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After 15 years in education as a teacher and principal, Tyler co-founded a food service company. Tyler has been in the financial services industry for three years and has worked for New York Life prior to coming to IPA. Tyler is Life, Health & Property & Casualty licensed.
Became a Financial Advisor with IPA in November of 2015. Prior to IPA, Greg worked on Wall Street for 10 years holding various positions in options and equity trading, investments, market analysis and prime brokerage. Greg has his Life & Health Licenses as well as his Series 7, 63, 65, 55, 4, 3.
John's practice is helping families find financial balance, adding layers of protection, and organizing their financial future. John will help work with his clients to meet their objectives, gain tax advantages, access to their money, and coordinate all pieces of their plan. John has his Life & Health licenses, as well as Series 6 & 63.
As a financial advisor, David concentrates his efforts working with closely held businesses, their executives and families. He is knowledgeable in all aspects of financial planning and wealth management. He brings a wealth of diverse experience to his practice, including specialties in investment services, asset and income protection strategies and personal and business planning. David has his Life, Health, and P&C Licenses, as well as the Series 7, 63 & 65.
Vince is a financial specialist with over twenty years of industry experience. He specializes in holistic planning for closely held business owners, families and executives. Vince’s approach and being held in the highest level of integrity with the advisory community, are the keys to the growth and development of his success.
Business succession, business continuity, estate planning, retirement planning, and asset protection incorporated with creative planning strategies have been the key elements of his success. Vince’s primary goal is to put a client in control of their situation while keeping the process simple, and flexible.
Vince received his B.S. degree in Accountancy from Rider College in Lawrenceville, New Jersey. After a year in corporate accounting, Vince quickly learned that his passion in life was in helping others and dealing with people while building strong relationships. He then transitioned into the financial planning world. He has been building his practice through a tremendous capability to build a significant network of relationships, resources and capabilities, which he shares with everyone he touches.
In addition to his entrepreneurial spirit in the business world, Vince has a deep passion for children and focuses this passion in the areas of philanthropy and charitable endeavors. Vince currently sits on numerous not-for-profit and charitable boards in the tristate area. Vince and his wife, Marisa, live in Bridgewater, NJ, with their three children. Vince has his Life & Health licenses as well as Series 6 & 63.
Since 2000, Greg has been providing families and businesses with comprehensive investment and risk management advice. Among the areas in which Greg focuses are wealth building, wealth protection, insurance planning, education funding, retirement income distribution strategies and estate planning. Greg currently lives in Whippany, NJ with his wife Kim and their two daughters. Greg has his Life & Health licenses as well as Series 7 & 66. Greg is also a Member of MDRT.
Stephen works with business owners and families helping them protect, organize and improve their overall financial plan, all while maximizing their goal reaching potential now & in the future. Stephen is Life & Health licensed as well as Series 6.
Donna has spent her career in financial services, beginning at American Express, then accepting a management role at UNUM, and eventually establishing her own practice in 1990. Donna’s focus has been planning for professionals and small to medium sized business owners. She has considerable experience in personal financial consulting and is practiced in creating innovative strategies that are designed to enhance financial security and maximize wealth. Donna has her Life & Health licenses as well as Series 6, 63, & 65.
Ki Yong is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. He has his Life, Health, P&C Licenses.
Alexis joined IPA in June of 2015. Alexis’ goal is to enrich the lives of all her clients through strengthened financial strategies. Alexis has her Life & Health licenses as well as the Series 7.
Bryan M. Kuderna is a Certified Financial Planner™, Life Underwriter Training Council Fellow, and Investment Adviser Representative with Kuderna Financial Team. He is a perennial qualifier for the industry’s prestigious Million Dollar Round Table®*. He is the author of the book, “Millennial Millionaire: A Guide to Become a Millionaire by 30”. He has successfully completed The National Marathon in Washington D.C, and The North American Ironman in Quebec, Canada. Bryan proudly serves his community as a member of The Colts Neck Business Association, The Asbury Park Rotary Club, Fellow of Lead New Jersey (LNJ), Class of 2016, and The Monmouth Ocean Developments Council (MODC). He is also on the YMCA’s Board of Directors. Bryan has his Life and Health licenses as well as Series 6, 7, 63 & 65.
Mickey joined IPA in September 2014. He attended Magen David Yeshivah High School and Brooklyn College, graduating Magna Cum Laude with a Bachelor of Science in Business, Management, and Finance. His goal is to service his community in financial organizing, life/disability insurance, and business/estate planning. His personalized financial plans are structured to protect and ensure assets and income, while mirroring ways to alleviate tax exposure. Mickey married in May 2015 and splits time between Brooklyn, NY and Deal, NJ with his wife Inez. During his free time, Mickey plays sports, spends time with his wife, and enjoys stand-up comedy. Mickey has his Life & Health licenses.
After graduating Monmouth University in 2013 with a Bachelor’s Degree in Marketing, Vincent joined the IPA family as a Registered Representative in July 2016. Alongside his academic career and through today, Vincent is a Professional BMX Athlete, who continues to be recognized by the action sports community all across the world. Always looking to expand his education, Vincent holds his Life & Health Licenses, his Series 7, as well as is currently enrolled with The American College of Financial Services to earn his FSCP designation.
Jeanne has over 20 years’ experience in the insurance and investment industry, specializing in client development and management. Her mission is to guide her clients through a financial process that helps organize their financial life by aiming to minimizing taxes, minimizing risk and maximizing their protection and cash flow. Her process has the propensity to create security and prosperity for both individuals and business owners by providing guidance, accountability and execution of financial strategies. Jeanne has her Life & Health licenses as well as her Series 7 & 66.
Anita seeks to Ask, Listen, then Solve matters for clients. In 2010 Anita joined International Planning Alliance, LLC (IPA) as a financial advisor, based in Albany, New York, area. Anita has her Life & Health licenses as well as Series 7, 63, & 65.
Nicholas Panagiotakis has been a Certified Financial Planner for more than 15 years. He has specialized in both personal and corporate financial engineering. Nick has his Life and Health licenses as well as Series 7, 63 & 65.
Salvatore has his Life & Health licenses as well as Series 6, 7, 63, & 65.
Born in the historic Hudson Valley New York, it was there that Jeremy gained a wide range of business experience. Jeremy started his first business at the age of 19. From there, he spent the next 15 years managing and operating his family’s distribution company. Over time Jeremy has managed and partnered in four different businesses that are still in operation to date. This experience has taught him the trials and tribulations of being a small business owner and how to overcome any challenges. Jeremy has his Life & Health licenses as well as Series 7 & 66.
Rob helps individuals and business owners achieve their financial goals and increase certainty in their lives. The planning process is holistic and covers retirement and college planning and all forms of protection including Life, Disability and Long Term Care insurance. The goal is an overall estate plan that helps reduce financial stress to the individual and their family. Rob has his Life, Health, and LTC* licenses as well as Series 7 & 63.
*Neither Guardian nor its subsidiaries issue long-term care insurance.
Anju joined International Planning Alliance LLC as a Financial Specialist in 2010. She is a CFA® Charterholder and holds FINRA Series 7, 24, 63, and 65 licenses, along with life & health. Since 2011, as a co-ACO, she has been responsible for oversight and supervision of the Agency’s registered representatives and detached offices. Besides, she supervises information security, technology and business operations. Anju also provides financial advice to her business and individual clients. Anju has her Life and Health licenses as well as Series 6, 7, 24, 63 & 65.
Kyle Smith has been with IPA since graduating from The College of New Jersey in 2015. He is expanding his practice by working with motivated engineers and young professionals. He enjoys distance running, learning about renewable energy and spending time outdoors. Kyle has his Life & Health licenses.
Dan is a Financial Advisor specializing in the sale and servicing of corporate and individual retirement plans. Dan has his Life and Health licenses as well as Series 6 & 63.
Jeff has been in the financial services industry for 28 years. He has qualified for Leaders Club, Million Dollar Round Table, and Court of the Table. His hobbies include weightlifting, racing cars, and flying his Cessna 172 plane. He currently resides in Westport, CT. Jeff has his Life and Health licenses as well as Series 6, 63 & 65.
David has been guiding individuals and business owners on how to build and sustain wealth. He also helps them to minimize unforeseen risks. He has been specializing in insurance planning on both personal and business levels. David has his Life & Health licenses.
Nochum assists families and small businesses to minimize their overall tax burden by recommending appropriate income and estate planning techniques that will preserve capital for future generations. He guides families and businesses on tax-efficient transfer of family assets and businesses, and helps families promote their philanthropic objectives through planned giving, charitable trusts, and family foundations. Nochum is a Member of MDRT, has his Life & Health licenses as well as Series 7 & 66.