Team Head

John L. Diaz        Russell Bailyn        Mark M. Martiak        Brad T Carey        Gregory Rickens        Kenneth Rickens        Fred Swain        Larry Unger        Rachel Lulov Segall        
                                                                                                       Stacey Du        Luis Torres

 

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John L. Diaz, CFP
President / Senior Wealth Strategist

 

John L. Diaz

John is president & CEO of Premier Financial Advisors; an independent, full-service financial advisory firm that he founded in 1992.  John is the principal of the firm and leads the team of wealth managers and advisors in delivering comprehensive financial strategies and solutions to their clients.

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Russell Bailyn
Wealth Manager

 

Russell Bailyn

Russell Bailyn is a Wealth Manager with Premier Financial Advisors.  His specialty areas of practice include low-cost portfolio construction, 401k rollovers, and retirement planning.  He is also an Investment Executive with First Allied Securities, Inc. and holds his FINRA Series 7, 63 and 65 licenses.

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Mark M. Martiak
Vice President/ Senior Wealth Strategist

 

Mark M. Martiak

Mark’s 28-year career spans financial services, media and retail.  At Premier Financial Advisors, he serves individual as well as institutional clients, with special focus on the financial planning issues related to family offices, divorce, retirement, trust and estate planning. Mark can be seen as a regular guest on CNBC and FOX BUSINESS NEWS, and is often quoted in The Wall Street Journal.

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Brad T. Carey, CFP
Wealth Manager

 

Brad T. Carey

Brad is a Wealth Manger and one of the original founders of Premier Financial Advisors. Brad has been in the financial services industry since 1987, advising individuals and families plan and attain their financial goals. Brad began his career as a registered representative with Dean Witter Reynolds and then moved on to private banking with Dollar Dry Dock Investment Services.

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Gregory Rickens
Wealth Consultant

Gregory Rickens

Gregory Rickens is a Premier Financial Advisors Wealth Consultant that has many years of experience in assisting individuals in meeting their financial goals.  Greg has a broad clientele that includes corporate executives, self-employed individuals, businesses and not-for-profit organizations.

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Kenneth Rickens
Wealth Consultant

 

Kenneth Rickens

Ken is a Premier Financial Advisors Wealth Consultant.  Ken received his CPA in 1994 and has an extensive background in taxation and tax-motivated investment products with well over a decade of Big 4 public accounting experience at both Arthur Andersen and, most recently, Deloitte & Touche.  He has served individuals, partnerships and Fortune 500 corporations around the world.

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Larry Unger, JD
Wealth Consultant
 

 

Larry Unger

Larry Unger, JD. is a Premier Financial Advisors Wealth Consultant that specializes in investment planning and insurance services. Larry is a graduate of Cornell University and Harvard Law School.  He majored in history and creative writing while at Cornell.

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Rachel Lulov Segall, CLU, CSA

 

Rachel Lulov Segall

Rachel Lulov Segall, CLU, CSA has been helping her clients set, plan and meet their financial goals since 1986. Her clientele includes self-employed individuals, businesses and not-for-profit organizations, as well as individuals and families.

Rachel is not affiliated with nor endorsed by First Allied Securities.

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Stacey Du
Client Relations Manager

 

Stacey Du

Stacey joined Premier Financial Advisors in 2003 and is an integral member of our team.  Stacey is our client relations manager and is responsible for assisting Wealth Managers, advisors and their clients with a broad range of service and operation related issues.   Stacey also manages and delegates many of the day to day operations from the midtown NY City office.   When clients or team members have a question, Stacey is usually the person who helps in getting the right answer.

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Luis Torres
Operations Support

 

Luis Torres

Content Coming Soon

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