When transactional financial product sales were the norm, I decided to change my practice from transactional relationships to holistic engagements. I find fulfillment in helping people achieve "The American Dream" with a greater sense of purpose and financial security while creating and protecting their legacy for future generations.
I am inspired by the story of my grandfather Tony (Toni) Karabas, who immigrated to the United States as the only child of his parents in 1919. A fourteen-year-old with nothing more than a note in his pocket from his parents to his "uncle," he could not speak, read, nor write English. He also had full knowledge that he would never see his parents again. His parents made a great sacrifice by sending my grandfather to America with blind faith that he would have a prosperous life. I am the legacy of my great-grandparents' sacrifice.
Meet Our Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Anthony M. Karabas, CLU®, ChFC®, LUTCF
Financial Services Executive | Financial Planner | Special Needs Planner
Janine Gowdy-Karabas
Client Experience Administrator
John Bucsek, CFP®
Certified Financial Planner™ Practitioner
Bellaria Jimenez, CFP®, MBA
Certified Financial Planner™ Practitioner
Kristen Esposito
Vice President | Registered Principal
Richard Caruso
Vice President of Compliance
Gerald Silberman
Investment Director