Meet IBO Alliance | The Relationship Network

Brian J Croutier, CPFA™

Assistant Vice President

Senior Financial Advisor

(631) 361-3240

Nils Bosch and Brian Croutier with Bresnahan Bosch & Associates are experienced Financial Planners and Residential Mortgage Bankers that handle all clients - from families and individual investors to businesses and corporations. Get customized solutions for your needs and visit their website!

Nils Bosch is the Vice President and a Resident Director of the Bresnahan, Bosch & Croutier. Nils launched his career at Merrill as an intern in 2003. He then continued in the financial services industry working in retail banking and brokerage before returning to Merrill Lynch Wealth Management as a Financial Advisor in 2009. Nils works with a select group of high-net-worth individuals, entrepreneurs, and corporate executives in the development and coordination of customized financial strategies. For the individual investor, Nils focuses on investment portfolio construction, retirement/estate planning strategies, and insurance coordination. For the business owner or corporation, Nils provides strategies for short-term cash flow management, lending, and the structuring of retirement plans. With a highly effective business service model, a fundamentally sound investment discipline, and unlimited access to a highly dedicated team of specialists within Merrill Lynch Wealth Management and Bank of America, N.A. banking services, Nils helps to ensure that clients are covered and comfortable in all aspects of their financial life.

Nils resides in & grew up in Rockville Centre with his wife Meaghan & 3 young children. Nils graduated from Towson University in 2004 with a BS in Business Administration and a concentration in Finance. He spends his free time playing golf & traveling with his family. He has been involved in the youth basketball program at Holy Trinity Church in Rockville Centre as a player & coach over the past few decades.

Brian Croutier is a Senior Financial Advisor. Brian joined The Bresnahan Bosch Group in the fall of 2014. He comes to Merrill Lynch Wealth Management with 20 years of experience in the markets. Brian graduated from Oneonta State University. He then took a position with ED&F Man in Manhattan where he spent the next 20 years working as a loyal employee in their commodities trading units. He worked his way up from a trading clerk position to Head Broker/Trader in their Heating Oil operation. He brings a wealth of trading knowledge and is highly skilled in servicing clients' many needs and goals.

Following his career downtown, Brian owned and operated a small business. Realizing his passion was in working with others to attain their goals and his love of the financial markets, Brian excitedly returned to a career with Merrill.

He believes his experience as a former trader and business owner will be invaluable in assisting both families and business owners to achieve their financial goals. Working closely with the highly dedicated professionals of Merrill Lynch Wealth Management will allow Brian to bring clients the type of value and service that today’s investors seek.

Brian was born and raised in Rockville Centre, NY where he still resides today with his wife Judi, and two children Kerri and Sean. He enjoys spending time with his family and coaching youth sports, as well as golf, history, and music. Brian is a board member of The Friends of Mercy Hospital and works with various charity organizations on Long Island, most notably the Developmental Disabilities Institute (DDI).

2. William Anthony, Jr. | Insurance Property & Casualty

LinkedIn Portfolio

(516) 559-3322

William S. Anthony Jr. of R&W Brokerage Inc. is an Independent Insurance Agent. He specializes in Commercial and Personal Lines. His main focus is educating clients on what they need and then molding a program around those needs.

R&W Brokerage provides insurance for individuals, families, and business owners. William, as a reliable insurance agent, will provide you with a customized insurance program to help you navigate the unique risks you face as an individual or a business entity. William Anthony aims to be your trusted advisor in all areas of your life that are touched by insurance.

3. Gerald (Jerry) Logan | Insurance Health

(516) 780-5490

Jerry Logan is an Independent Licensed Small Business Health Insurance Broker/Benefits Specialist. Being independent, Jerry can present clients with a wide array of coverage options and pricing from numerous carriers to best suit their employees' needs. Brokers for small business health insurance help answer your questions about group health coverage. Jerry can also help educate you about the most optimal options available for your small business. As a health insurance broker, Jerry serves as your intermediary with health insurers. This helps you match with a health insurance plan that is best suited for your needs. Jerry will help you shop around and explore all available options for group coverage on your small business.

4. Kevin Leatherman | Real Estate Broker | Leatherman Homes

Direct Business Line/Text: (516) 362-1828 | Cell: (516) 984-1815

Kevin was raised in Commack, attended grades K-12 and graduated from Hofstra University with a Bachelor of Business Administration Degree in Banking & Finance. While having a successful career selling & trading Foreign Exchange for top Wall Street firms, he pursued his true passion by attending a real estate broker licensing course at New York University. Upon receiving his real estate broker’s license, Kevin opened his real estate agency. Shortly afterward, business flourished, and he was able to resign from his full-time position on Wall Street.

Kevin's education and work experience in the financial markets have afforded him the expertise to assess the current market value and understand its fluctuations. It is by exacting these keen skills that he is proficient at pricing strategies thereby getting his clients the best attainable price in the shortest time with the least inconvenience.

Being a lifelong resident of Long Island, Kevin is well-versed and confident in brokering deals with buyers and sellers in Nassau County from the Gold Coast Communities of the North Shore to the South Shore Communities fronting the Atlantic Ocean and also offers a unique familiarity with Western Suffolk County, and Eastern Queens.

In summary, Kevin is a well well-respected real estate professional with years of local expert experience, savvy negotiation skills, immense referral resources, and frequent effective communication which are essential ingredients for facilitating a smooth transaction that is tailored to the client’s specific needs.

5. Brandon Phillips | Printing & Marketing

Brandon Phillips is a UPS Store franchise owner. The UPS Store is a trusted place for your mailing, printing, and other office needs. Contact them or pay them a visit if you need their services and they will get the work done for you.

The UPS Store #5341

(718) 977-0050

Top Store in New York- Brandon Phillips

229-19 Merrick Blvd., Laurelton, NY 11413

6. Tony Busse | Event Entertainment

(631) 336-4534

Tony Busse's "21" for Fun is the Casino Entertainment company that brings Fun and Excitement to any event. Home Parties, Corporate Events, Charity Fundraisers, Trade-shows, and more... for over 21 years "21" for Fun has gotten the crowd going and made each event one to remember.

I am Tony Busse from "21" for Fun. We are a full-service Casino Entertainment company that adds Fun and Excitement to any event. We are great at Private Parties, Corporate Events and are great at helping Fundraisers earn more money. We are a local company that loves to entertain and also loves being on Long Island with all the wonderful things it has to offer.

7. Kathleen Caputo | NonProfit Minister

(917) 940-3306

[email protected]

Kathleen Caputo is an author, minister, and speaker. She provides positive resources to children and families facing crises and serious illnesses. Learn more about her from their website.

Kathleen Caputo, Hado Bear Inc, and Source of Guidance Inc. provide positive and life-affirming resources to children and families, especially those facing crisis and serious illness. They accomplish this through their books, toys, workshops, and videos that are excellent for schools, children’s organizations, and medical facilities.

Source of Guidance is a nonprofit organization whose mission is to provide, mindful, positive, and life-affirming resources to help children and their families better respond to life’s challenges including those facing crisis and serious illness.

To bring this message to both children and parents, Kathleen has created Hado Bear, a delightful polar bear that exists as a stuffed plush toy, an illustrated character in a series of read-aloud children’s books, and an animated plush toy bear on video.

8. Peter Kenny | Commercial Banking

(516) 391-7638

Peter Kenny sources and manages business banking relationships with M&T Bank for business entities ranging from start-ups to entities with annual revenues of up to $20mm. He provides traditional and SBA financing for term loans, lines of credit, acquisition financing, financing for the purchase of both investment and owner-occupied commercial property, construction to permanent financing, CIRA financing, as well as provide for deposit relationships for business entities seeking operating accounts and online/mobile banking platforms.

9. Aaron Fine | Legal Personal Injury

(516) 742-9200

Aaron Fine is a lawyer of Edelman, Krasin & Jaye that specializes in legal personal injury. He graduated from St. John’s University School of Law in 2018 where he was an active member in various student organizations including as a member of the Dispute Resolution Society and serving as Co-President of the Jewish Law Student Association.Mr. Fine has been practicing in the area of personal injury from the inception of his career. He handles all aspects of cases from intake to trial. Mr. Fine is an experienced litigator, negotiator, motion practitioner, appellate practitioner, and trial attorney.With ties to all Five Boroughs, Long Island, Upstate New York, and the greater Tri-State Area, Mr. Fine values community above nothing else translating to resolute dedication to his clients and achieving the best results.

10. Cindy Raskin Rocco | Legal Estates & Trusts

(516) 517-2262

Cindy Raskin Rocco understands the realities of getting older. Nonetheless, to mark a milestone birthday she celebrated by enrolling in law school. “It was something I always wanted to achieve and I didn’t want to look back on my life with any regrets.” She advises her clients to do the same when approaching their estate planning. “Take action now, so you don’t look back and wish you could change the way the story was written.”

Over a decade after launching her new career, Cindy’s “no regrets” policy inspired her to establish her own law practice, concentrating on elder law and special needs, estate planning and asset protection, estate administration, Medicaid planning, and Articles 81 and 17-A Guardianships. A trusted attorney, Cindy works hard on behalf of her clients to provide them with information in order to make the best decisions specifically tailored to their needs, whether it is for an estate plan or to provide long-term care for a loved one.

Cindy graduated cum laude from Touro College, Jacob D. Fuchsberg Law Center. She is a member of the New York State, Nassau County, and Suffolk County Bar Associations, and the Nassau County Estate Planning Council. She has served as a Part 36 appointee as Court Evaluator, Counsel for Alleged Incapacitated Persons and Supplemental Needs Trustee, as well as Court, appointed Guardian ad Litem in Nassau and Suffolk County Surrogate’s Court proceedings. She currently serves as co-chair of the Suffolk County Elder Law Committee and has lectured on trusts, estates, and elder law topics for the Suffolk County Bar Association’s Elder Law Committee and various community groups.

Cindy lives on Long Island with her husband and two rescue dogs. In addition to the practice of law, Cindy enjoys reading, traveling, and spending time with her children, grandchildren, and extended family.

11. Anthony Russo | Legal Real Estate

(516) 746-7371

As a seasoned and focused real estate attorney, Anthony has an excellent understanding of the local markets and how important it is to get contracts prepared properly and signed quickly. He has considerable practical legal experience in real estate law, specializing in purchasing and selling residential and commercial properties, as well as refinance and consolidation transactions. Anthony has expertise in cooperatives and condominiums, and drafts and negotiates both small and large leases, especially negotiating leases on behalf of commercial tenants. He is also a bank attorney who represents the interests of various banks and lending institutions in both residential and commercial transactions.

Combining extensive legal and real estate experience has allowed him to service his clients more completely. Anthony can fully comprehend the legal implications, as well as the real-world challenges and pragmatic decisions that face today’s real estate transactions.

Real estate is fast-moving, and you need an attorney that can not only keep up but stay ahead of the action. When you work with Anthony, you can trust that he will be there for you from the beginning of the contract through the closing of the transaction, and even thereafter. He has an office in Garden City, and satellite locations in Queens, Manhattan, Huntington, Islandia, and Patchogue and he is available to my clients 24/7. If you need a contract signed at night or over the weekend, Anthony is the right attorney for you. He will text you instant updates on your deal and keep you fully informed, so you never have to chase information.

Whatever the case, Anthony treats my clients how he would want to be treated – with the utmost care, respect, professionalism, and excellence.

12. Tanya Lee Behnke, CPA | Accounting

(516) 536-0300

Tanya Behnke is a certified public accountant and principal at Kofler & Company, CPA’s P.C. We are an accounting firm that is dedicated to providing our clients with traditional accounting, audit, and tax preparation services, as well as management advisory and consulting. We assist our clients with a variety of services including financial statement reporting, compilations, reviews, audits, tax planning and preparation, estate and retirement planning, and general accounting services. From our start in 1898 and through the generations that have followed, we have maintained a focus on providing our clients with personal, high-quality service and outstanding value, becoming a valued member of their advisory team.

13. John Biondo | Legal Family

(516) 226-222, Ext 23

John Biondo is a Partner at Stempel, Catterson, LoFrumento, Carlson, Biondo, LLP. John has exclusively practiced matrimonial law since his admission to the Bar in 2006, devoting his professional career to tirelessly working on behalf of his clients and navigating them through a tumultuous time in their life. He has skillfully handled all aspects of matrimonial and family law including, but not limited to, divorce, custody, parental access, support, equitable distribution, business valuations, modifications and enforcement issues, and the negotiation and preparation of separation agreements and stipulations of settlement.

John has represented, and assisted in the representation of, high-net-worth clients, addressing complex business valuations and marital estates. John has expertly negotiated and crafted comprehensive, detailed, and complex settlement agreements.

John has assisted in the preparation of course materials for numerous lectures regarding matrimonial and family law for the New York State Bar Associations, Nassau Academy of Law, Suffolk Academy of Law, Nassau County Bar Association, the New York Judicial Institute, and the New York Family Law American Inn of Court. John has also lectured for the New York Bar Association and American Inn of Court on matters of matrimonial and family law, as well as professional ethics.

14. Susan Gatti | Business Consultant