Our Team

Jay E. Hochheiser CFP®, CEPA

Founder & CEO

516.677.6208

info@hdci.biz

Ross Cohen

Director of Retirement Plans & Investment Specialist

516.677.6235

ross.cohen@hdwealthmgmt.com

Lee Hochheiser

Financial Advisor

516.677.6236

6319879096

lee.hochheiser@hdwealthmgmt.com

Shelley Fico

Practice & Operations Manager

516.677.6240

shelley.fico@hdwealthmgmt.com

Carla Genova

Investment Client Service Associate

516.677.6222

carla.genova@hdwealthmgmt.com

Jill Hochheiser

Client Relationship Manager

516.677.5026

jill.hochheiser@hdwealthmgmt.com

Joanna Grace

Insurance & Investment Client Service Associate

516.677.5028

joanna.grace@hdwealthmgmt.com