Home » Our Team

Our Team


Vanessa Purkari

Executive Assistant

Vanessa received a Bachelor of Business Administration degree in Marketing from CUNY – Baruch College in 2003. She joined the staff at William Katz in 2007.

  • Client Policy Service
  • Life Insurance Processing
  • Account Processing

Sonia Chandhok

Administrative Assistant

Sonia received a Bachelor of Business Administration degree in Business from University of Baltimore in 2006. She joined the staff at William Katz in 2012.

  • Client Policy Service
  • Life Insurance Processing

Dr. Eric Studley

Disability Agent

Dr. Eric Studley specializes in the insurance planning needs of Healthcare Professionals. He is licensed to offer insurance products in several states around the region. A renowned speaker in the dental community, Eric has lectured throughout the country on the subject of insurance planning and risk management.

Eric holds an academic position as well, currently serving as an Associate Professor at New York University College of Dentistry.

Dr. Studley is licensed for insurance in multiple states.  The Guardian Life Insurance Company of America (Guardian), New York, N.Y.

Dean Rothman

Investment Advisor

Dean is committed to helping toward maximizing the value of his client’s assets potential. By helping his clients build wealth potential, the quality of their lives can be enhanced and their legacies can be perpetuated for generations to come.

Dean plays a role in portfolio designs as well as determining the company’s mutual fund and annuity recommendations.

Dean has been associated with National Financial Network, LLC since 2003. Dean began his career in the equity markets in 2000 with Deutsche Bank Capital Markets. He received a BS in Finance from Seton Hall University.

Check the background of this investment professional on FINRA’s BrokerCheck.

Registered Representative and Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.

 

back to top

What We Do

Latest News

Our Services

help us to help you.

Read More »

Become a Client

Become a client

Becoming a client

is as easy as it is rewarding.

Learn More »

Strategy Videos

For Your Business For Your Life

For Your Business For Your Business

For Your Life

For Your Life

Your Business

For Your Business