Our Team

William J. Behr* specializes in working with retirees and those that are about to retire. He also works with closely held businesses and their owners helping them implement and review their retirement plans such as 401k's, IRA's and Pension Plans.

Bill is an independent advisor and has been in the investment field for nearly 12 years.  

 Michael T. Kuczinski* currently holds the CLU, ChFC designations and is a CERTIFIED FINANCIAL PLANNER ™,  Michael's area of specialization is in the the fields of Income Taxation, Retirement and Estate Planning. He is currently one of only 75 Financial Advisors in the Country to be actively enrolled in Ed Slott's (The nations leading IRA expert) "Master's Elite IRA Advisor's Program." Michael has authored several articles on investment planning and has been a keynote speaker at public seminars. Michael is an OSJ Manager with Royal Alliance and has overall compliance supervisory responsibility for our business. 

Craig T. Cody is a licensed CPA and works with private individuals and companies with ongoing tax issues and tax preparation. Craig has been working in the financial world for over 13 years. Craig’s firm, Craig Cody & Co. services clients up and down the east coast from Massachusetts to Florida. In New York, his office is located in Great Neck, NY.

* Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC