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...

Avi Ashkenazy, CFBS

Founder and COO

With over 16 years of financial services industry experience, Avi has built a distinguished career helping professional families, business owners, and high-net-worth individuals across the country to achieve their financial goals. His...

Zach Rosenzweig

Associate

(973) 237-4363

ZRosenzweig@FinancialGuide.com

With eight years of experience in the financial services industry, Zach brings a strong background in financial products and client relationship management to Inspired Wealth Strategies. He specializes in comprehensive life, health,...

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...

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...

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...

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...

Emily Rindenau

Administrative Coordinator

Emily’s expertise and experience has focused on healthcare administration, public health, governmental affairs, insurance, marketing, strategy and business. She’s excited to be a part of the Inspired Wealth Strategies team...