Frank Leanza
After earning a B.S. (Summa Cum Laude) and a Juris Doctor (Cum Laude), Frank began his career in individual tax planning as a Tax Consultant at a Big Eight accounting firm in 1978. Two years later he was recruited by a major Bergen County law firm to provide tax planning and estate and trust administration to the firm’s major clients. During the ensuing four-year period, Frank earned both a Master of Laws in Taxation and a Master of Management Science while providing full-time legal and tax planning services to the firm’s clients.
In 1984 Frank established his own law firm, providing tax planning and trust and estate administration services to an ever-growing client base of business owners and executives. Over the next thirty years, Frank developed and expertise in insurance industry products as an integral part of his clients’ planning. During such time, Frank also served as a municipal judge in Hudson County for over twenty-four years.
The death of Frank’s wife and his responsibility to his children led to his withdrawal as a full-time partner at his firm and assuming the position of “of counsel” to provide services to his clients. In 2014 Frank was appointed as a Commissioner at the New Jersey State Commission of Investigation. Although appointed to a second term as Commissioner, Frank accepted the position of Senior Vice President and Chief of Legal and Regulatory Affairs of the New Jersey Sports and Exposition Authority. Although precluded from private practice during his NJSEA tenure, Frank remained active in tax planning and administration as a Trustee and Executor for many of his former clients.
Upon his youngest son’s commencement of college, Frank resigned from NJSEA to resume the practice of law as a partner at Winne, Banta, Basralian, & Kahn, with offices in New Jersey and New York.
Bernie Casey
Bernie Casey, C.A.S; C.I.S, serves as an Independent Retirement Consultant to Financial Advisors, Money Managers, RIA's, Life Insurance, P&C and Health Insurance agents and consumers. Bernie has more than 40 years of experience in the financial services industry and his passion and focus has been providing advice, education, analysis, training and guidance on financial concepts, strategies, case design and effective solutions with emphasis on utilizing guaranteed, predictable, safe and secure (GPS) life Insurance and annuity products to assist both advisors and clients to meet their needs and objectives.
Bernie previously worked as an Advanced Annuity Planning and Business Development Consultant from 1998 - 2024, where he was an integral part of leading his team to generate the firm with an annual annuity premium in excess of 5 billion. Bernie retired from Crump Life Insurance Services, which is an independent marketing organization distributing Annuities, Life, Long Term Care and Disability Insurance to various types of financial producers. Prior to his tenure with Crump, Bernie was an insurance producer from 1983 until 1998 selling life insurance, annuities, long term care, disability, property and casualty insurance as well as investment products.
Bernie is a 1978 graduate of the University of Connecticut where he earned a Bachelor of Science in Business Administration. Bernie currently holds a Life, Accident & Health license as well as a Series 6 & 63. Bernie and his wife, Marcelle, reside in Wallingford, CT and Cape Cod, MA.
Jonathan M. Alexander, M.D
Jonathan M. Alexander, M.D., is a graduate of New York University. He performed his Internal Medical Residency at Downstate Medical Center, NY, where he also worked in critical care and emergency medicine. Dr. Alexander is an active licensed physician in New Jersey.
Dr. Alexander has served as an expert witness in numerous medical malpractice cases, was featured on an episode of 60 Minutes, and has testified before the NY State Senate regarding the Libby Zion Law, NYS Dept. of Health Code, Section 405: a regulation that limits the amount of resident physicians’ work to 80 hours per week in NY state hospitals. He is an expert in delivering clear, concise and objective opinions in both written and oral testimony.
Presently, Dr. Alexander is a Life Insurance Examiner for all major life insurance companies. He has an in-depth knowledge of medical standards of care and practice guidelines, as well as being skilled in reviewing medical records and identifying deviations from standard care.
Lori-Anne Walker
Lori-Anne Walker serves as VP, Chief Underwriter for Highland Capital Brokerage. She has over 35 years of experience in the financial services industry. Lori brings her extensive expertise in working with high-net-worth cases, particularly in the older age market and large capacity cases. Her leadership roles and prior consulting experience, including the largest GA in the country for over 21 years, give her a unique perspective on special circumstances and valuable insights on positioning various situations.
Lori is currently working on her FALU designation. She's an active member of the LIBRA Underwriting Committee and the Nationwide BGA Underwriting Board. In addition, she's the current President of the Twin Cities Association of Home
Office Underwriters (TCAHOU) and a member of the Brokerage Underwriting Forum (BUF).
Gerald Papa, CPA
Gerald Papa, CPA provided tax planning and strategic strategies to high net worth individuals and small businesses in the New York ,New Jersey Metropolitan area.
As part of his practice Gerry has extensive knowledge in the utilization of life insurance planning to help his clientele match their overall retirement and legacy objectives.
Marisa A. Corvisiero, Esq.
Marisa A. Corvisiero, Esq. founded the Corvisiero Law Firm in 2009. Since then she has achieved incredible success and growth in several practice areas bringing in counsel and staff to continue on its high speed trajectory. The firm now provides a number of practice areas to encompass a comprehensive package of services for existing and new clients.
Mrs. Corvisiero has held positions in several law firms and companies since 1995 in different capacities. In such positions, she has attained the knowledge and experience necessary to properly and dynamically represent her clients.
Her journey includes positions at Paul, Hastings, Janofsky & Walker, LLP, a top 15 global law firm; Windels, Marx, Lane & Mittendorf, LLP, a white shoe boutique; and Avaya, Inc., a fortune 500 telecommunications company among several distinguished others. She is also the founder of the Corvisiero Literary Agency, where she represents authors works for Publication, as well as Film & TV rights and other sub rights licensing. She is a Producer, Consultant and Speaker in several capacities; and is a member of the Association of Literary Agents.
Mrs. Corvisiero received her Bachelors in Business Administration in International Business and Marketing from Hofstra University in 1995, and her Juris Doctorate from Pace University School of Law in 2000. She has also earned Pace University School of Law's prestigious International Law Certificate for her studies in International Law. Mrs. Corvisiero was the President of the Phi Alpha Delta Law Fraternity Chapter, and the President of the Pre Law Society at Hofstra University in her last year. She also held several Board positions on the Student Bar Association for the duration of her legal studies at Pace University School of Law, where she was also the Treasurer of the Environmental Law Society, the Chair of the Social Committee, and the Co-Editor of the Pace University School of Law Year Book in 1999 and 2000.
She is currently Counsel for the National Association of Journalists and Writers (NAJW), the Association of Ghost Writers, Polyscope Productions, The Nature of Wellness Foundation, and the Gold Shield Initiative. Among her clients are many individuals from all walks of life, entrepreneurs, literary agencies, production companies, and publishers.
Mrs. Corvisiero is licensed to practice in the States of New Jersey and New York, and has been in good standing for the duration of her admission to each Bar Association. She belongs to the New York State Bar Association, Nassau County Bar Association, and the Monmouth County Bar Association. She has received commendations as an Elite Lawyer and Lead Counsel.
She is fluent in Italian and Spanish, knows conversational German, and has some understanding of Portuguese.