Our Team

"Our mission is to provide clients with the framework to make integrated financial decisions that help them grow and preserve their wealth and plan for future generations. Through a team approach, we work together to explore your financial goals and aspirations. Based on your needs and goals, we develop investment and protection strategies that can evolve and adapt to meet your changing needs."

Our Team

Matthew Sinclair

Matthew S. Sinclair

Financial Advisor, Financial Services Representative, Investment Advisor Representative

(914) 372-2929

msinclair@neag1.com

Matthew Sinclair, CLU® , is an experienced professional with more than 34 years of experience assisting families and businesses with their investment, retirement strategies, insurance, and other financial needs. Sinclair leads a...

Read more

Paul Ruggiero

Paul Ruggiero

Financial Advisor, Financial Services Representative, Investment Advisor Representative

(914) 332-0428

pruggiero@neag1.com

Michael Cleary

Michael Cleary

Chief Operating Officer

mcleary@neag1.com

Other Associates We Partner With

Joseph O'Brien

Joseph O'Brien

Financial Services Representative, Investment Advisor Representative

(914) 372-2929

jobrien@barnumfg.com

Domiciled in New York, and may be licensed in other states.

Read more

Thomas Gwin

Thomas H. Gwin

Financial Advisor, Financial Services Representative

(914) 372-2929

tgwin@barnumfg.com

Domiciled in New York, and may be licensed in other states.

Read more

Office Support

Pat van der Heijden

Pat van der Heijden

Client Relationship Manager

pat.vanderheijden@neag1.com

Tiffany Ryan

Tiffany Ryan

New Business Analyst

tryan@neag1.com

Michelle Spillane

Michelle Spillane

New Business Analyst

mspillane@neag1.com

Michael Zazuri

Michael Zazuri

Investment Operations Associate

mzazuri@neag1.com

Schedule an Appointment

Name

Email

Address

Phone

Question

Thank you! Oops!