guidance, and confidence they need to make informed financial...

Samuel Katz, CFP

Financial Representative

samuel.katz@fhfg.com

Samuel Katz (Sam) is a financial representative working out of the Manhattan office of Forest Hills Financial Group (FHFG). He ran his own tax practice in Scarsdale for over twenty years before offering financial planning for the...

Shaosen Cheng

Financial Representative

shaosen.cheng@fhfg.com

Shaosen Cheng, Financial Representative Shaosen (Sam) Cheng is a Financial Representative who brings over twenty-five years of diverse experience in financial services to Forest Hills Financial Group (FHFG). Sam leverages his in-depth...

Spencer Beidner

Financial Representative

Spencer Beidner is a Financial Representative with Forest Hills Financial Group (FHFG), where his mission is to empower individuals, families, and business owners with clarity and confidence around their financial decisions. Through a...

Stephen J. DelliBovi

Managing Director

stephen.dellibovi@fhfg.com

Stephen J. DelliBovi is a Managing Director working out of the Melville office of Forest Hills Financial Group (FHFG). He loves engaging in conversation and takes pride in his ability to build strong and positive lifetime...

Steven D. Lichtenstein, CLU®, ChFC®

Sr. Vice President Investment Specialist, Wealth Management Advisor

steven_lichtenstein@fhfg.com

Steven D. Lichtenstein, CLU® , ChFC® has provided advice and guidance to a myriad of clients, including high net worth individuals, trade organizations and small-to-medium sized business owners since...

Steven Maryles, MD

Financial Representative

Dr. Steven Maryles is a Financial Representative with Forest Hills Financial Group (FHFG), where he brings a holistic, relationship‑driven approach to financial services. By combining personal insight with thoughtful, strategic...

Steven J. Schacter, JD

Sr. Vice President, Registered Representative

steven_schacter@fhfg.com

As a Senior Vice President with FHFG for 34 years, Steven J. Schacter’s mission is to listen to his clients’ financial dreams and objectives and implement a plan to help make them happen. Steven counsels his clientele on...

Tey Kim

Financial Representative

tey.kim@fhfg.com

Tey Kim is a Financial Representative with Forest Hills Financial Group (FHFG) who works with millennials through holistic financial planning. He is committed to helping young people learn how to be responsible with their finances...

Tina Beauchamp, MBA

Financial Representative

Tina Beauchamp is a Financial Representative with Forest Hills Financial Group (FHFG) whose mission is to help people feel confident and in control of their financial lives—no matter where they’re starting from. Tina strives to ensure...

Thomas F. Palmeri, LUTCF

Registered Representative, Park Avenue Securities

Thomas F. Palmeri, LUTCF brings to Forest Hills Financial Group over a quarter century of experience in insurance, investments, estate preservation and employee benefit plans. A graduate of St. Joseph College with a degree in Human...

Travis Hayon

Financial Advisor

Travis Hayon is a Financial Advisor with Forest Hills Financial Group (FHFG) who specializes in serving high-net-worth individuals, business owners, equity-compensated professionals, healthcare providers, and other white-collar...

V. Nagendra Gupta

Sr. Vice President, Registered Representative

V.Nagendra Gupta is a Vice President of Forest Hills Financial Group working out of the Melville, New York office. Mr.Gupta is a very friendly person both personally and professionally. Gupta has always had a genuine interest and...

Vincent J. Cagnina

Registered Representative

Vincent Cagnina (Vinny) is a Registered Representative with Forest Hills Financial Group (FHFG) specializing in asset allocation, protection and risk management. With over ten years of experience in the financial services industry, as...

Vlad Shafir

Financial Representative

vlad.shafir@fhfg.com

Vlad Shafir is a Financial Representative with Forest Hills Financial Group (FHFG) specializing in life insurance and retirement planning for business owners, individuals and families. He provides customized recommendations based on...

Yosef Moskowitz, LUTCF

Financial Advisor

Yosef Moskowitz is a Financial Advisor with Zodiac Wealth Management and Forest Hills Financial Group (FHFG). He specializes in life and disability insurance, college funding, executive planning and wealth accumulation. Yosef works...

Zisel Rosen, LUTCF

Registered Representative, Park Avenue Securities

Zisel Rosen is a financial services representative whose personal mission is to benefit her clients. She has spent the past 24 years educating and inspiring them to maximize their wealth, protect their assets, plan for retirement and...

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Associates