Meet Our Financial Professionals
Matt Simon is a Certified Financial Planner® specializing in tax strategies, equity compensation, and financial planning for medical sales professionals and independent distributors. Matt brings an entrepreneurial mindset to create a comprehensive financial plan that builds long-term wealth.
Matt Simon
CFP®, Securities licenses 7 and 63
Kevin G. Duffy
CPA/CFF, CFP®
Kevin has 35 years of diverse public accounting experience. His practice has included estate planning, financial planning, retirement planning, matrimonial litigation and division of assets, asset recovery, estate taxation, business and individual tax preparation, litigation support, and IRS and State tax resolution matters.
Clientele includes lawyers, matrimonial clientele, residential and commercial developers, property management companies, construction companies (both residential and commercial), various contractor trades, fuel oil companies, hotels and restaurants, real estate agents, video gaming enterprises, insurance companies, internet sales companies, imports and exports and other retail and wholesale clients.
He has assisted in civil court proceedings, participated in arbitration and mediations, and prepared various reports with regard to assorted frauds, estates, guardianships, contract disputes, audits, construction cost analyses and IRS tax resolutions. He was also involved in Initial Public Offerings, private placements, bridge financing and preparation of Form 8-K and 10 Q's.
Eric Amato is a New York State licensed Certified Public Accountant with a decade of providing accounting and tax services in the Tri-State Area. Eric graduated from Baruch College with a Finance degree and has worked in the accounting world since. Eric’s experience working with individuals of all income levels and all different types of businesses allow him to effectively deal with any issues related to tax planning and compliance.
Eric Amato
CPA
Ian Aizenberg has over ten years of experience in the industry. His broad knowledge of business and personal tax laws help him deal effectively with issues related to federal and state income tax planning and compliance. Ian is not just a CPA but an avid real estate investor, entrepreneur and owner of several different businesses.
Ian's passion as an entrepreneur is to promote small business growth to levels in which they never expected to achieve and of course to save money in taxes. With Ian's certified accounting training and years of experience in the field, no financial issue is too complicated for him to tackle.
Ian Aizenberg
CPA
Eric’s expertise lies in empowering businesses and individuals to achieve their financial goals through meticulous organization, precise bookkeeping, budgeting, and insightful financial and trend analysis. Eric specializes in efficiency strategies to streamline operations so business owners and individuals can spend more time on growing their businesses or being with family to achieve optimal work life balance.
With over five years of hands-on experience in real estate rental management, Eric has successfully overseen operations for a portfolio of more than 250 residential and commercial units. His expertise lies in end-to-end property management, with a strong focus on tenant relations, financial oversight, and data-driven decision-making. Eric’s goal is to optimize property performance, minimize vacancies and delinquencies, and maintain tenant satisfaction through proactive and professional management. He aims to retain quality tenants for as long as possible while protecting the interests of the property owner and their hardest working assets.
Eric Straniero
Business Development Consultant
John is widely recognized for his ability to build strong, authentic relationships that drive business growth. With over three years of experience in the banking and financial services industry, he has a sharp eye for identifying where businesses can benefit from strategic financial guidance.
John is a team player specializing in relationship-building and works closely with clients to understand their needs. He aims to connect them with one of our financial professionals ensuring the right fit for the client.
Whether it’s for tax planning, retirement strategies, accounting needs, or overall financial wealth assessments, his approach allows him to open meaningful conversations that lead to impactful results.
John Puccio
Business Development Consultant
