Our Mission is to listen, educate, and empower
Our goal is to empower our clients to view life insurance for what is: an asset class with real living benefits.
We listen to our clients’ life and financial goals, then educate using best in class strategies and recommendations to protect their families and business interests.
We take a consultative and transparent approach that allows us to naturally align our advice and services with our clients’ best interests in a broad range of categories including insurance, tax-free income strategies, business planning, and estate planning.
A unique strategy tailored for you
A person’s life insurance should be crafted using more than merely age, tobacco use, and income. We take a consultative, transparent approach to the topic of life insurance. We get to know you and your needs and create a plan best suited for living.
Utilizes complimentary insurance products
Tax-free income solutions
Flexibility and lower premiums
More benefit and/or cash value
Policy review and audit
Personalized and actionable advice from experts
The Vest Team
Today the Vest team combines more than 100 years of collective experience in insurance, alternative investments and an ability to help individuals get the most from their portfolio of insurance policies
David Kleinhandler – Founder & CEO
"I have been an entrepreneur and investor for over 30 years. After graduating from Syracuse University, I began my career on Wall Street and then moved into the insurance industry with a mission to provide quality insurance solutions to select professionals nationwide. On the side, I am an active venture capital investor and philanthropist."
Robert Stuchiner – Founder
"I am the President of Synergy Life Brokerage Group LLC. I've worked for some of the largest insurance companies in the world, most recently at AIG as a SVP in charge of product development and market strategy. I'm an early pioneer in life insurance and annuity products as well as senior life settlements. I have a BA from Sarah Lawrence College and an MBA from the Stern School at New York University."
Roy Reilly – Director of Operations
"Prior to Vest, I served as CFO for DKA Advisors LLC, having joined in 2005 as a consultant to assist in the growth of the business and associated entities. At Vest, I am responsible for planning, project management and financial management. I'd like to think I have extensive knowledge of life insurance agency operations after working since graduating from Manhattan College in 1985."
John Zetterstrom - CRO/COO
"I met David while I was working as an executive in the construction industry, helping to increase sales at my latest company from $20M to $150M. David was streamlining our buy-sell agreement structure to be more tax efficient. From there I became interested in using life insurance as a financial tool and came aboard the Vest team to oversee business and product development. I have a BA in Economics from Johns Hopkins University."