Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Insurance reviews and analysis
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Do I have the right kind of life insurance?
- Am I adequately protected against lawsuit and liability concerns?
- Am I saving enough money each month to meet my future goals?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
- What is the most efficient way to paydown debt?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
David Greenberg
President
(973) 994-9264
David Greenberg is the President and Founder of Integrated Planning Concepts, located in Livingston, NJ. For nearly 20 years, David has established himself as a leader in the insurance and financial planning industry. His passion is...
Jen Georgeian
Executive Assistant and Client Services Manager
Jennifer Georgeian is the Executive Assistant and Client Services Manager with Integrated Planning Concepts (IPC). She is dedicated to providing excellent service to clients, whether it is processing applications or just answering...
Gary Haebler
Vice President of Client Services
(973) 994-9264
Tom Bauman
Investment Specialist
Tom Bauman is part of the Executive Management Team at Northeast Financial Network. Through NEFN, our clients gain access to hundreds of product specialists and back office support.
Steven Herzberg
Agency Control Officer
(973) 994-9264
Steven joined IPC as a proven professional with a combination of compliance and regulatory knowledge in the financial services industry. The valuable skills he learned over his 15 year career have translated well at IPC. Steven works...
Mike Salvatore
General Agent
Mike Salvatore is the General Agent at Northeast Financial Network, an affiliate of Integrated Planning Concepts. Mike is directly responsible for driving the firm’s growth and profitability. A highly effective team leader and...