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...
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...
Max joined WBG in 2015. Today, as a CERTIFIED FINANCIAL PLANNER™, he proudly serves as the hands-on advisor for clients providing financial planning, wealth management, and insurance planning solutions...
Louise Ciraolo
Executive Assistant / Office Manager x105
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...
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.
Susanne has been with the company for over 25 years. She handles the accounting, licensing & registrations.
Alan J. Schantz has thirty years of experience assisting his clients to navigate through the challenges of changing economic times. Alan's experience and independence provide his clients with access and freedom to select from a wide...
Jen Paterson has enjoyed nearly 25 years in the institutional financial business across investment banking, institutional research sales, management and financial advisory. In her most recent role at Greenwich Associates, she led the...
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...
“I learned all about life with a ball at my feet.” Immediately upon graduating college, Paxton booked a one-way ticket to England to pursue his dream of playing soccer professionally. Persistently knocking on the doors of...