PFG - Key Persons
Hey there, I'm Bobby from the Power Forward Group. At PFG, we aim to be your key player; to help ensure your financial strategy is running at peak performance. Did you catch the sports reference? A little about me, I was born and raised in Verona, New Jersey before graduating from Bucknell University with a degree in Economics, while also starting as a wide receiver for the Bison football team. Being an athlete requires patience, skill and dedication, traits that I've carried into my current career. Having a passion for numbers and for being around great people lead me to be a financial professional. I'm here to be your No. 1 fan, your coach and your motivator to get your finances into shape for the long haul.
Hey guys, it's Chris here! As a former stockbroker, I came over to the PFG team to help my clients create holistic financial plans that aren't centered around the hot stock of the day.
Hey! As a younger member of the Power Forward Group team, I bring enthusiasm and tireless energy to serve my clients utilizing the latest technology out there. My focus is on helping my clients accumulate wealth to be able to build the life of their dreams. I believe that every strong plan begins with a foundation of protection that includes life and disability insurance.
Born and raised in Brooklyn, New York, I am passionate about giving back to my community and am involved in many local organizations. I volunteer teaching children and coaching the middle school hockey team. Financial planning isn't just for millionaires, how do you think they get there?
Jack Levavi here. I've been in the financial services world for over 40 years, even though I don't like to admit my age. My specialty is helping my clients build tax savings strategies and multi-generational wealth. I work closely with accountants, attorneys and TPAs in generating holistic plans. Over the course of my career, I have been a member of the Million Dollar Round Table many times. These days I consult the families PFG serves from my lakeside home in Upstate New York. In my free time, you can find me competing in powerlifting competitions, fly fishing and skiing.
Hey, Joe here from the Power Forward Group, coming to coach you on running your financial life. Our team provides a step-by-step plan to getting your money on track. Can you tell I'm a runner? I'm here to keep you accountable to your goals and organize a strategy to help you get there. Some goals are like marathons that require more long-term thinking to get there, other goals are like the 100-meter dash that are closer in sight. Each requires your training to start now. What's stopping you?
Job Titles:
- Financial Professional
- Registered Representative
Michael Dayan is a registered representative of HTK and holds his Series 7 and Series 63.
Mikaela holds her Series 6 and 63 licenses and is a Registered Representative of HTK.
Job Titles:
- PROPERTY & CASUALTY SPECIALIST
Hey, I'm Nick and I've been a property and casualty agent for over 15 years. I've partnered with the team at Power Forward Group to bring a wide range of solutions to their clients. Together, we collaborate and search the marketplace to find the right fit for your unique situation. As an independent agent, I have relationships with many of the large players which means I work for you, not the insurance companies.
Hi there, I'm Nuchem, the Financial Matchmaker. I am passionate about helping people in my community with complex life insurance matters. It is most important to me that if something were to happen to someone I know, their family is provided for. Through an authentic heart and listening ears, I provide the highest quality of care and advice for my clients.
I joined PFG after serving as an independent advisor for many years to be able to ‘match' my clients with a broader range of solutions to take themselves and their businesses to the next level. I believe strongly in giving back and volunteer with The Renewal Kidney organization (with whom I've been personally impacted), Tomchai Shabbes of Rockland County and Kosher Troops.
Ruvin values people, not their net worth. Many lawyers and attorneys graduate from prestigious law schools with an impressive negative net worth, but that doesn't amount to what they are capable of in the coming decades. Ruvin's collaborative planning process helps him create financial portfolios and fiscal plans with his clients instead of just for them. Clients are involved with every step along the way to ensure everyone is on the same page.
Ruvin serves as an active committee member on his children's school board in Brooklyn, constantly contributing and helping in any way he can. When he isn't crafting the financial futures of new or experienced lawyers, he can be found playing hockey as a coach for a high school team or skiing with his wife and children.