As a trusted consultant, Steve is passionate about working collaboratively with affluent clients and their team of advisors to design insurance solutions that complement their well-designed financial plans. Over the last 15 years, Steve has partnered with numerous industry experts to help protect and grow their clients’ assets. His prior experience includes Regional Sales Vice […]
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Krystalynn Schlegel has over 20-years of experience working in the insurance industry, specializing in small business owners and families in their quest to have financial freedom. Ms. Schlegel enjoys educating her clients to the fullest extent and providing them with the tools they need to make qualified decisions when implementing insurance as a part of […]
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Bradley (Brad) Peterson has over 30 years of insurance and financial services experience, serving most recently as Vice President of Insurance for Sequoia Financial Group. Mr. Peterson specializes in helping families understand their wealth transfer issues and how insurance planning may benefit them. Mr. Peterson enjoys working with other advisors, CPAs, estate planning attorneys, and […]
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Connor began his insurance career as an intern with Long Road in 2019. As an Insurance Planner, Connor is responsible for supporting advisors and their clients through the implementation of new insurance as well as servicing existing business. Connor has also been instrumental in helping shape Long Road’s operational framework through planning and execution of […]
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Michael is the Principal of New Jersey Life and Casualty Associates, LLC in Livingston, New Jersey which was established in 1948. Since graduating with an Economics degree from Rutgers University in 1987, Michael has dedicated his entire career to Life Insurance planning with a keen focus on Wealth Preservation and Business Succession Planning. His in-depth […]
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