Paul G. Donnelly, CLU, ChFC Partner

Partner, Healthcare Business Planning Group, LLC has over 20 years of experience in business and personal planning for physicians and their practices. Mr. Donnelly helps physicians with the design and implementation of business transfer and retirement plans for their practices. Mr. Donnelly earned a Bachelor of Science degree in finance, with a concentration in economics, from Montclair State University. Mr. Donnelly holds the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College in Bryn Mawr, Pennsylvania.

Gary Clancy, CFP Partner

Mr. Clancy has extensive experience in the financial services industry with an emphasis on the physician marketplace. His experience includes working closely with clients to develop a formal personal financial plan focusing on investment, education, retirement, risk management and estate planning; as well as assisting with the implementation of that plan. Mr. Clancy is a frequent lecturer at financial planning seminars and has written articles on medical practice consolidation and retirement planning issues. Mr. Clancy holds a Bachelor of Science degree in Business Management from Fairleigh Dickenson University. He earned the designation of Certified Financial Planner. Mr. Clancy is one of the founding partners of the Healthcare Business Planning Group, LLC.

Jay A Goldberg, Financial Consultant

Jay Goldberg started his career in 1985 as an associate with The Equitable Life Assurance Society as part of the Fitzpatrick Agency in West Orange, NJ. This is where he began to build a successful career in financial services. His practice specializes in risk management, wealth accumulation, retirement, and estate planning. In 2001, he moved to Woodbridge, NJ to join the Healthcare Business Planning Grup, LLC. He realized that a partnership with this organization and his skills as a financial planner would be the foundation of a company that could help medical professionals reach their financial goals and objectives. In 1985, Jay graduated from the University of Hartford with a BS in Economics and Finance. He holds the following licenses: Series 6, 7, 63, 65, and 24 as well as life and health in several states. Jay resides in Monmouth County, NJ with his wife and two sons.

Jeanne Naglak, J.D., Financial Consultant

Jeanne Naglak has over 20 years in estate planning, trust issues, and investments. Prior to joining the Healthcare Business Planning Group she was a Senior Wealth Preservation Planner with a major brokerage firm, Chief Fiduciary Office for an insurance company's subsidiary Trust Company and a Senior Vice President with two major banks. Jeanne also managed the Fiduciary Tax Depts and Capital Management Groups, as well as Private Client Services dept in her various prior positions. She is an attorney admitted to practice in New York and New Jersey and while she does not practice law for the Healthcare Business Planning Group her experience brings additional depth to the services offered to physicians. In addition to a Bachelor of Arts in Economics from the University of Pennsylvania, Jeanne has a law degree from Brooklyn Law School, and is fully licensed in securities and insurance products.

Michael L Genevrino, CPA, Financial Consultant

Michael Genevrino received a Bachelor of Science Degree in accounting from Northeastern University in 1984 and brings with him 18 years of experience. He began his career practicing as a Certified Public Accountant with Coopers & Lybrand and JH Cohn serving both middle market and SEC clients with a specialization in the Financial Services, Brokerage and Mutual Fund Industries. Upon leaving public practice he maintained a tax and personal financial planning practice 12 yrs and served as controller for several retail startup ventures, taking one public in 1994. Most recently he served as controller for a publishing division of Barnes & Noble. He and his wife Janice live in Clark, NJ.

Mary Jennings, RN, Financial Consultant

Mary Jennings, consultant for Healthcare Business Planning Group, LLC has 20+ years in the physician and healthcare market as a marketing/sales consultant with major pharmaceutical organizations. Mary has been a registered nurse at major medical centers in New York and New Jersey and received a Degree in Science from The City University of New York. Mary has earned the professional designation as a Financial Consultant with Series 7, Series 66, and Life & Health Certifications. Mary currently serves on the Board of The Brain Injury Association of NJ.

Todd Valles, JD, Financial Consultant

Todd Valles has 19 years of experience in qualified and non-qualified retirement benefit plans.  He has expertise in investment analysis, product design, administration and compliance.  He has worked for qualified plan providers such as Prudential, Guardian, and New York Life in varying management capacities.  Todd has a strong backround in improving institutional plan servicing platforms by forging alliances with investment advisors, third party fiduciaries, portfolio managers and third party administrators.

Sigfredo Pazos, Director of Hispanic Markets

Sigi Pazos received a Bachelors Degree from Jersey City State College with a concentration in mathmatics.  Mr. Pazos specializes in the Hispanic Market working with small businesses and physician practices providing them with an Asset Protection Plan.

Anthony P Carro, CLU,ChFC

Anthony P Carro is a group health and employee benefits specialist with over 30 years of experience and is a member of the National Association of Health Insurance Underwriters.  Mr Carro assists physicians and their office staff with the establishment of traditional health insurance arrangements as well as qualified Medical Savings Accounts and Health Reimbursement Accounts.  Mr Carro can also assist physicians with the placement of Long Term Care Insurance and Disability Income Protection Insurance.