Broker Check

Our Client Service Team

Jared Finkelstein, CFBS, CLTC

Founder and President

Jared founded IWS to provide his clients with sophisticated estate, insurance and pension strategies as part of a boutique, high-touch financial services firm. In addition to his work with affluent individuals and families on risk...

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Avi Ashkenazy, CFBS

Founder and COO

For over twelve years, Avi has been working with professional families, business owners, and high-net-worth individuals in the greater New York area to create financial strategies that not only address their goals and dreams...

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John DAlessandro

Associate

John was a Member of the United States Navy and believes that the key to a successful financial future is knowledge. His background, experience and commitment to providing his clients with the resources they need has helped make their...

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Eric Kleinstein

Associate

Eric Kleinstein joined IWS in 2018. With a background in corporate real estate, Eric has developed efficient strategies that allows him to customize planning specifically to each of his clients’ needs. He focuses his practice on...

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Chris Franco

Associate

Chris joined the IWS team in 2017 after a long and successful career in sports and entertainment. As a result of his past career he has focused a large part of his practice on professional athletes and their agents. He also works with...

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Steven Alexander

Senior Executive Assistant

Steven Alexander is a Lawrence University graduate with a Bachelor's Degree in Production Management. Steven is a New York native that enjoys both the business and artistic elements that the city has to offer. In his spare time he...

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Allison Restler

Executive Assistant

Allison was born and educated in South Florida. She graduated cum laud from Florida Atlantic University in Boca Raton. Prior to moving to New York, she was an elementary school teacher in the Tampa and Coral Springs area. She moved to...
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Mark Goldstein

Associate

Mark Goldstein has spent the past 20 years treating and rehabilitating thousands of New York and New Jersey patients in his Physical Therapy and Chiropractic clinics, located in Manhattan and suburban New Jersey. He plans on spending...

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