Our Team

Greg specializes in estate planning with a breadth of experience in conserving wealth, he also has signifi­cant experience in insurance and benefit planning, estate conservation and tax diversification strategies. While Greg offers his client services on an a la carte basis, he is also well known for his ability to take a broader perspective and provide an in depth strategic analysis to protect both businesses/individuals, and positions them to thrive.

A fixture among the top agents in the nation, Greg is a recurring Court of the Table qualifier of the Million Dollar Round Table having achieved this distinction for the prior 6 years. MDRT is widely recog­nized as the standard of excellence in life insurance sales performance. He is one of the most accomplished insurance professionals at New York Life Insurance Company and consistently ranks among the highest producing agents in the country. He consistently strives to perform at the peak of his abilities, and his accolades are proof that he routinely succeeds.

A firm believer in giving back to the community, Greg has served for many years as a Board Member of the Cold Spring Hills Civic Association. He is a Vice President of the Board of Directors at the Friends of Oheka, a non-profit organization dedicated to the preservation of a historic Long Island landmark.

In addition to his charity work and community service, Greg is a fitness enthusiast and an exercise junkie, who can be found in the gym six days a week. An ambitious outdoorsman, he enjoys skiing, biking and off road riding. When he's not breaking a sweat, Greg loves relaxing by the pool and spending time with his family.

Alison specializes in estate planning with experience in conserving wealth, with experience in insurance and benefit planning, estate conservation and tax diversification strategies. While Alison offers her client services on an a la carte basis, she is also well known for her ability to apply a broader perspective and develop an in depth strategic analysis to protect both businesses and individuals.

Alison provides customized retirement and estate planning for business owners and families of all sizes and incomes. Allison is also an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life Company.

Alison’s Services Include

In addition to working full-time, Alison is a wife, and mother of two children and is very active in volunteering within her community. Alison has previously served on two PTA boards within the Commack School district. Alison also actively volunteers for “We the People Organization” which is a non-profit organization where she helps raise money for the working poor on Long Island. Alison works with her community in raising funds for the people on Long Island and also the students in her district with Commack Coalition of Caring.