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FIELDSTONEINS.COM
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COVID-19 INFORMATION The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
TAG 1 – FIELDSTONE INSURANCE GROUP, LLC Cras justo odio, dapibus ac facilisis in, egestas eget quam. Donec sed odio dui. Donec ullamcorper nulla non metus auctor fringilla. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit. CATEGORY 2 – FIELDSTONE INSURANCE GROUP, LLC The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
FIELDSTONE INSURANCE GROUP, LLC Jason Duffy Founder & Partner. Jason provides strategic and tactical insurance solutions to individuals and businesses in capital markets. From the simplest insurance solutions to the most esoteric hedging tools, Jason and his dedicated staff listen, understand, broker and provide the hands-on customer service that’s missing in today’ssales models.
FIELDSTONEINS.COM
fieldstoneins.com
COVID-19 INFORMATION The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
TAG 1 – FIELDSTONE INSURANCE GROUP, LLC Cras justo odio, dapibus ac facilisis in, egestas eget quam. Donec sed odio dui. Donec ullamcorper nulla non metus auctor fringilla. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit. CATEGORY 2 – FIELDSTONE INSURANCE GROUP, LLC The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
FIELDSTONE INSURANCE GROUP, LLC Jason Duffy Founder & Partner. Jason provides strategic and tactical insurance solutions to individuals and businesses in capital markets. From the simplest insurance solutions to the most esoteric hedging tools, Jason and his dedicated staff listen, understand, broker and provide the hands-on customer service that’s missing in today’ssales models.
FIELDSTONEINS.COM
fieldstoneins.com
COVID-19 INFORMATION The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
TAG 1 – FIELDSTONE INSURANCE GROUP, LLC Cras justo odio, dapibus ac facilisis in, egestas eget quam. Donec sed odio dui. Donec ullamcorper nulla non metus auctor fringilla. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit. CATEGORY 2 – FIELDSTONE INSURANCE GROUP, LLC The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
FIELDSTONE INSURANCE GROUP, LLC Jason Duffy Founder & Partner. Jason provides strategic and tactical insurance solutions to individuals and businesses in capital markets. From the simplest insurance solutions to the most esoteric hedging tools, Jason and his dedicated staff listen, understand, broker and provide the hands-on customer service that’s missing in today’ssales models.
COVID-19 INFORMATION The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
FIELDSTONEINS.COM
fieldstoneins.com
TAG 1 – FIELDSTONE INSURANCE GROUP, LLC Cras justo odio, dapibus ac facilisis in, egestas eget quam. Donec sed odio dui. Donec ullamcorper nulla non metus auctor fringilla. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit. CATEGORY 2 – FIELDSTONE INSURANCE GROUP, LLC The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
FIELDSTONE INSURANCE GROUP, LLC Jason Duffy Founder & Partner. Jason provides strategic and tactical insurance solutions to individuals and businesses in capital markets. From the simplest insurance solutions to the most esoteric hedging tools, Jason and his dedicated staff listen, understand, broker and provide the hands-on customer service that’s missing in today’ssales models.
COVID-19 INFORMATION The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
FIELDSTONEINS.COM
fieldstoneins.com
TAG 1 – FIELDSTONE INSURANCE GROUP, LLC Cras justo odio, dapibus ac facilisis in, egestas eget quam. Donec sed odio dui. Donec ullamcorper nulla non metus auctor fringilla. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit. CATEGORY 2 – FIELDSTONE INSURANCE GROUP, LLC The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
FIELDSTONE INSURANCE GROUP, LLC Jason Duffy Founder & Partner. Jason provides strategic and tactical insurance solutions to individuals and businesses in capital markets. From the simplest insurance solutions to the most esoteric hedging tools, Jason and his dedicated staff listen, understand, broker and provide the hands-on customer service that’s missing in today’ssales models.
COVID-19 INFORMATION The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
FIELDSTONEINS.COM
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FIELDSTONE INSURANCE GROUP, LLC Jason Duffy Founder & Partner. Jason provides strategic and tactical insurance solutions to individuals and businesses in capital markets. From the simplest insurance solutions to the most esoteric hedging tools, Jason and his dedicated staff listen, understand, broker and provide the hands-on customer service that’s missing in today’ssales models.
FIELDSTONEINS.COM
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COVID-19 INFORMATION The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
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FIELDSTONE INSURANCE GROUP, LLC Jason Duffy Founder & Partner. Jason provides strategic and tactical insurance solutions to individuals and businesses in capital markets. From the simplest insurance solutions to the most esoteric hedging tools, Jason and his dedicated staff listen, understand, broker and provide the hands-on customer service that’s missing in today’ssales models.
FIELDSTONEINS.COM
fieldstoneins.com
COVID-19 INFORMATION The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
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Cras justo odio, dapibus ac facilisis in, egestas eget quam. Donec sed odio dui. Donec ullamcorper nulla non metus auctor fringilla. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit. CATEGORY 2 – FIELDSTONE INSURANCE GROUP, LLC The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
FIELDSTONE INSURANCE GROUP, LLC Jason Duffy Founder & Partner. Jason provides strategic and tactical insurance solutions to individuals and businesses in capital markets. From the simplest insurance solutions to the most esoteric hedging tools, Jason and his dedicated staff listen, understand, broker and provide the hands-on customer service that’s missing in today’ssales models.
FIELDSTONEINS.COM
fieldstoneins.com
COVID-19 INFORMATION The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
TAG 1 – FIELDSTONE INSURANCE GROUP, LLC Cras justo odio, dapibus ac facilisis in, egestas eget quam. Donec sed odio dui. Donec ullamcorper nulla non metus auctor fringilla. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit. CATEGORY 2 – FIELDSTONE INSURANCE GROUP, LLC The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
FIELDSTONE INSURANCE GROUP, LLC Jason Duffy Founder & Partner. Jason provides strategic and tactical insurance solutions to individuals and businesses in capital markets. From the simplest insurance solutions to the most esoteric hedging tools, Jason and his dedicated staff listen, understand, broker and provide the hands-on customer service that’s missing in today’ssales models.
COVID-19 INFORMATION The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
FIELDSTONEINS.COM
fieldstoneins.com
TAG 1 – FIELDSTONE INSURANCE GROUP, LLC Cras justo odio, dapibus ac facilisis in, egestas eget quam. Donec sed odio dui. Donec ullamcorper nulla non metus auctor fringilla. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit. CATEGORY 2 – FIELDSTONE INSURANCE GROUP, LLC The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
FIELDSTONE INSURANCE GROUP, LLC Jason Duffy Founder & Partner. Jason provides strategic and tactical insurance solutions to individuals and businesses in capital markets. From the simplest insurance solutions to the most esoteric hedging tools, Jason and his dedicated staff listen, understand, broker and provide the hands-on customer service that’s missing in today’ssales models.
COVID-19 INFORMATION The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
FIELDSTONEINS.COM
fieldstoneins.com
TAG 1 – FIELDSTONE INSURANCE GROUP, LLC Cras justo odio, dapibus ac facilisis in, egestas eget quam. Donec sed odio dui. Donec ullamcorper nulla non metus auctor fringilla. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit. CATEGORY 2 – FIELDSTONE INSURANCE GROUP, LLC The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
FIELDSTONE INSURANCE GROUP, LLC Jason Duffy Founder & Partner. Jason provides strategic and tactical insurance solutions to individuals and businesses in capital markets. From the simplest insurance solutions to the most esoteric hedging tools, Jason and his dedicated staff listen, understand, broker and provide the hands-on customer service that’s missing in today’ssales models.
COVID-19 INFORMATION The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
TAG 1 – FIELDSTONE INSURANCE GROUP, LLC Cras justo odio, dapibus ac facilisis in, egestas eget quam. Donec sed odio dui. Donec ullamcorper nulla non metus auctor fringilla. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit. CATEGORY 2 – FIELDSTONE INSURANCE GROUP, LLC The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
FIELDSTONE INSURANCE GROUP, LLC Jason Duffy Founder & Partner. Jason provides strategic and tactical insurance solutions to individuals and businesses in capital markets. From the simplest insurance solutions to the most esoteric hedging tools, Jason and his dedicated staff listen, understand, broker and provide the hands-on customer service that’s missing in today’ssales models.
FIELDSTONEINS.COM
fieldstoneins.com
COVID-19 INFORMATION The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
TAG 1 – FIELDSTONE INSURANCE GROUP, LLC Cras justo odio, dapibus ac facilisis in, egestas eget quam. Donec sed odio dui. Donec ullamcorper nulla non metus auctor fringilla. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit. CATEGORY 2 – FIELDSTONE INSURANCE GROUP, LLC The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
FIELDSTONE INSURANCE GROUP, LLC Jason Duffy Founder & Partner. Jason provides strategic and tactical insurance solutions to individuals and businesses in capital markets. From the simplest insurance solutions to the most esoteric hedging tools, Jason and his dedicated staff listen, understand, broker and provide the hands-on customer service that’s missing in today’ssales models.
FIELDSTONEINS.COM
fieldstoneins.com
COVID-19 INFORMATION The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
TAG 1 – FIELDSTONE INSURANCE GROUP, LLC Cras justo odio, dapibus ac facilisis in, egestas eget quam. Donec sed odio dui. Donec ullamcorper nulla non metus auctor fringilla. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit. CATEGORY 2 – FIELDSTONE INSURANCE GROUP, LLC The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
FIELDSTONE INSURANCE GROUP, LLC Jason Duffy Founder & Partner. Jason provides strategic and tactical insurance solutions to individuals and businesses in capital markets. From the simplest insurance solutions to the most esoteric hedging tools, Jason and his dedicated staff listen, understand, broker and provide the hands-on customer service that’s missing in today’ssales models.
COVID-19 INFORMATION The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
TAG 1 – FIELDSTONE INSURANCE GROUP, LLC Cras justo odio, dapibus ac facilisis in, egestas eget quam. Donec sed odio dui. Donec ullamcorper nulla non metus auctor fringilla. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit. CATEGORY 2 – FIELDSTONE INSURANCE GROUP, LLC The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarialadvice.
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IT’S BUSINESS, BUT IT’S PERSONAL Fieldstone Insurance group tailors insurance and benefits solutions to meet the diverse needs of clients involved in capital markets. Our team of industry experts, former Wall Street professionals, and tech gurus gives a fresh perspective and honest answers without the malarkey and confusion often found in our industry. How can we serve you? Personal Lines | Commercial Lines Group Benefits | Life & DisabilityMANAGEMENT TEAM
JASON DUFFY FOUNDER & PARTNER Jason provides strategic and tactical insurance solutions to individuals and businesses in capital markets. From the simplest insurance solutions to the most esoteric hedging tools, Jason and his dedicated staff listen, understand, broker and provide the hands-on customer service that’s missing in today’s sales models. Drawing on almost 20 years of front line insurance sales and time in the U.S. Army, Jason leaves no stone unturned when it comes to serving clients. He maintains FINRA Series 6, 63, and 65 securities licenses and is a registered representative and investment advisor of M Holdings Securities, Inc., the exclusive, wholly owned broker/dealer of M Financial Group. Jason was invited to join M Financial Group, an elite consortium of independent firms. Get in touch. Email: jason@fieldstoneins.com | Office: 646.664.1233 | Cell: 201.519.5669 THOMAS TROUBH PARTNER Tom leverages his deep financial solutions knowledge to help people protect what’s most important – family and wealth. He specializes in implementing cost-effective solutions for financial principals andtheir employees.
Based on experience, Tom understands the demands, risks and needs of affluent individuals and family businesses. He spends a majority of his time assisting these families in developing insurance strategies based on their unique financial and lifestyle goals. His holistic approach addresses all areas with sustainable options and proactiveservice.
His vast financial services expertise has been bolstered by a decade-long tenure on Wall Street. A graduate of Cornell University, Tom maintains FINRA Series 7, 55, and 63 securities licenses and is a registered representative of M Holdings Securities, Inc., the exclusive, wholly owned broker/dealer of M Financial Group. Get in touch. Email: tom@fieldstoneins.com | Office: 646.664.1234 | Cell: 917.678.1361 ALEX BEURLE CPA, CFE, COO & CFO Alex oversees all of the company’s operations and finances. In his role, he cuts through the clutter to provide direct and honest information for all clients. He brings more than 15 years’ experience in the specialty insurance brokerage business, most recently as the head of operations for Integro Insurance Brokers’ U.S. Entertainment & Sports division. Previously Alex was a principal and shareholder of Insurance Revolution Inc., a specialty insurance brokerage where he managed all operational functions. Alex began his career in accounting and finance at Arthur Andersen and First Union Capital Markets. Alex holds an accounting degree from Wake Forest University and an MBA in finance and entrepreneurship from Columbia Business School. He’s a certified public accountant (CPA) and certified fraud examiner(CFE).
Get in touch. Email: alex@fieldstoneins.com | Office: 347.916.9635 | Cell: 917.634.6881CLIENT SERVICES
GET IN TOUCH
PERSONAL LINES
Janine Butler
janine@fieldstoneins.com347-318-5448
Tory Kwan
tory@fieldstoneins.com347-618-4007
Lorianne Mordente
Lorianne@fieldstoneins.com347-916-9634
Dean Reist
dean@fieldstoneins.com347-318-1499
Giselle Romero
giselle@fieldstoneins.com347-916-9633
COMMERCIAL LINES
Dinesh Budhu
dinesh@fieldstoneins.com(201) 591-5564
Matt Kinsel
matt@fieldstoneins.com(201) 212-6914
Johanna Obando
johanna@fieldstoneins.com201-212-5499
Anthony Picciano
anthony@fieldstoneins.com201-212-4544
GROUP BENEFITS
Robert Guevara
robert@fieldstoneins.com(201) 212-6911
Katherinne Nino
katherinne@fieldstoneins.com(201) 212-6910
Raphael Ramos
raphael@fieldstoneins.com(201) 212-5298
Alanna Sarti
alanna@fieldstoneins.com(201) 212-6912
Marla Pires
marla@fieldstoneins.com(201) 591-5877
LIFE & DISABILITY
Nicole Giarratana
nicole@fieldstoneins.com(201) 212-6915
Lisa LassuScavarda
lisa@fieldstoneins.com(201) 212-5977
CONTACT US
218 Route 17N, Suite 404, Rochelle Park, NJ 07662 | 405 Lexington Avenue, 34th Floor, New York, NY 10174 (201) 212-6909 | Info@fieldstoneins.com First Name (required) Last Name (required) Phone Number (required) Your Email (required)Subject
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Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA /SIPC . Cohn Financial Group, LLC independently ownedand operated.
Disclosures: Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA /SIPC . Fieldstone Insurance Group, LLC is independently owned and operated. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Fieldstone Insurance Group, LLC and/or its agents are presently licensed to sell life insurance in the following states: AR, AZ, CA (License #0A9725 & #0H33017), CO, CT, DE, FL, GA, HI, IA, IL, IN, KY, MA, MD, MI, MN (License #13414& 40236775), MO, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VT, WA, WI, WV, WY. Residents of other states should consult with a local agent for insurance services. Fieldstone Insurance Group, LLC agents are presently securities registered in the following states: AZ, CA (License #0A9725 & #0H33017), CO, CT, FL, GA, HI, IA, IL, IN, MA, ME, MD, MN (License #13414 & # 40236775), MO, NC, ND, NJ, NV, NY, OK, OR, PA, RI, SD, UT,VT, WA, WY.
The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarial advice. If tax, legal or actuarial advice is required, you should consult your accountant, attorney, or actuary. Cohn Financial Group does not replace those advisors.*
FIELDSTONE INSURANCE GROUP, LLC 218 Route 17N, Suite 404 Rochelle Park, NJ 07662 405 Lexington Avenue, 34th FloorNew York, NY 10174
PHONE: (201) 212-6909 EMAIL: Info@fieldstoneins.com*
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