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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 financial planning, wealth management and fiduciary experience, and plenty of wisdom to pass around. Read what our clients are saying about us here!

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®

Chairman

Lance Drucker, ChFC® CLU® AIF® 

“The Supreme Commander”, Speaker, Author,Chairman

Chartered Financial Consultant
Chartered Life Underwriter®
Accredited Investment Fiduciary
P: (212) 681-0460 option 1
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 38 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 soon after graduation. I have since earned my Chartered Financial Consultant (ChFC ® ) designation , Accredited Investment Fiduciary,  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 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.* 

I am a brown belt in Brazilian Jiu Jitsu, married for over 35 years to the same wonderful woman, a father of 2 great kids , an owner of 2 lunatic rescue dogs, and a grandfather of 2 knucklehead grandsons.  The fact that my son Gideon who is now the President of our firm is way smarter than me and has a clear path to help our clients grow for the next 35 years allows me to spend time with my clients, my dogs, and my grandsons knowing the future of our business is in great hands.



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®

President & CEO

Gideon Drucker, CFP®, AIF®, ECA

Certified Financial Planner™

ACCREDITED INVESTMENT FIDUCIARY®
Equity Compensation Associate®


InvestmentNews 40 Under 40


Investopedia Top 100 Financial Advisor 2022 & 2023



Investopedia Advisor Council 2024


forbes council member

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

Women's Choice Award 2023



President & CEO, Drucker Wealth


Phone: (212) 681-0460 ext. 104
Email:gideon@druckerwealth.com
Instagram: @DruckerWealth
Calendar: Book a call with Gideon

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 mid-career professionals looking to take a more proactive approach to their financial future.

Gideon is the author of the book, "How To Avoid HENRY Syndrome®" and 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 to InvestmentNews 40 Under 40 class of 2023. He has been recognized by Forbes as a Top Next Gen Advisor, a Top 7 NYC Advisor by Money Under 30, and Top Advisor for millennials by Business Insider. He was named a Top 100 Most Influential Advisor by Investopedia – a list that celebrates financial advisors making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning, and wealth management. Gideon received the Women's Choice Award in 2023. Achieving this award reaffirms the commitment Drucker Wealth has to extraordinary service in addressing the financial needs of women and their families. 

He is a sought after public speaker, presenting his HENRY Syndrome® workshops to hundreds of companies, organizations, and nonprofits with a primary focus in the tech community. Register for an upcoming event here!

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

View Award Disclosures here.

Are You a Mid-Career 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: (212) 681-0460 Option 2
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.

I currently hold a FINRA Series 7 license as well as CfEd, RICP®,  and CFP® designations.

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
Certified Financial Planner™
Accredited Investment Fiduciary®

P: (212) 681-0460 ext. 105
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 14+ 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. You can book a 15 Minute Right Fit Call with me here. 

Connect with me on LinkedIn!

Featured Articles: 

The Wall Street Journal What Is a 529 College Savings Plan?

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

Go Banking Rates: "5 Ways to Build Wealth From a Young Age"

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

Drucker Wealth Blog "Financial Checklist For Women After Divorce"

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

Director of Operations & Chief Compliance Officer

Neisy Arnez, RICP®

Director of OperationS & Chief Compliance Officer
“Solution Specialist”

P: (212) 681-0460 ext. 108
Email: neisy@druckerwealth.com

I serve as our team’s Director of Operations & Chief Compliance Officer, 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. 

I am a Retirement Income Certified Planner® and I currently hold my FINRA Series 7 license.

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


Sarah Ward CFP® AIF® Photo Sarah Ward CFP® AIF® Hover Photo
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Sarah Ward CFP® AIF®

Financial Advisor


Sarah Ward, CFP® AIF®

Financial Advisor

Wealth Builder Division
Certified Financial Planner™

P: (212) 681-0460 option ext. 107
Email: sarah@druckerwealth.com

Sarah has been with Drucker Wealth for over 2 years. After completing her CFP® designation she became the Wealth Builder Division's 3rd full time Lead Financial Advisor. Let's dive into a little Q&A we recently did with Sarah so you can get to know her a bit better. 

Ok, let's start with some background... Who is Sarah Ward? What do you like? Where do you live? etc.

SW: Like Journey said - "Just a small town girl..." I live in a rural area in Southwest Michigan with my husband and two sons. Most of my extended family lives within 30 minutes, and we spend most of our time together. My husband and I raise chickens and rabbits, and love spending time outside. Our boys are 4 and 5, so we spend a lot of time at parks and playgrounds! I love fishing, hunting, gardening, and reading and in the last few years I learned to ride a motorcycle and spend the (short!) summer riding my Harley with my dad when we have a little free time.

What made you want to be a financial advisor? 

SW: I got into the business over seven years ago, initially as an assistant for my late mother-in-law's advisor. I was working in the kitchens at a local casino when my mother-in-law passed away, and had no idea what I was getting into - I just knew I was good with people and the hours were better! Turns out I really loved it - visiting with clients, learning more about them and their families. I was working as a Junior Advisor when I decided to pursue my CFP®️ designation, and it opened my eyes to EVERYTHING that Financial Planning can and should be. I primarily worked with clients that were already in retirement, but I realized I wanted to help people well before that point in their lives, so I decided to make a change. This is exactly what drew me to Drucker Wealth - the Wealth Builder division that is Gideon's passion project. Like the movie Field of Dreams - "If you build it, they will come..."

Now that you're doing it, what's your favorite part of being a Financial Advisor? 

SW: I love it when the client has that "aha moment" - when they sit back in their seat and say "wow, this makes me feel so much better!" - I LIVE for that moment. Whether it's showing them the balance between spending and retirement age, or showing them it's okay to enjoy life a little more now, there's always that one thing for every client that is most important to them, and it's different for everyone! This might be my inner psychology nerd at work (my degree is in Psychology), but it is SO fulfilling.

Connect with me on LinkedIn!




Dru Burns CFP® Photo Dru Burns CFP® Hover Photo

Dru Burns CFP®

Financial Planning Coordinator
Eric Snyder Photo Eric Snyder Hover Photo
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Eric Snyder

Client Onboarding Manager

Eric Snyder

OPERATIONS Manager

o: 212-681-0460 ext. 113
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.

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 ext. 106
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!

Tyler Irving CRPC™ Photo Tyler Irving CRPC™ Hover Photo
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Tyler Irving CRPC™

Operations Associate

Tyler Irving CRPC™

 

Operations Associate


Email: tyler@druckerwealth.com
Phone: 212-681-0460 ext. 111

Tyler brings over three years of experience in the wealth management and financial planning industry to Drucker Wealth and he serves as our operations lead for the Wealth Builder division. Before joining our team, he served as a Financial Paraplanner supporting CFP® advisors and managing a team of planning specialists. 

Tyler holds a Bachelor's Degree in Personal and Family Financial Planning from the University of Arizona, a CFP® Board-approved program. His academic background, combined with hands-on experience, provides him with a strong foundation in financial planning, making him a valuable asset to our team.

Originally from Phoenix, AZ, Tyler has always been deeply involved in his community, particularly through music and youth ministry in Tucson, AZ. His proactive and dedicated approach to his work aligns perfectly with Drucker Wealth's values, and he is excited to contribute to our mission; “To simplify your financial life through a combination of technology & personal hand holding, so that you can enjoy more and worry less.”

Connect with Tyler on LinkedIn!

Hunter Gimbel Photo

Hunter Gimbel

Insurance Partner
Bridget Farrington Photo Bridget Farrington Hover Photo
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Bridget Farrington

Director of Client Education

Bridget Farrington

Director of Client Education



P: (212) 681-0460
Email: bridget@druckerwealth.com

As the Director of Client Education 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!


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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