OUR TEAM
Greg Mosick, CFP®
Greg Mosick earned the Certified Financial Planner ™ professional destination, after having earned his B.S. in Economics and Business Administration from Stony Brook University, and is a holder of several registrations and licenses in the securities and annuities sector.
With over 20 years a financial advisor, Greg has been recognized for his outstanding achievements with
distinguished honors, including the coveted Order of Excalibur Award, Bronze Eagle, Masters Council,
along with multiple Circle of Excellence and Hallmark achievements from his broker-dealer, Equitable Advisors, just to name a few. As a managing partner and founding member of Next Level Planning – one of the premier private client firms working in alliance with Equitable Advisors.
Gregory Mosick strives to elevate the industry standard for client-advisor relations with a bespoke
financial planning approach. When not in the office he spends a lot of his time with his wife and kids.
Greg is also a very active member in many exotic car clubs throughout the tri-state area and you can find
him in the gym just about every morning.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
CA Insurance Lic. #0E83774
Greg Mosick, CFP®
CERTIFIED FINANCIAL PLANNER ™ PROFESSIONAL
Greg Mosick earned the Certified Financial Planner ™ professional destination,…
Kadeem Brown
Kadeem Brown is a 2014 Penn State Graduate with a degree in Management. He takes a holistic approach by helping families and businesses break down their big financial decisions into small manageable steps. By helping his clients become more informed and empowered, they can take the small steps necessary to accomplish their financial goals.
Kadeem is also a huge advocate of financial literacy and spends much time in schools around the city, teaching high school children the necessary money skills they need in life.
Kadeem Brown does not offer investment advisory products and services.
Kadeem Brown
FINANCIAL PROFESSIONAL
Kadeem Brown is a 2014 Penn State Graduate with a…
Andrew Krauss
Andrew brings experience, leadership, and technical skills to the team. Andrew is passionate about creating comprehensive and individualized strategies for his clients. By prioritizing goals, time horizon, and risk tolerance, he has been able to help his clients build wealth, protect their families and plan for retirement.
Andrew currently resides in Babylon Village, NY with his wife Nikki, their daughter Mila, and their dog Cobie. In his free time, he likes to play basketball, football, and softball.
CA Insurance Lic. #4202236
Andrew Krauss
FINANCIAL PROFESSIONAL
Andrew brings experience, leadership, and technical skills to the team….
Alvin Enahoro
Alvin Enahoro
FINANCIAL PROFESSIONAL
Alvin Enahoro, an experienced Financial Advisor, has focused his practice…
Phillip Crawford
Phillip Crawford, an experienced financial advisor who provides financial strategies for wealth accumulation, wealth preservation, and estate planning. His primary goals are to help assist high net worth individuals, top professionals, and business owners achieve their financial goals. Along with his team, Phillip focuses on wealth management and asset protection strategies. He is a graduate of SUNY Old Westbury where he earned a degree in accounting/finance.
Phillip’s goal is to help as many individuals as possible in their quest to attain financial freedom. With his main office located in Houston and being licensed (Series 7 and 66 registrations) and registered in various states throughout the country, Phillip can provide his clients with high-quality concierge service while building relationships that last a lifetime. Outside of work, Phillip is very book savvy and loves to spend time with his family. He also is well versed in other areas of financial literacy to give the best service to his clients.
Phillip Crawford
FINANCIAL PROFESSIONAL
Phillip Crawford, an experienced financial advisor who provides financial strategies…
Devon Pinto
Our very own “jack of all trades” is our Executive Assistant, Devon Pinto. From facilitating and resolving client requests to processing new applications, Devon handles a little bit of everything. Devon has an eye for detail and exceptional organizational skills, helping everything at the office run smoothly.
Prior to joining Next Level Planning in 2021, Devon graduated from St. John’s University with a Bachelor of Science in risk management and insurance with concentrations in quantitative risk and insurance. She also holds her Life, Accident, and Health licenses, and Series 7 and Series 66 FINRA Registrations.
Outside of the office, Devon is an All-Star Cheerleading coach at the same place she cheered when she was younger. She also enjoys spending time with her two dogs and four cats.
Devon Pinto is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and provides administrative support services only.
Devon Pinto
Executive Assistant
Our very own “jack of all trades” is our Executive…
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