Meet The Stratus Associates Team

I joined Rosenzweig Financial Services (RFS) in March 1981 and with the merger of RFS and J3 Wealth, am a Partner at Stratus Associates and specialize in the professional healthcare marketplace.

I primarily focus on the use of life, disability, long-term care insurance and annuities when planning for clients, helping them have financial peace of mind for life’s events. I entered the financial services industry to serve people and help ensure families have what they need in the eventuality of death, so businesses can stay together and prosper, and if a professional is disabled, they can continue to provide for themselves and their loved ones. My experience gives me the ability to craft a plan for my clients that will span their lifetime and help provide for generations to come.

I’m a member of FINSECA, which was formerly the Association for Advanced Life Underwriting (AALU), and stay on the cutting edge by regularly attending continuing education conferences.

I am the past president of my synagogue, and am also actively involved in various fundraising efforts in my community. I am happily married with three children, have several grandchildren, and live in Great Neck, New York. I enjoy music and am an avid New York sports fan.

I’m a Chartered Life Underwriter (CLU), a Life Underwriter Training Council Fellow (LUTCF), and a registered representative of HTK.

As Managing Partner for J3 Wealth Management, now merged with RFS creating Stratus Associates, I am primarily responsible for overseeing our client book and expanding our team and strategic partnerships. My specialization lies in investment management as well as financial, tax, and estate planning.

I’m proud to carry forward the legacy of J3 Wealth, combining the experience and strengths of both firms to provide clients with a broader, more comprehensive team and a forward-thinking approach to wealth management.

With over 15 years of experience in the financial services industry, I have had the privilege of working at several reputable firms including Merrill Lynch, TD Ameritrade and UBS. Over the course of my career, I have earned several key designations and licenses, including the Certified Financial Planner™ (CFP®) designation, the Chartered Financial Consultant® (ChFC®) designation, as well as the Series 7, 66, SIE, and Variable Life & Health Insurance licenses. Before embarking on my professional journey, I graduated with a bachelor’s degree from Ithaca College. 

My motivation stems from the positive impacts we have on the lives of our clients and future generations. The aspect of my job that I most enjoy is meeting new people and designing customized portfolios that fit their unique needs. I firmly believe that the greatest value I can provide for our clients is a personalized and proactive approach to financial planning.

Originally from Kendall Park, New Jersey, I now reside in Scotch Plains with my wonderful wife, Felicia, and our two children. In my free time, I enjoy cheering on the NY Giants and Knicks, alpine skiing, traveling and indulging in my passion for automobiles, history and architecture. 

(Compliance approval: 8709069RG_Jan28)

I have been in the Financial Services industry for over 20 years.

I specialize in working with clients who are preparing for retirement or are in their early years of retirement. I pride myself on getting a full understanding of their current financial picture and what they want their next phase of life to look like. I address potential issues/risks that could prevent that ideal retirement from happening and then create adequate solutions to ensure my clients’ prosperous future. My passion is to help educate consumers by taking these complex financial strategies and explaining them in an easy way to understand the concept. 

I have worked in various capacities in the financial industry during my career, from being part of top producer teams to teaching new financial advisors through agency leadership and training.

I’m originally from central PA and am a graduate of Penn State University in Business. I now reside in Boynton Beach, FL with my husband Rob, our two daughters Olivia and London, and our pets. When I’m not working with clients or spending time with my family, I’m likely working out. That could entail racing to the top of the leaderboard on my Peloton or competing in local Spartan races, and now I recently started Hyrox training and competing.

I joined Rosenzweig Financial Services in December 2000 as Vice President, heading up the Employee Benefits Division.

Working with businesses since 1983,  I have become a specialist in the design, installation, and servicing of all group insurance products, i.e., Medical, Dental, Life, Disability, Vision and Voluntary Benefits. My experience has proven successful in working with numerous companies in reducing their benefit costs.

I also offer my expertise working with individuals, providing solutions in the areas of Life Insurance, Disability Income protection and Long Term Care Insurance planning.

I am a member of the National Association of Insurance and Financial Advisors, National Association of Health Underwriters and Society of Human Resource Management (SHRM).

I’m married, have two daughters, two grandsons, and reside in Monroe Township, New Jersey.

I am a graduate of the University of Bridgeport with a B.S. in Marketing and Communications. I have a Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Registered Employee Benefits Consultant (REBC®), Registered Health Underwriter (RHU®) and Certified in Long Term Care (CLTC®).

*Mark Ehrenreich is not registered to offer securities or investment advisory services and is Insurance License Only.

I joined the RFS team in April 2025 as the New Business Administrator with 3 years of experience in the industry. Now as the Director of Operations – New Business for Stratus Associates, I’m customer-focused with a heavy presence in the submission of applications, ordering underwriting requirements and supporting the producers and clients from the start of the application until the policies are placed. With our customer-always-first approach, I ensure that the customer’s needs are always the top priority.

I’m a licensed life insurance agent in Idaho. At my previous employer, I earned Employee of the Quarter 2023 and consecutively won the Top Case Manager Award for over a year. I also have a background in Human Resources and am a black belt in Taekwondo.

I currently reside in Reno, Nevada and enjoy cooking, spending time with my loved ones, taking care of my cat, Beef, collecting vinyls and attending concerts.

As a Director of Operations, I am primarily responsible for overseeing and streamlining daily procedures, and ensuring that the expectations of our clients are met. My goal is to help maximize the efficiency of our team and deliver the best possible experience.

I’ve spent my career in client-focused positions. Maintaining trusting relationships, being perceptive and promptly fulfilling clients’ needs are my biggest strengths; clear communication, organization and thorough follow-up make all the difference.

I was raised on Long Island and have been living in New York City for the last five years. In my free time, I enjoy traveling, cooking, attending concerts, trying new restaurants and shopping. I am happiest when spending time with my family or near a beach!

As a Partner at J3 Wealth Management, now merged to form Stratus Associates, I am primarily responsible for handling foundational financial planning, including cash flow management, defensive family planning & saving strategies, as well as advanced wealth transfer and tax strategies.

My unique approach to planning has been honed over the course of my career, starting with my invaluable time as a professional stock trader, then through my instrumental mentors at Strategies for Wealth and Gaber Group. I am an Accredited Investment Fiduciary® (AIF®), and have the series 7, 66 and Variable Life & Health Insurance licenses. 

Prior to entering financial services, Penn State helped shape who I am. The school’s ever-expanding and loyal network continues to assist my professional career. I also met my wife, Amy, at a Penn State networking event. My friends are my clients, and my clients are my friends. The personal and financial well-being of the people I know and work with are at the forefront of my mind, always.

Originally from York, Pennsylvania, I’ve lived in New York City since 2011. Outside of work, I am an avid volunteer with New York Cares and Culture for One and support the wonderful organizations Broadway Backwards and York Street Project. In my free time, I play rec volleyball for NY Urban where I have been seeking a championship for many years. Serving as a self-proclaimed NYC food tour guide and Broadway expert, don’t hesitate to ask for recommendations.

(Compliance approval: 8709069RG_Jan28)

I joined Rosenzweig Financial Services in March 2007 as a Part-Time Administrative Assistant while I was attending Baruch College. I received a BA in Corporate Communication in May 2010 and started working Full-Time at RFS in June 2010.

I’m currently our Director of Operations – Client Experience. I have gained  my experience by being hands-on and assisting other team members in delivering client needs. As head of the Client Services Department, I strive to meet clients’ needs & ensure satisfaction, retention and growth. I am experienced and knowledgeable in all aspects of financial services, and can jump into any request or project as needed, whether it’s for New Business, Marketing, Compliance, Compensation, Travel Arrangements, etc.

I was raised in Queens, NY and now reside in Linden, NJ with my husband and three sons. In my spare time, I enjoy spending time with the family and watching my boys play soccer. 

I am the Founder, President, and CEO of Rosenzweig Financial Services (RFS), the firm I built in 1979 and guided through more than five decades of growth, innovation, and trusted client service. With RFS now partnering with J3 Wealth to create Stratus Associates, I continue to shape the future of the combined firm with the same dedication that defined my career.

I have built a seasoned team of specialists in the areas of:

• Life & Disability Income Insurance
• Long Term Care Insurance
• Advanced Uses of Life Insurance
• Employee Benefit Programs
• Executive Benefits
• Retirement Plans
• Business Insurance
• Wealth Accumulation
• Estate Planning

I have served as President of the Estate Planning Council of New York City, New York City Association of Financial Service Advisors (NYCAIFA), New York City Society of Financial Service Professionals (NYCSFSP). I have been a member of the Million Dollar Round Table (MDRT) since 1980 and a member of Top of the Table (TOT) since 1987. I have also served on the Boards of MDRT’s Top of the Table, the Association for Advanced Life Underwriters (AALU), now called FINSECA, and on the National Board of the Life Institute for Education (LIFE). I served on the Board of Trustees of the American College for 9 years, which ended at the end of 2014, and also served as the President of the Alumni Association for 2012 and 2013. I was also appointed to the American Colleges Foundation Board in 2013, and served as Chairman for a 2-year term ending January 2018. Additionally, the American College asked me to serve as Co-Chair for their 3-year capital campaign, which began in 2018. I was reappointed as a trustee of the American College in  2020 for a 3-year term. My service to the American College continues as President-Elect of the President’s Advisory Council reporting to the President. I was also asked to serve on the SUNY Cortland Campaign Executive Committee Planning Committee in 2018 and did that for several years. I have also served on the board of the Nassau County Community College Foundation Board until early 2018. Currently, I serve as the President of the Greater Boca Raton Estate Planning Council. I also serve on the Board of Trustees of the Morikami Museum and Japanese Gardens in Delray Beach, Florida. Additionally, I served as the Chair of the Trustbridge Hospice Foundation Chef Showdown event on November 6th, 2025 at Delaire CC and have agreed to again serve as the Chair for the upcoming Chef Showdown that will be held in November 2026 at Glen Eagle CC.

Over the course of my career, I have won several highly acclaimed industry awards, have been a widely featured speaker, and have served on some of the most prestigious non profit boards, i.e., State of Israel Bonds, the American Cancer Society Manhattan Advisory Board, North Shore Hospital Cardiology Foundation and the Executive Committee of the UJA (United Jewish Appeal), Life Insurance division of NYC.

I am an adventurer and an avid sports fan. I enjoy mountain climbing, scuba diving, golf, running marathons, and watching the New York Knicks, Giants, Yankees, Mets and Rangers. In 2002, I helped create the inaugural Mickey Mantle Family Golf Outing for the American Cancer Society (ACS) in conjunction with the Mickey Mantle Family. In 2004, I was awarded the American Cancer Society Eastern Regions Humanitarian Award and the Mickey Mantle Community Service Award in New York City. In 2005, I was the co-recipient of the “Mickey Mantle Hero Award with Senator Alfonse D’Amato” by the American Cancer Society. I have been happily married to Barbara for many years, have two grown children, two granddaughters, two grandsons, and am happily awaiting the arrival of my fifth grandchild. I currently live in Boca Raton, FL, but raised my family in New York City.

I am a graduate of SUNY Cortland with a BA in New York State History. I’m a Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), an Accredited Estate Planner (AEP), and a registered representative of HTK.

Finally, in 2013 I wrote my 1st book titled ‘Regenerating Success’ which was published by the American College, and the 2nd edition was published in 2014. It talks about how my firm developed and shares experiences I have learned throughout my career.

The Qualifying and Life (QL) Member was created by the Million Dollar Round Table (MDRT). The requirements do not evaluate the quality of services provided and is granted for one year only. All members must apply every year to continue their affiliation with MDRT. To qualify for membership, members must meet specific production/sales requirements, belong to at least one recognized financial or insurance organization, and agree to abide by MDRTs code of ethics. The membership is not representative of client experience and is not indicative of future performance or success.