It is true that different people experience life differently, and this ideology is easier to put into words than practice. However, we have helped many to do so.

Our mission is to provide personal guidance that increases happiness and financial confidence—in the present and future.

Happiness is a journey, not a destination. This is not a goal we aim to reach; it is a feeling that we choose to embrace—a mental state that increases productivity, enhances relationships, elevates experiences, and enables us to reach our goals. Whether people realize it or not, everyone makes the choice every day.

Family or work. Freedom or security. Charity or savings. Present or future. Such conflicts seem unavoidable, yet you can always choose the best of both worlds. It is true that different people experience life differently, and this ideology is easier to put into words than practice. However, we have helped many to do so.

People no longer have to decide between happiness today or tomorrow, as long as they plan for both. We’re familiar with the saying: “Man plans. God laughs.”, which is why we not only plan ahead, we take joy along the way and encourage others to do the same. We firmly believe that your future should not cost you your present. Embrace whichever choices mean happiness to you.

CONTACT

Our mission is to provide personal guidance that increases happiness and financial confidence—in the present and future.

Happiness is a journey, not a destination. This is not a goal we aim to reach; it is a feeling that we choose to embrace—a mental state that increases productivity, enhances relationships, elevates experiences, and enables us to reach our goals. Whether people realize it or not, everyone makes the choice every day.

Family or work. Freedom or security. Charity or savings. Present or future. Such conflicts seem unavoidable, yet you can always choose the best of both worlds. It is true that different people experience life differently, and this ideology is easier to put into words than practice. However, we have helped many to do so.

People no longer have to decide between happiness today or tomorrow, as long as they plan for both. We’re familiar with the saying: “Man plans. God laughs.”, which is why we not only plan ahead, we take joy along the way and encourage others to do the same. We firmly believe that your future should not cost you your present. Embrace whichever choices mean happiness to you.

CONTACT

Meet the Founders

Jobs and Wozniak. Kirk and Spock. Peanut butter and jelly. Some of the world’s most unlikely partnerships are some of the world’s greatest teams. On the surface, Dani and Jay seem to be unlikely partners. Yes, they both have extensive insurance and planning experience, but Dani seems a bit more laid back, Jay perhaps a bit more buttoned-down. Dani might capture you with his quick wit while Jay will enthrall you with life stories. But it’s the combination and diversity of life and professional experiences that makes them the perfect partners. That’s what makes all great partnerships—the synthesis of different skills and strengths directed to achieve a common goal. For Dani and Jay, that common goal is to provide practical, personalized planning that allows you to enjoy your life today, and every day, with the confidence that tomorrow will be taken care of. Enjoying today is different for everyone. For Dani it might be lacing up his skates and playing hockey or hitting the beach with his kids. For Jay that might mean a movie marathon or a five-mile hike. Whatever your happiness looks like Dani and Jay will provide the perspective and planning to help you get more of it—today and tomorrow.

Check the background of our investment professionals on FINRA’s BrokerCheck.

Our Team

Jay-Baitner

Jay Baitner

While some might say that Jay is in the wealth management field, he sees his responsibility as happiness management. Jay believes that “The Pursuit is happiness”—the journey is as important as the destination. Over the years he spent as a litigation attorney, Jay encountered increasing numbers of families devastated by a lack of or poor financial planning. Since transitioning to wealth management, Jay discovered a problem on the other side of the spectrum—people so focused on the “end game” that they deprive their present for a future they might not ever experience. Now, Jay simplifies what could be a cumbersome and complicated process. He empowers clients to enjoy today as they plan for tomorrow. Outside of this mission, Jay’s many hobbies include watching movies and professional soccer, playing spikeball, traveling to new places, hiking in jungles and national parks, eating banana bread without chocolate chips, and of course—spending time with his family.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Check the background of this investment professional on FINRA’s BrokerCheck.

Dani-Ross

Dani Ross

Dani brings a distinctly unique perspective to the world of insurance. A true people person with a talent for taking charge, he began his insurance career at his family’s P&C agency, where he became passionate about life and disability insurance. Diagnosed with Ewing’s Sarcoma at a young age, Dani personally relates to the stark reality that life is fleeting, and he balances this seemingly morbid reality with an unwavering personality and a wicked sense of humor. Most importantly, Dani has a true appreciation for how impactful insurance products are, and uses his own life experiences to share that with clients. Beyond his passion for ensuring that people have the financial confidence to live life to the fullest, Dani loves playing hockey, listening to music, going to the beach with family, playing pranks on friends, winning at poker, eating all the foods, and pushing the limits on everything.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. 2-20 Property & Casualty General Lines Agent License and a CLCS designation.

Rachel Klein

Rachel Klein

Throughout Rachel’s years of experience in insurance, real estate, and private equity, she has always been adept in operations. Rachel has a knack for keeping people organized. Her lists have lists, and they’re usually color-coded. She brings her organizational expertise to Alive & Wealth where she can help many more keep track of everything important to them, and enjoy the present, while they plan for the future. When she’s not too busy ensuring that all is in its proper place, you’ll likely find her practicing yoga, reading, or rescuing dogs like her pitbull Lucy.

Rachel offers support to our representatives and is not licensed to offer securities, investment advisory services or insurance in any state.