A business meeting

MEET OUR TEAM

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KEVIN AUERBACH, CHFC®, CLU®

Managing Director

Kevin Auerbach is a Charted Financial Consultant and Chartered Life Underwriter with 25-years of experience in the financial services industry. Kevin is an experienced estate planner who works closely with business owners, high net-worth families, pensions, and non-profit organizations.

 

Kevin is a graduate of the Fox School of Business at Temple University where he studied Risk Management and Insurance and Law. Kevin began his career as a Special Risks Underwriter for CNA Insurance Company in Chicago and Philadelphia. Kevin spent 3 years as an Estate Planner with Sagemark Consulting and then became a General Securities Principal and owner of an LPL Financial Services branch office. Kevin owned his own RIA for 10 years and became an Adjunct Instructor for the American College of Financial Services in 2015 where he has taught Investments for CFP candidates.

Kevin has a passion for animals, working with rescues and elderly dogs.  He has a passion for philanthropy and donates time and support to educating local high schoolers to support financial literacy as well as supporting the Jewish community through the Jewish Federation. Kevin is married with 3 children and 3 dogs.

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MARIE OCCHIOGROSSO

Client Relationship Manager

Marie Occhiogrosso joined AIS in 2022, and brings with her an undergraduate degree in English, a master’s degree in Education, and most recently, a Master’s in Administration and Supervision from Johns Hopkins University.  As a former educator and school administrator, Marie emphasizes transparent communication, research-based decision-making, and meaningful education.  Her aim is to ensure that our clients feel seen and heard, understanding our paths and rationale.  

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Anthony J. Mento, CFP®, CLU®

CEO, LIFE Brokerage

Anthony J. Mento, CFP®, CLU® is co-founder and CEO of LIFE Brokerage, LLC. LIFE Brokerage is a life insurance general agent for 34 of the most prestigious life insurance companies in the world. LIFE serves as a back office solution to assist clients of Auerbach Investment Services, LLC with making the most efficient purchase of life insurance for their personal, business, and retirement needs.

ADVANCED MARKETS TEAM

We work closely with a dedicated team of Advanced Markets attorneys and planning experts who are committed to helping you succeed.