Our Team

To serve you best, we have assembled a top-flight team that brings a wealth of resources in both the insurance and finance sectors, and who possess an understanding of the unique operating structures that you employ. We know that one size does not fit all, and so we begin first by listening, and then working collaboratively with our clients to develop strategies for shared success. We share some highlights of our team below.

Cathy Konner

Cathy Konner brings over 25 years of insurance and finance experience, having developed insurance strategies, seed financing, and wealth protection involving a wide range of more traditional assets. Cathy started Proviser in response to what she saw was a market void with respect to medical and dental specialists. An avid tri-athlete, Cathy is married with three children and lives in Airmont, NY with her husband Gary.

Cathy Konner is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, the Guardian Life Insurance Company of America (Guardian), New York, N.Y. PAS is an indirect, wholly owned subsidiary of Guardian. Proviser Financial LLC is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

The Registered Representative is securities licensed in (AL, CA, CO, CT, FL, MD, NJ, NY, PA, VT) and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

Robert Jaffe

Robert Jaffe brings a unique skill set to the Proviser community, having served in various Corporate Finance roles for over 15 years prior to becoming a financial advisor over 5 years ago. He is passionate about his clients, and values the level of interaction needed to grow a successful client/advisor relationship. A father of two children, Bob is a devoted hockey fan, and he also coaches the New Jersey Avalanche, a local special needs youth hockey team. He is a graduate of Pace University, where he earned a Bachelors of Business Administration in Finance.

Robert Jaffe is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, the Guardian Life Insurance Company of America (Guardian), New York, N.Y. PAS is an indirect, wholly owned subsidiary of Guardian. Proviser Financial LLC is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

The Registered Representative is securities licensed in (MD, MA, NJ, NY, PA, WA) and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

Doug Weinberger

Doug Weinberger has been helping clients to secure and grow their wealth for the past 31 years. His experience gives him unique insights into the entire business lifecycle, and he prides himself on devising tailored strategies for professionals and business owners around the country. A graduate of Pace University with a degree in Marketing, Doug is an avid Yankee fan and lives in Montvale, New Jersey with his wife Joanne.

Doug Weinberger is Registered Representative of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, the Guardian Life Insurance Company of America (Guardian), New York, N.Y. PAS is an indirect, wholly owned subsidiary of Guardian. Proviser Financial LLC is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

The Registered Representative is securities licensed in (FL, ME, MD, NJ, VT) and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

David DiPasquale

David DiPasquale delivers the passion, energy, and compassion required to help his clients navigate the transition from school/residency into their profession. He brings experience with all types of insurance products and services, enabling them to possess the tools best suited for their goals and endeavors. He believes in education as the tool to give his clients the confidence in knowing their needs are first and foremost.

David DiPasquale is a Registered Representative of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, the Guardian Life Insurance Company of America (Guardian), New York, N.Y. PAS is an indirect, wholly owned subsidiary of Guardian. Proviser Financial LLC is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

The Registered Representative is securities licensed in (NJ) and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

Brett Keener

Brett Keener has been a financial advisor for the past ten years, and takes great pride in educating clients on the myriad of investment and insurance strategies available to them. A graduate of The College of William and Mary, Brett's dedication to enabling his clien ts' success earned him the title of "2011 Five Star Wealth Manager" from New Jersey Monthly Magazine. A self professed music lover, he and his wife Kathryn have a young son and live in Nyack, NY.

Brett Keener is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, the Guardian Life Insurance Company of America (Guardian), New York, N.Y. PAS is an indirect, wholly owned subsidiary of Guardian. Proviser Financial LLC is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

The Registered Representative is securities licensed in (CA, CO, CT, MN, NJ, NY, NC, SC, UT, VA) and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

Cheri Schmidt

Cheri Schmidt has over 20 years of experience in office administration and bookkeeping. A graduate of Montclair State University in Quantitative Methods and Finance, Cheri also holds a Real Estate license in New Jersey. She is the mother of three children: Cody; Tana; and Sienna.

Cyndy Von Essen

Cyndy Von Essen is the Administrative Assistant who keeps the troops in line. She brings a wealth of experience in Human Resources, Purchasing, and Insurance. A devoted wine enthusiast and traveler, Cyndy is also a savvy investigator who plays the piano.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.

DISCLOSURES

Please refer to http://www.finra.org/ for more information.

Guardian does not offer property, casualty nor liability insurance products or services.

The information on this site is intended for residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV. The financial representatives of Proviser Financial LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Cheri Schmidt at (201) 843-1023.

Links to other sites are for your convenience in locating related information and services. This Agency, The Guardian Life Insurance Company of America (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. Although this Agency, Guardian and PAS believe that the information from these organizations is reliable, we cannot guarantee its completeness or suitability for any purpose. Accordingly, this Agency, Guardian and PAS expressly disclaim any responsibility for the content, the accuracy of the information or the quality of products or services provided by the organizations that maintain these sites. This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.