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

Alan Yanowitz - JD, Partner
Ann Ball - Associate
Azim Nakhooda - Chief Investment Officer, Principal

B

Barbara Baxter - Partner
Barbara Pacifico - Associate
Barbara Pal - Associate
Becky Aylsworth - Associate
Ben Katz - Director, Employee Benefits Division
Bob Gavlak - Client Manager
Bradley Schlang - CFP®, Principal

C

Candace Sheffey - Registered Office Assistant
Cheri Cuffari - Associate
Cheri Hall - Director of First Impressions
Craig Gabel - Client Manager, Retirement Plans Division
Cris McCord - Associate

D

David Robertson - CFP®, JD, Partner
Diane Siedlecki - Office Concierge

E

Edward DeTomaso - CLU, ChFC®, Partner
Eric Rubin - CLTC, Partner

H

Helene Shafiyan - Financial Advisor
Howard Slater - MBA, CLU, ChFC®, CFP®, Partner

J

James Hildreth - Associate Director of Wealth Strategies
Janine Kushner - Associate
Jeffrey Biggar - CFP®, Partner
Jeremy Newton - Compliance Manager
John Mannen - CLU, ChFC®, CFP®, Partner
Jon Joseph - Partner

K

Katharine Goss - Partner
Kay Thayer - Associate
Ken Rogat - CLU, ChFC®, Partner
Kristen Moran - CLU, CFP®, Director of Wealth Strategies

L

Len Peffer - Partner

M

Mandy Weiskopf - Associate
Mark Munday - CFP®, Partner
Mark Tichar - Partner
Martha Milne - Associate
Megan Creveling - Client Manager, Employee Benefits Division
Michael Perlmuter - JD, Managing Principal
Michael Primerano - CFP®, Partner, Director of Insurance Advisory Services

N

Nan Cohen - MBA, CFP®, Partner
Nina DiPalma - Registered Assistant
Norton Rose - Partner

P

Peter Franz - Partner

R

Randy Schneider - Partner
Rebecca Bar-Shain - MBA, Financial Planner
Richard Anderson - AIF®, Director of Retirement Plans Division
Roxanne Beran - CLTC®, Insurance Planning Specialist

S

Scott Huff - Partner

T

Ted Lorenzen - ChFC®, Partner
Theresa Walsh - Associate
Tom Goodman - CLU, ChFC®, Partner

W

William Glubiak - Founding Principal
William Hawke - CLU, CFP®, Partner