Broker Check



Miguel Gonzalez, MBA, CPFA®, CRC®

Managing Partner


Certified Retirement Counselor® with over 19 years of experience in retirement income planning, overseeing investment of funds, and designing retirement plans. Columbia Business School MBA, Series 7* & 66, Life & Health licenses.

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Moshe Aronov, AIF®

Managing Partner

(212) 776-1861

Moshe Aronov with over 20 years of experience in the financial markets. Experience includes Gilford Securies, HD Braus & Co., Alliance Bernstein, JP Morgan Chase Bank and LPL Financial. Graduated SUNY Stony Brook with Philosophy major.

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Karen DeTorres, ChFC, RICP®, CFP®


(845) 725-7611

Karen DeTorres has over 17 years in the Financial Services Industry with a focus on Financial, Wealth, Education and Tax Planning.• CERTIFIED FINANCIAL PLANNER™• 2010-2016 - Owner, DeTorres Financial Management•...

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Courtney Spencer Cuykendall, LUTCF®

Insurance Coordinator

(212) 776-4094

Courtney Spencer-Cuykendall is a group employee benefits specialist and Life Underwriter Training Council Fellow®. For over 10 years, Courtney has helped small and mid-sized businesses attract and retain employees by designing and...

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Karen Vazquez

Medicare Coordinator

(516) 850-9303

Karen's 20 years of working with Medicare Advantage, Medicare supplemental plans and broker of the New York State of Health Marketplace has also given her the opportunity to service customers in all areas of health insurance. 

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Carla McDuffie

Executive Administrative Assistant


Carla has over five years of experience in administration. She has a varied background in office management, public relations, and radio. Carla studied Communications and Entrepreneurship at Penn State University.

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