Broker Check

Associates

Mark Hudesman

Financial Representative

Abe Bixenspan

Registered Representative, Park Avenue Securities

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...

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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...

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Adam Schlossberg

Financial Representative

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

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Adam Minker

Financial Representative

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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...

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Andie Perlmutter

COO, Associate General Agent

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...

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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...

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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...
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Ari-Ben Kirschbaum

Financial Advisor

akirschbaum@fhfg.com

Ari-Ben (Ari) Kirschbaum is a Financial Advisor working out of the Melville office of Forest Hills Financial Group (FHFG) specializing in life and disability insurance, annuities and investments. Ari brings to FHFG over twenty...

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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...
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Robert A. Weinstein

Financial Advisor

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

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Brennen Forster, MBA

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...

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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...
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Charles Werzberger

Financial Representative

Charles Werzberger brings over twenty years of experience in the medical field and photo/video industry to Forest Hills Financial Group (FHFG). As a Financial Representative, Charles helps individuals, families and business owners view...

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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...

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Dana L. Lind

Financial Representative

Dana L. Lind brings to Forest Hills Financial Group the strength of more than a decade of experience in the insurance and financial services industry. Prior to joining FHFG, Dana developed a unique insight into the needs of others and...

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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...

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Daniel Silfer

Financial Representative

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David A. Perlmutter

Managing Partner, General Agent, Registered Principal

dperlmutter@fhfg.com

David A. Perlmutter is a General Agent 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 office in Forest...

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Diane Neustadt

Director of Operations

diane_neustadt@fhfg.com

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

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Donna M. Rothar

Marketing Director

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Dorrette Brown, MPA, CLTC

Registered Representative

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...
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Eduard Kheyson

Financial Representative

eduard.kheyson@fhfg.com

Eduard Kheyson is a Financial Representative with Forest Hills Financial Group (FHFG) specializing in life insurance, fixed annuities and long term care. Eduard provides his clients with innovative ways to help them with their finances...

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Edward Barakov

Financial Representative

Edward Barakov (Eddie) is a Financial Representative with Forest Hills Financial Group (FHFG), committed to providing his clients with the tools and knowledge needed to help them become financially free. When speaking with small...

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Elise Goldberg

Financial Representative

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Elisheva Hay

Financial Advisor

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Erik M. Boender

Financial Representative

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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...
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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...
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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...

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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...

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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...

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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...

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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...

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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...
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Ilov Mosheyev

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...

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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...
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Joel P. Greenberg

Financial Advisor

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

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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...
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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...

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Juan Gabriel Cofre

Financial Representative

juangabriel.cofre@fhfg.com

Juan Gabriel Cofre (Jon) is a Financial Representative with Forest Hills Financial Group (FHFG) who takes pride in his ability to connect with people. Engaging and personable, Jon establishes a sense of trust early on, fueling mutual...

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Julie Engel

Recruiting Director

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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...

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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....

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Kylie Bowman

Financial Representative

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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...

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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...

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Leticia Blanco

Financial Representative

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Louis Perino

Wealth Management Advisor

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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...
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Mariama Diallo

Financial Representative

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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...

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Matthew Spatola

Financial Advisor

Matthew Spatola (Matt) is a Financial Advisor with Forest Hills Financial Group (FHFG) who is driven to help his clients maximize their wealth and protect their assets, so they can enjoy everything life has to offer. Matt’s...

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Max McKinney

Financial Representative

max.mckinney@fhfg.com

Max McKinney is a Financial Representative with Forest Hills Financial Group (FHFG specializing in diversified investments, estate planning and tax advantaged savings strategies. Max strives to be the quarterback of his client’s...
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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...
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Michael Librett

Managing Director, Director of Business Development

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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...
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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...

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Nathan M. Perlmutter, CLU®, CHFC®

President and CEO, General Agent

nperlmutter@fhfg.com

Nathan M. Perlmutter, CLU®, ChFC®, the President and Chief Executive Officer 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 City,...

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Naveen Joshi

Financial Advisor

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

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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...

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Oriana Smith

Financial Representative

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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...
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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...

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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...

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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...

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Premadasan Kunhunni

Financial Representative

Randy Brickman, LUTCF, CLTC

Financial Representative

Randy Brickman is a Financial Representative in the Melville office of Forest Hills Financial Group, dedicated to helping secure the financial future of his clients.  He specializes in Long Term Care Planning*, life insurance,...
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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...

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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,...
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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...
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Rick Indelicato, III

Investment Advisor Representative

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...
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Ronald Rosenberg

Financial Advisor

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

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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...

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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...
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Sridhar Rao

Financial Representative

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...

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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...

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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...

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Surendra Parikh, LUTCF

Registered Representative, Park Avenue Securities

Registered Representative of Park Avenue Securities
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Suzanne Schulze

Financial Representative

Suzanne Schulze is a Financial Representative with Forest Hills Financial Group (FHFG), whose core philosophy and approach is to guide her clients to protect what’s most important to them. Suzanne works with individuals, families...
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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...
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Thomas Kenny

Financial Representative

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...

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Travis Hayon

Financial Representative

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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...

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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...
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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...

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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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