Our Hiring Success With Athletes

College Athletes are a Great Match for this Career!

Former top athletes are seen as goal-oriented, hard-working, disciplined and driven. These are traits we look for in candidates. Excellence in team sports align with strong interpersonal skills. We have seen first-hand how great a fit a College Athlete is with our Career.

A few of our Advisors that were Top Athletes are:

  • Russ Carpentieri – former NY Jet
  • Ralph Branca – former MLB Player – Brooklyn Dodgers 1944-1956
  • Greg Myers – University of Delaware Varsity Swimming 1984-1988
  • Craig Katz – Princeton Varsity Lacrosse 1994- 1997
  • Evan Wohl- PGA Golf Professional
  • John C. Ross - Johns Hopkins Varsity Water Polo
  • Joseph Long - Union College Varsity Football

Here’s what a few of our athletes have to say:

Craig Katz Headshot Cropped

Craig Katz

Princeton University – BA, 1997 Life and Health Licensed Investments, Mutual Funds, and Annuities Personal Services • Retirement Planning • Estate Planning • Life Insurance • Individual Disability Insurance • Investment Management Business Services • Employee Benefits • Buy/Sell Agreements • Business Succession Planning • Risk Management I take a comprehensive approach to your financial needs, through a unique process, the Economic Confidence Building Process. This process will produce an offensive and defensive approach to creating and protecting wealth. My company, Strategi...

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2017 Wohl Headshot Cropped

Evan Wohl CFP®, CLU®, ChFC®, RICP®

Through our unique planning process, my goal is to provide clients with the tools to help them reach financial security by implementing strategies that help maximize wealth while protecting against wealth eroding factors such as taxes, inflation, financial disorganization, unnecessary fees and expenses. Our firm takes a macroeconomic approach to planning and coordinates all of your financial decisions through the use of a comprehensive economic model. - Insurance planning - Investment planning - Retirement Planning - Educational Planning - Asset Management - Cash Flow Management - Life Insurance - Disability Insurance - Long Term...

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