Broker Check

Matthew GilmoreMatthew Gilmore

Managing Principal and Financial Consultant

Matthew Gilmore is a Managing Principal and Financial Consultant at Strategic Asset Services. He formed the original team in 2003 to assist clients with asset management and financial planning. He holds a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania and a BA from the University of Virginia

Tel: 914-266-1501


Beth KujawskiBeth Kujawski

Branch Operations Manager

Beth Kujawski serves as Branch Operations Manager. Beth is responsible for account set-up and transaction processing for both investments and insurance transactions. Beth holds a BBA from Berkeley College.

Tel: 914-266-1502


Loubna AouadLoubna Aouad

Senior Client Services Associate

Loubna Aouad serves as our Senior Client Services Associate. Loubna has been with the group since 2004 and has a deep understanding of brokerage/investment and insurance processes. Loubna oversees our business services group and also our insurance policy oversight practice. Loubna holds a degree in Mechanical Engineering from the University of Toulouse, France.

Tel: 914-266-1503


Lee Goss

Marketing Manager

Lee Goss is a senior financial services executive with over 20 years of experience. He has deep expertise and technical knowledge of Premium Finance concepts, Buy-Sell Arrangements, Estate Planning, Qualified and Non-qualified retirement plans, among other products. Previously, he was the Project Manager for sales and marketing of Premium Finance transactions at MassMutual.

He holds a CLU and ChFC from American College, a MBA with a concentration in Accounting - from Western New England College, a MS in Management Information Systems from Rensselaer Polytechnic Institute and a BA in Economics from the University of Massachusetts.

Tel: 877-240-1364


John CarboneJohn Carbone

Financial Consultant

John has over 27 years of private client management experience as a hands-on,versatile, results-oriented accounting professional. John bring to the table his experience in tax planning for High-Net Worth Individuals, closely held businesses, partnerships and Trusts, which his clients have found him to be a great resource. Armed with this knowledge John plays an integral part in analyzing and designing, appropriate wealth management, risk management and estate planning strategies. John also helps his clients take action on their personalized financial strategies and plan by providing the recommendation and implementation of life insurance, investment and other financial products where appropriate. John was formally educated at the State University of New York at Plattsburgh, where he received a Bachelor of Science with a major in accounting.

Tel: 212-837-7870