The Team
…
Lee Wilderman, CLTC
Lee entered the Life Insurance industry in 1970 joining Corporate Financial Services run by industry icon, Sidney A. Friedman (at the time the largest Phoenix Mutual Agency in their system). Within two years Lee qualified for their top sales honors and eventually became a member of Phoenix’s Portrait Hall of Fame.
In 1975 Lee joined with Ron Goldberg to form Pinnacle Wealth & Benefits Strategies, Inc which remains today as an affiliated company to Schiff Benefits Group, L.L.C. Lee has years of experience in Business, Estate, Retirement Income and Long Term Care Planning.
Lee’s primary areas of responsibility include:
• Retirement Income Planning
• Business Planning
• Estate Planning
• Long Term Care Planning
Lee attended the Pennsylvania State University and numerous insurance programs and has obtained the designation of Certified Long Term Care planner (CLTC).
Ron Goldberg, CLU
Ron began his career in the Life Insurance industry in 1970, serving in different capacities for the former Union Fidelity Life Insurance Co. (NYSE) rising to the office of Vice President of Marketing prior to leaving in 1975. Upon Leaving Union Fidelity Life Insurance Co. Ron joined with Lee Wilderman to form Pinnacle Wealth & Benefits Strategies Inc. which remains today as an affiliated company of Schiff Benefits Group, L.L.C.
Ron’s primary area of responsibility includes the following:
• Retirement Planning (both pre and post retirement)
• Investment Planning
• Administrative implementation
• Life Insurance support
Ron Graduated from the Pennsylvania State University in 1970 and holds the professional designation of Chartered Life Underwriter (CLU)
Vincent L. Boianelli, Sr
Vince entered the Life Insurance Industry in 1976 with Phoenix Mutual’s Keystone agency and Corporate Financial Services run by Sidney A. Friedman. Vince Joined with Lee Wilderman and Ron Goldberg in 1981 with Pinnacle Wealth & Benefits Strategies, Inc. (an affiliated company with Schiff Benefits Group, L.L.C.) and developed and maintains a full service employer group health and life insurance division rounding out the practice.
In 2004 Vince added another dimension to the practice with the addition of a Residential Mortgage Division. Vince also holds a Property and Casualty License.
Vince’s areas of responsibility include:
• Sale and Management of all Employer Group Health Plans
• Corporate Voluntary Plans (Life and Supplemental Plans)
• Employee Benefit Plans (not to include Non Qualified Plans)
• Residential Mortgage (both purchase and refinance)
Vince is a graduate of Millersville University.
Joy M. Schecter, Executive Assistant
Joy entered the Life Insurance industry in 1990 when she joined Corporate Financial Services (a Phoenix Mutual General Agency run by the legendary Sidney A. Friedman) as an administrative assistant after spending 15 years as a medical technician in both a hospital and private laboratory setting.
Joy’s medical background allowed her to work closely with underwriters and exam services to properly coordinate and understand the medical requirements of each of the carriers. Since joining with our organization Joy has taken on the added responsibilities of client services for both our Life Insurance and Investment Advisory divisions. Additionally, Joy was a certified meeting planner prior to entering the Life Insurance Industry.
