Our Team

John is a Long Island bred family man with a wife and two sons (one of which is following his footsteps in the financial entrepreneurship business).  His devoted family attitude carries through to his work life and he brings a positive competitive spirit and love of life into the office and to his clients day after day.  

A very engaged sports Dad with 20+ years in portfolio management and wealth advisory experience, Ira is a graduate of the University of the Pacific and a Long Island native.  He is passionate about his work, family and has a secret love of Sci-fi and punk rock. 

Bryce got his feet wet just under 15 years ago at a big financial institution and has been full speed ahead ever since.  A hard-worker at home and at work, this SUNY Albany grad has a general enthusiasm and love of life that is contagious.

Competitive at work and at play, Daniel participates in many charitable athletic events and his generosity infects the office.   A Long Island native and Hofstra University graduate, Dan has been in the financial world for the past 8 years.

Roseann has a strong customer relationship background servicing clients and building relationships for over 28 years.   Her passion and loyalty to our customers truly elevate the work of the whole team and adds that personal touch from end to end.    

A  graduate of the University of Amherst Massachusetts, Joshua has over 15 years experience and has been with The Choice Group Wealth Management since the beginning. His expertise and business insight coupled with his family first attitude brings invaluable benefits to the company and directly to our clients.

Helping people is his ongoing passion. James is a proud graduate of Florida State University's renowned honors program as well as a Long Islander, and he exercises his passion for helping people both at work and in his free time as a volunteer at the American Foundation for Suicide Prevention.