Our Staff

SO MUCH EXPERIENCE -
ALL WORKING FOR YOU

We take planning for your financial future seriously. The people who work behind the scenes to run the office, make sure we have all the tools and information we need, and ensure that you know how important you are to us are all hand-picked for their capabilities and experience.


Mark Vaimberg, CFP^®, ChFC, CLU More than 25 years ago, with a bachelor of science from Cornell University and specific experience in the financial industry, Mark set out to turn a complicated process into something simple for those he worked with. Now, since opening his practice in 1986, and after becoming a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Certified Life Underwriter (CLU), he has become a respected name in financial planning. His drive to make the process simple for his clients while doing everything he can to help them address their goals are among his highest priorities.

Paulette Carey Office Manager Paulette puts more than 30 years administrative experience in financial services to work running the office with efficiency and professionalism. With a license in life and health insurance, she oversees underwriting all life, disability, and long-term care policies. Her experience in medical insurance also helps her adeptly handle group enrollments, claims, and other troubleshooting on behalf of our insurance clients.

Susan Morrison Administrative Assistant After more than 15 years in financial services, Susan has the insight and know-how to service our pension and investment services, from processing applications and distributions to assisting with pension reporting. She has the right experience to get the job done well every time.

Sandy Pace Administrative Assistant Sandy's more than three decades in financial services and insurance make her our resident professional in preparing, coordinating, and processing insurance policies and applications, and ensuring every detail is correct and always up-to-date.

Eileen Fischbach Administrative Assistant Adding yet another layer of depth to our team, Eileen also brings decades of experience to the firm in just about every area, from insurance to investment services. Experience really does make a difference!

One or more individuals are securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. One or more associates are advisory licensed through Investacorp Advisory Services, Inc. a SEC registered investment advisory firm. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up, individual responses, until after the associate obtains the appropriate registration in the applicable state. FINRA's homepage, www.finra.org and Securities Investor Protection Corporation's homepage, www.sipc.org. Linked sites are strictly provided as a courtesy. Investacorp, Inc. and its affiliates, do not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp, Inc. and its affiliates.

Our Staff

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