Through personal commitment, professional associations, accreditations, and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review my experiences and accomplishments.

YEARS OF EXPERIENCE

Representing Northwestern Mutual since 1992.

EDUCATION

• State University of N.Y. (Stony Brook) - Psychology (Bachelor of Arts)
• American College: Chartered Financial Consultant

AWARDS AND RECOGNITION

• Forbes 2022, 2023, 2024 Top Financial Security Professionals Best in State (NY)
• National Association of Insurance and Financial Advisors Quality Award (2011-2014)
  • Award recognizing commitment to excellence in service to clients and industry
• National Quality Award (2002, 2007-2008, 2010)
  • Award recognizing persistency and performance
• National Sales Achievement Award (2002, 2007-2010)
  • Award recognizing performance

THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (NAIFA) QUALITY AWARD IS PRIMARILY BASED ON SALES PRODUCTION. ADVISORS MUST BE A NAIFA MEMBER AND PAY AN APPLICATION FEE. AWARD IS BASED UPON PRODUCTION FROM THE PRIOR CALENDAR YEAR. FOR MORE INFORMATION SEE: NAIFA.ORG/MEMBERSHIP/AWARDS/QUALITY-AWARD

PERSONAL

Rob lives in Huntington Bay, Long Island with his wife Heather and two sons Tyler age 19, and Gannon age 15. When not entertaining clients, Rob spends most of his free time watching his children in lacrosse, having pool parties, barbeques and making smores on the fire pit. Rob's family loves to hike in the mountains every summer and ski in the winter.

Joe is a CERTIFIED FINANCIAL PLANNER™ professional, and Chief Operating Officer for Johnson Financial Planning. His role is to help our clients coordinate a complete financial plan and review with them on a consistent basis. Joe also oversees daily operations of the office for smooth transitions between service, sales, and team members.

Joe lives in Mt. Sinai with his wife Jackie. In his spare time, he enjoys being with friends, family, playing golf, fishing, and snowboarding.

Tiffany holds her Series 6 and 63 registrations, Life, Accident and Health licenses. She is responsible for general client service support, facilitation of underwriting through the Home Office, as well as assisting Rob with the servicing of investment accounts. Tiffany joined Rob's team in 2015 with 16 years of experience in life insurance underwriting and investment account servicing, having previously held positions as a Registered Representative at American Portfolios Financial Services and at Gruntal & Co. on the Mutual Fund Desk.

Tiffany lives in Bethpage with her husband and 3 children.

Dana joined Rob’s team in 2024 with over 12 years’ experience in the Financial Industry.

Her responsibilities have always provided her with the opportunity to learn many aspects within the industry and bring a level of expertise to the client service process.

Her prior experience with Castle Financial Asset Management and Empire Wealth Strategies provides her with the knowledge to assist clients with maintaining a high level of quality service. Dana is knowledgeable in Investments and Life Insurance.

Dana currently resides in Farmingdale with her husband. She is the mother of three girls who are all currently living on Long Island, NY.

Sonya has been with Johnson Financial Planning for 25 years. Her role is to handle all financial responsibilities including budgeting, expense reporting, cash flow projections, bookkeeping, payroll, and all human resource management. Sonya lives in Smithtown with her husband and children.

Danielle is a dynamic professional with a background in public relations, media, and broadcasting, as well as extensive experience in executive support roles. A graduate of Lynn University, Danielle has a passion for building relationships and thrives in fast-paced, collaborative environments

Danielle resides in Oyster Bay on Long Island. In her spare time she enjoys being with family, friends, cooking and traveling.