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Team

At Westchester Benefit Group, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

As an independent financial planner and President of Westchester Benefit Group, Bob Loeb helps individuals and business owners understand their current situations, define future goals and develop flexible strategies that will help them...

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John has been with the Westchester Benefit Group for over 20 years and controls our new and renewal business. He is a coach at heart and enjoys being able to meet with clients and educate them on their financial needs. He is always...

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As Director of Financial Planning and Wealth Management at Westchester Benefit Group, John takes an advocacy approach to helping clients organize their financial lives. John specializes in providing clients with research-based...

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Max joined the team at Westchester Benefit Group in 2015 and has always been surrounded by the industry. Today, he services clients, stays up to date and educated on the market and global economy, and meets with clients to discuss...

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Louise Ciraolo

Executive Assistant / Office Manager x105

914.747.5100

Louise is our office manager, executive assistant, and go-to resource for all things client service. She wears many hats at the firm and got her work ethic and drive from her mother. She has been in the financial services industry for...

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Barbara is our group case manager, customer service specialist, and John and Bob’s right hand woman. She assists with account clean up and various tasks around the firm and has been in the financial services industry for almost four.

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David has over 25 years of experience in the insurance industry where he holds the LUTCF designation and specializes in voluntary benefit programs.

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Donna has been in the industry for over 16 years and manages many of our group cases. When she is not in the office she enjoys spending time with her family including her three daughters.

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Kathy Weinman

Owner of subsidiary: Westchester Custom Benefits, Inc. x122

914.747.5100

As an independent employee benefits specialist, Kathy's role is to assist corporations with designing employee benefits packages that are cost effective, deliver value to their employee population, define future goals and develop a...

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Susanne has been with the company for over 25 years. She handles the accounting, licensing & registrations.

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