Our Principals

David E. Levee, CLU®

Financial Adviser

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As a financial services professional in business since 1967, David E. Levee applies strategic thinking to all of his clients' needs. His ability to come up with unique solutions to complex financial situations is unsurpassed in this arena. Holding the Chartered Life Underwriter® designation, David truly understands what financial products or services best serves his clients. His expertise includes the fields of estate, business succession, and executive benefit planning, as well as tax wise retirement planning and income generating.

As a charter member agent, and current board member, of The Nautilus Group®, a service of New York Life, David belongs to this elite group of financial professionals and has exclusive access to the in-house support of planning professionals with credentials in law, taxation, accounting, insurance and finance.

David is also an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser. This unique combination allows David to offer more comprehensive planning for his high net worth and business clients.

While serving his clients since 1967, David has received numerous industry awards and recognitions including serving as President of the New York Life Agent Advisory Council from 1994 to 1996. In addition, he is a charter shareholder and former president of NYLARC, a reinsurance company wholly owned by its shareholder/agents.

Steve Taub

Financial Adviser

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Steve’s practice puts a concentration on client specific needs. Along with his passion, Steve counts listening as one of his positive attributes. Our focus is working with clients, their existing financial advisors and/or family offices to find unique, efficient strategies providing tax advantages and income generating solutions. Each client has different priorities, needs and concerns…our goal is to make any or all of those situations better.

Steve is a member of The Nautilus Group®, an elite group of financial professionals and has exclusive access to the in-house support of planning professionals with credentials in law, taxation, accounting, insurance and finance. The Nautilus Group® is an “invitation” only group of NYL agents. Since starting his career at New York Life, Steve has won Agent of the Year for his classification each of his five (5) years in the business. In addition, Steve is a shareholder of NYLARC, a reinsurance company wholly owned by its shareholder/agents.