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.
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Bernie Casey, C.A.S, C. I. S
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
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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.
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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.
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Gerald Papa, CPA