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Meet The Team

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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Max joined WBG in 2015 and has always been surrounded by the industry. Today, he serves as the director of financial planning working directly with clients to develop comprehensive financial plans tailored to each individual's needs...

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

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Marina has joined the WBG team in early 2018. Marina has been in the insurance industry for over 16 years working for various insurance carriers such as Oxford, Guardian and others. Marina is now utilizing her broad knowledge and...

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Steven joined the team at Westchester Benefit Group in 2017 and brings 30 years of sales, account management and managerial experience in the group insurance industry. Today, he assists business owners with designing employee benefit...

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