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It's No Secret...

We're Pretty Obsessed With Financial Planning

Choosing The Right Financial Planning Team Is No Easy Feat 

You need the total package when it comes to entrusting a financial planning professional - education, experience, trustworthiness, honesty and the list goes on and on. Together, our team at Drucker Wealth offers over 100 years of wealth management and fiduciary experience, and plenty of wisdom to pass around.

Learn more about the big personalities and optimistic attitudes that make up our financial planning family.

Team Certifications & Designations:


Featured In:


View a full list of our Awards, Accolades and Media Mentions here. 


Lance Drucker ChFC®, CLU®, AIF® Photo Lance Drucker ChFC®, CLU®, AIF® Hover Photo
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Lance Drucker ChFC®, CLU®, AIF®

President & CEO

Lance Drucker, ChFC® CLU® AIF® 

“The Supreme Commander”, Speaker, Author, President

Chartered Financial Consultant
Chartered Life Underwriter®
Accredited Investment Fiduciary
P: (212) 681-0459
Email: lance@druckerwealth.com
LinkedIn: www.linkedin.com/in/lancedrucker/

Click here to add my contact information to your device: VCard

Forbes Best in State Advisor

Forbes Council Member

Click here to read Lance's latest Forbes article.

 

Member - Vanguard Advisor Steering Community


Along with my 30 years of experience in wealth management and financial planning, I’ve worked to build a dream team of experienced professionals here at Drucker Wealth. Together, it’s our mission to simplify your financial life through a combination of technology and personal hand holding, so that you can enjoy more and worry less.

My dive into the financial services industry began with a B.S. in accounting and finance from SUNY Binghamton. I quickly fell into the family business, coming to work for my father here at Drucker Wealth Management soon after graduation. I have since earned my Chartered Financial Consultant (ChFC ® ) designation and Chartered Life Underwriter (CLU®) degree as well as a Certificate in Retirement Income Planning from the Wharton School of Business.

Over the years, I worked with many powerful female clients, which inspired me to capture my experience and insights in a book titled “How To Avoid Bag Lady Syndrome: The Strong Woman's Guide To Financial Peace of Mind.” Throughout my career, I have been recognized as a Top Wealth Advisor, Women’s Choice Advisor, Forbes Best-In-State Wealth Advisor and a Top HTK advisor among other accreditations, and featured as part of Forbes Finance Council. In addition, I’m honored to be a multi-year recipient of the Five Star Wealth Manager Award,* which was awarded to me in 2012, 2013, 2014, 2015, 2016 and 2017.



Are You Interested In Avoiding Bag Lady Syndrome?


View Award Disclosures here.

*The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:

  1. Credentialed as an investment advisory representative (IAR) or a registered investment advisor;
  2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years;
  3. Favorable regulatory and complaint history review;
  4. Fulfilled their firm review based on internal firm standards;
  5. Accepting new clients;
  6. One-year client retention rate;
  7. Five-year client retention rate;
  8. Non-institutionalized discretionary and/or non-discretionary client assets administered;
  9. Number of client households served;
  10. Educational and professional designations.

Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. (Number of candidates) (market) wealth managers were considered for the award; (number of award winners) (approximately (percentage) percent of the award candidates) were named Five Star Wealth Managers. To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.

Gideon Drucker, CFP®, AIF® ECA® Photo Gideon Drucker, CFP®, AIF® ECA® Hover Photo
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Gideon Drucker, CFP®, AIF® ECA®

Director, Wealth Builder Division

Gideon Drucker, CFP®, AIF®, ECA

Certified Financial Planner™

ACCREDITED INVESTMENT FIDUCIARY®
Equity Compensation Associate®


forbes council member

Read Gideon's latest Forbes article, "What Is Your Money Mindset?"



Director, Wealth Builder Division


Phone: (646) 647-2205
Email:gideon@druckerwealth.com
Instagram: @DruckerWealth

Gideon Drucker, Certified Financial Planner™, Accredited Investment Fiduciary® and Equity Compensation Associate® is the Founder and Director of the Wealth Builder Division at Drucker Wealth, a family wealth management firm started by his grandfather Bernie Drucker in 1959.

The 3rd generation Drucker, Gideon specializes in working with young professionals looking to take a more proactive approach to their financial future. 

Gideon created the HENRY Syndrome® suite of services as a way to educate and empower high earners not rich yet, newlyweds, and young families to make smart financial decisions for their futures. 

Gideon was named by Forbes as a Top Next Gen Advisor, A Top 7 NYC Advisor by Money Under 30, and Top Advisor by Business Insider. He is a sought after public speaker, presenting his HENRY Syndrome® workshops to hundreds of companies, organizations, and nonprofits throughout New York City and beyond with a primary focus in the tech community. 

Gideon graduated from Lehigh University before serving as a combat paratrooper in the Israel Defense Forces. 

View Award Disclosures here.

Are You a Young Professional Looking To Make Sense Of Your Finances?

Attend one of my upcoming webinars or check out the most recent replay!

Attend An Upcoming Webinar

Kitty Ritchie CFP®, RICP®, CFEd® AIF® Photo Kitty Ritchie CFP®, RICP®, CFEd® AIF® Hover Photo
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Kitty Ritchie CFP®, RICP®, CFEd® AIF®

Financial Advisor

Kitty Ritchie, CFP®, RICP®, AIF®  

Financial Advisor
“The Brains of the Operation”


Certified Financial Planner®
Retirement Income Certified Professional®
Certified Financial Educator®
Accredited Investment Fiduciary®

Phone: (646) 432-7839
Email: kitty@druckerwealth.com

As our team's wealth manager, I am involved in the design of every financial plan that our team develops. I have over 15 years of wealth management experience acting in a fiduciary capacity. I’ve been known to offer our clients an exceptional level of service. Whether I’m meeting a client to review their financial situation over lunch in Murray Hill or calling to check in on a client who’s going through a rough time, I’m always happy to support and empower those we work with.

As a Registered Representative of Hornor, Townsend, & Kent, LLC (HTK), I currently hold a FINRA Series 7 license as well as CfEd, RICP®,  and CFP® designations.

Neisy Arnez, RICP® Photo Neisy Arnez, RICP® Hover Photo
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Neisy Arnez, RICP®

Director of Operations

Neisy Arnez, RICP®

Director of Operations
“Solution Specialist”

P: (646) 432-7821  
Email: neisy@druckerwealth.com

I serve as our team’s operations manager, which means I help ensure things run as smooth as possible for each of our clients. From the moment you join our firm, I’ll oversee your experience to make sure it’s working seamlessly. Because while our team of overachievers does an amazing job of crossing their T's and dotting their I’s… we all know “stuff” happens! That’s why I act as Drucker Wealth’s solution specialist to help everyone overcome obstacles. 

As a Registered Representative of Hornor, Townsend, & Kent, LLC (HTK), I currently hold my FINRA Series 7 license.

Autumn Lax, CFP®, AIF® Photo Autumn Lax, CFP®, AIF® Hover Photo
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Autumn Lax, CFP®, AIF®

Financial Advisor

Autumn Lax, CFP®, AIF®

Financial Advisor

Wealth Builder Division


P: (646) 432-7871
Email: autumn@druckerwealth.com

I work with our Wealth Builder client to help them design their own Financial Life Plan®. 

Are you a young professional, making a healthy salary and having trouble articulating your financial goals and objectives? Would creating a written plan laying out where you are and the steps you need to take to achieve your goals be worthwhile?  

As a Certified Financial Planner™ and Accredited Investment Fiduciary with over 12+ years of experience working with individuals and families, I will take you through Drucker Wealth’s Financial Life Planning process (FLP®) and help you design a plan that accommodates for your lifestyle today, and prepares you and your family for the future. 

Based out of Austin, TX, I work with clients in a virtual capacity all over the country.

Connect with me on LinkedIn!

Featured Articles: 

Business Insider "A pay-yourself-first budget is a simple way to amp up your savings. Here's how it works"

Acorns + CNBC  "Texas was the most moved to state in 2020 after Florida — here’s what it costs to live there"

Acorns + CNBC "Your IRS tax refund might be delayed: Here’s how the headlines could affect your money"

Joseph Valdez Photo

Joseph Valdez

Financial Advisor
Karina Karazhbey Photo Karina Karazhbey Hover Photo
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Karina Karazhbey

Director of Financial Planning

Karina Karazhbey

Director of Financial Planning

Email: karina@druckerwealth.com


I work with our Wealth Builder clientele to build out their Financial Life Plans. Alongside our advisory team, I will guide you through our carefully designed planning process. This includes everything from inputting data into your personal Financial Portal so we can start building out your plan to linking outside accounts to help you view your entire financial world in one place. I will check in with you at various points along the way to ensure you are getting the most value of our Financial Life Planning process!  

Connect with me on LinkedIn


Eric Snyder Photo Eric Snyder Hover Photo
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Eric Snyder

Client Onboarding Manager

Eric Snyder

OPERATIONS Manager

o: 646-432-7868
eric@druckerwealth.com

As the Operations Manager here at Drucker Wealth I play a vital role to ensure our Investment New Business is completed in a timely and accurate manner. To say I deal with a lot of paperwork is an understatement, but that is what assists our team in ensuring our clients have a seamless process when opening their investment accounts. 

From the moment you complete your Financial Life Plan and become a Drucker Wealth investing client, I’ll oversee your transition and ensure it is seamless.

I started my career in the financial industry in 2010 and knew it was the industry for me when I realized how much of an impact financial planning would have on our clients lives. I thoroughly enjoy seeing people get excited about their financial future and if there is anything I can do to make that experience greater for someone, I’m in 100%! 

I’m an avid sports fan and huge Michael Jordan fan. Michael Jordan once said, “Some people want it to happen, some wish it could happen, others make it happen” and that’s the motto I ride with every single day. 

I’m also big on family, surrounded by mostly females including 3 sisters and 3 nieces who I love to the moon and back and enjoy spending lots of time with. I’m a big animal lover! I got my “pandemic puppy” in April of 2021 and she’s a beautiful English Cream Golden Retriever name Miley. Although I wasn’t prepared for all of that hair around the house, she is a gem and brightens every day!

 

Let's connect! View my LinkedIn profile.

Hunter Gimbel Photo

Hunter Gimbel

Managing Partner, Protection & Estate Planning
Bridget Farrington Photo Bridget Farrington Hover Photo
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Bridget Farrington

Director of Client Education

Bridget Farrington

Director of Client Education

"Director of Wow"


P: (646) 432-7873     
Email: bridget@druckerwealth.com

As the "Director of Wow" at Drucker Wealth I have a hand in helping our clients get the most value out of their relationship with our firm. 

Before you even have your first Right Fit call with our team, I am at work behind the scenes to provide you with opportunities to further educate yourself about our Financial Life Planning process.

Once you complete your Financial Life Plan® and choose to come on board as an ongoing Investment Client, I will be there to help you gain online access to your accounts! So if (and when!) you get locked out of your account or need help viewing your statements, I am your person!

I started my career in financial services in 2014 and immediately fell in love with the the work I was doing - helping people connect with advisors who can positively impact the course of their financial life.

I know financial planning can seem overly complicated and even scary at times, especially with of all the jargon and formalities often involved with meeting an advisor. 

But what I quickly realized was... it does not need to be that way! Financial planning can be fun and empowering when you have the right team of people to support you. 

As the Director of Wow at Drucker Wealth I continue on my mission to connect our incredible team with HENRYs and hard working young professionals who need financial guidance. 

When I am not planning our next client event or adding a new vlog to our website you can find me hanging out with my dachshund Ella, making one of Tieghan Gerard's Half Baked Harvest recipes or virtually working out with one of my favorite Peloton instructors!

Connect with me on LinkedIn!


Giselle Arnez, RICP® Photo Giselle Arnez, RICP® Hover Photo
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Giselle Arnez, RICP®

Client Service Manager

Giselle Arnez, RICP®

Client Service Manager

Retirement Income Certified Planner®
"RMD Queen"


Phone: (212) 681-0640
Email: Giselle@druckerwealth.com

As the Client Service Manager, I help clients seamlessly complete the paperwork necessary to secure them the right protection for their Financial Life Plan®. I also help clients receive their required minimum distributions, process requests and offer whatever help is needed to keep our team working like a well-oiled machine!

Eric Schwartz Photo Eric Schwartz Hover Photo
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Eric Schwartz

Client Service Manager

Eric Schwartz

Client Service Manager 


P: 646-432-7881
Email: ericb@druckerwealth.com

Eric is serving as the firm’s Client Service Manager. He is a graduate from the University of Delaware and received a double major in Finance and Financial Planning. Eric holds his life/health, Series 7 (General Securities Representative) and his 66 (Uniform Combined State Law) licenses.

His favorite part about working in this career field is the opportunity to educate clients on the importance of having a great Financial Life Plan®.

His biggest takeaway from his studies at the University is that it is never too early to start saving for retirement. Eric was born in Poughkeepsie NY and is an avid sports fan. His favorite teams are the NY Yankees, Indianapolis Colts, and Las Vegas Golden Knights.

On the weekends Eric can be found exploring his new home in NYC, volunteering at an animal shelter, attending sports games, or improving his skills on the golf course.

Connect with me on LinkedIn!

Eric Iacob Photo

Eric Iacob

Client Service & Marketing Assistant
Zena & Zoe Drucker Photo Zena & Zoe Drucker Hover Photo
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Zena & Zoe Drucker

Director of Mess Development, Chief Barketing Officer

Zena and Zoe Drucker

Director of Mess Development, Chief Barketing Officer

Zena and Zoe were rescued by Lance Drucker and hired by Drucker Wealth because well, they’re part of the family and, after all, this is a family business. Zena serves as our team’s Director of Mess Development. Her most recent project, but maybe not her proudest moment, includes shredding an entire roll of toilet paper to pieces. Zoe serves as Zena’s direct counterpart as the Chief Barketing Officer. While she wasn’t exactly assigned this responsibility, Zoe has taken it upon herself to bark and alert Zena when the boss is nearby. 

The pair enjoy going for long runs through the woods in New Jersey, trying exotic human foods (like an entire cantaloupe) and keeping morale high around the office so the Drucker team can provide an exceptional client experience to everyone who walks through the door.


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