Randy is the Principal of Peck Financial, a nationally recognized independent Executive Benefits firm based in Boca Raton, Florida. Randy entered the insurance business in 1992 and quickly established himself as an expert resource for other insurance advisors and financial planners. Today, Peck Financial administers executive life, disability and long term care insurance plans for many well known companies and large national law firms. Randy resides in Boca Raton, FL with his wife Alicia and six children and together they contribute time and resources to many local and national charities.
Jennifer joined Peck Financial in 2010 and has more than 20 years of experience in the financial industry. Jennifer oversees Peck Financials Executive Benefit practice including new client on-boarding and inforce management. Jennifer holds a Health, Life and Variable Annuity license (215) and is a FINRA registered representative (Series 6) since 1998. She is a proud alumni member of Leadership Deerfield and the South Palm Beach County Women’s Executive Club, an affiliate of the National Association of Female Executives (NAFE). In addition to her professional affiliations, Jennifer serves in a volunteer role for the Humane Society.
Philip is an Insurance and Estate Planning specialist and has worked with Peck Financial since 2002. He has dedicated his career to helping our clients implement strategies to help protect their legacy. He has a unique talent in making complex financial products and structures easy to understand and coordinates well with other client advisors. Philip is highly successful in meeting the needs of business owners, successful professionals, retirees, and high net worth individuals by focusing on tax-advantaged wealth accumulation and preservation strategies. Phil resides in Long Island, NY, with his wife Dawn and has 4 grown children and 6 grandchildren.
Jon Sahn brings more than 20 years of insurance and estate planning experience to Peck Financial’s private client group. He attributes his success to effective listening and educating clients on topics that include multigenerational philanthropy. He often develops customized strategic planned giving programs that utilize insurance strategies and charitable giving techniques which can enable clients to minimize taxes, maximize retirement income and leave legacy assets for their family and community.
Sonia joined Peck Financial in February 2016 as the Director of New Business Underwriting. In this role, Sonia manages our Private Client Group division and is the lead liaison between carriers, clients and their advisors in an effort to obtain the best possible underwriting decisions. With her professional carrier, spanning more than 30 years, Sonia’s experience includes working at the Home Office and Field Office for a large insurance company as well as working for independent brokers. Sonia holds a Florida Life and Health license (218) along with a Chartered Life Underwriter (CLU) and Fellow Life Management Institute (FLMI) professional designations. Initially from Jamaica, she previously lived in New York and has been a Florida resident for the past 20 years.
Lisa joined Peck Financial in 2012 after having spent 15 years providing underwriting support to a large MGA. Today her job duties include communicating with clients, their doctors and insurance companies to procure the best possible underwriting results. Lisa holds a 215 license and is well versed on life, disability and long-term insurance underwriting. Lisa is a native Floridian and strives to deliver outstanding service to meet the needs of Peck Financial clients.