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) 994-7155

(973) 994-9264

david_greenberg@ipcnj.net

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) 994-7155

(973) 994-9264

Gary Haebler is the head of Client Services at IPC. He has been with the organization for over 15 years and amassed a wealth of knowledge in all areas of the finance and insurance industry. Through his role as the "man behind the...

Tom Bauman

Investment Specialist

(973) 994-7155

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) 994-7155

(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...