All professional services organizations are distinguished by their people, and Cedar Brook is no exception. Our staff includes more than 50 investment and financial planning professionals who are ready to help with your most important financial planning challenges.

Click on the appropriate links below to learn more about the background and expertise of, and get the contact information for, our people.

A

Anderson, Richard - AIF®, Director of Retirement Plans Division
Aylsworth, Becky - Associate

B

Ball, Ann - Associate
Bar-Shain, Rebecca - MBA, Financial Planner
Baxter, Barbara - Partner
Beran, Roxanne - CLTC®, Insurance Planning Specialist

C

Cohen, Nan - MBA, CFP®, Partner
Creveling, Megan - Client Manager, Employee Benefits Division
Cuffari, Cheri - Associate

D

DeTomaso, Edward - CLU, ChFC®, Partner

F

Franz, Peter - Partner

G

Gabel, Craig - Client Manager, Retirement Plans Division
Gavlak, Bob - Client Manager
Glubiak, William - Founding Principal
Goodman, Tom - CLU, ChFC®, Partner

H

Hall, Cheri - Director of First Impressions
Hawke, William - CLU, CFP®, Partner
Hildreth, James - Associate Director of Wealth Strategies
Huff, Scott - Partner

K

Katz, Ben - Director, Employee Benefits Division
Kushner, Janine - Associate

L

Legan, Frank - Partner
Lorenzen, Ted - ChFC®, Partner

M

Mannen, John - CLU, ChFC®, CFP®, Partner
McCord, Cris - Associate
Milne, Martha - Associate
Moran, Kristen - CLU, CFP®, Director of Wealth Strategies
Munday, Mark - CFP®, Partner

N

Nakhooda, Azim - Chief Investment Officer, Principal
Newton, Jeremy - Chief Operations Officer, Chief Compliance Officer

P

Pal, Barbara - Associate
Perlmuter, Michael - JD, Managing Principal
Primerano, Michael - CFP®, Partner, Director of Insurance Advisory Services

R

Ringel, Mark - Partner
Robertson, David - CFP®, JD, Partner
Rogat, Ken - CLU, ChFC®, Partner
Rose, Norton - Partner
Rubin, Eric - CLTC, Partner

S

Schlang, Bradley - CFP®, Principal
Schneider, Randy - Partner
Shafiyan, Helene - Financial Advisor
Sheffey, Candace - Registered Office Assistant
Siedlecki, Diane - Office Concierge
Silver, Jessica - Associate
Slater, Howard - MBA, CLU, ChFC®, CFP®, Partner

T

Thayer, Kay - Associate
Tichar, Mark - Partner

W

Walsh, Theresa - Associate
Weiskopf, Mandy - Associate

Y

Yanowitz, Alan - JD, Partner