Broker Check

Leadership Team

Bobby Angel, RICP®

Associate General Agent

(212) 701-7973

(800) 848-2048

I believe that everyone has a superpower. Mine is building strong connections with people of different personalities and backgrounds. My varied professional experiences in education, sports and financial planning and passion for...

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Joseph Long

Associate General Agent


My mission in life is to help inspire others to achieve greatness. While the definition of success can vary, my role is to help the people around me uncover what it means to them and provide the tools to make it happen. Whether this...

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Andrew Harman

Managing Director



Andrew Harman is a Managing Director at Strategies for Wealth. In an increasingly complex and fast-moving world, many have been left without the knowledge and tools they need to achieve true financial success, Andrew believes that...

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Ed Ayala

Chief Development Officer



I am a big believer in self-awareness—knowing what you want and how to get there regardless of what may get in your way. I consider myself a success coach, helping people gain clarity on their goals and encouraging a positive...
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Peter J. Holmes, CLU®, ChFC®, RHU®, REBC®, CASL®, RICP®

Managing Director—Protection Specialist


Peter is a graduate of Harvard University with a BA in Economics. He has over 31 years of field experience educating high net worth clients on how life insurance fits into their overall business, retirement, and estate plans. Prior to...

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Angie Ritter

Managing Director of Recruiting

(914) 288-8819

Angie has found her passion in helping organizations find solutions to identify top talent. She truly enjoys helping others find a career path that unlocks their true potential to live a life they never dreamed of.  She...

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Booker T. McLean

Recruiting Director

(212) 701-2599

Booker T. McLean graduated from Valley Forge Military College with an associate's in Humanities, then received his bachelor’s in Sport and Recreation Management from Temple University. Booker received an STHM scholarship to...

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Peter Adams, CLU®, ChFC®, RICP®

Director of Life Operations

(914) 288-8848

Peter is the Director of Life Operations at Strategies for Wealth. He is responsible for the technical aspects of life insurance marketing, advanced sales and policy management for the firm’s associates and brokers. Peter also...

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Kelley Biondi

Director of Marketing


Kelley Biondi is the Director of Marketing for Strategies for Wealth. In her role, Kelley oversees all marketing activities for the firm and supports Financial Representatives with various marketing tactics including strategic...

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Jeffrey Gambuzza

Chief Compliance Officer & Agency Control Officer


Jeff joined Strategies for Wealth in 2011 as Chief Compliance Officer and Agency Control Officer after spending a majority of his career working in supervisory and management roles maintaining oversight for compliance areas at The...

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Karen Madsen

Director of New Business

(914) 288-8960

Karen is the Director of New Business development for Strategies for Wealth; she joined our firm in 1996. Prior to that she was the New Business Manager for two other Top leading Guardian firms. She has a total of 39 years of...

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Scott Kaplan

Director of Investments


Scott Kaplan has been Director of the Investment Department at Strategies for Wealth since June of 2010. As Director, Scott and his team are responsible for providing strategic investment advice and management to the firm’s...

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Scott Frost

Director of Wealth Management

(914) 288-8874

Scott Frost is the Managing Director of Strategies for Wealth’s Investment Group. Scott supports our Financial Representatives and clients from our offices in Manhattan, Rye Brook, Jericho, New York as well as Providence, Rhode...

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