When Glenn Hechler entered the financial industry in 1996, his goal was to never focus on quantity, but to build quality relationships with his clients and their families. He wanted the ability to spend the time needed with each client to learn about what matters most to them. For over 25 years, Glenn has worked with individuals, families, and businesses creating, managing, and protecting their wealth, while aspiring to provide a level of service that is not always provided in the financial industry.

As a business owner himself, Glenn understands the unique challenges that come with retirement, insurance, and succession planning. He and his team work with business owners of all sizes, from startups to large corporations, to help them navigate through each stage of growth of their company and find the right solutions for their needs.

Glenn lives in Westchester, NY with his wife and three sons and is actively involved in his community. He coaches various sports and currently serves as the Vice President of the Executive Board of Somers Youth Sports. He is also on the Executive Committee of the SMP Foundation, and the board of Community Police Relations Foundation, demonstrating his commitment to philanthropy and community service.

Josh Minotta holds an MBA from Long Island University and brings extensive experience in both operations and the insurance industry. With a proven track record in optimizing processes and delivering client-centered solutions, he leverages his business expertise and insurance knowledge to help individuals and organizations reach their goals.

Throughout her distinguished career, she has built a reputation for her meticulous attention to detail and her ability to handle critical administrative infrastructure. At North Shore, Kathy’s decades of deep industry insight and operational expertiseensure that the core technical and administrative functions are executed flawlessly, keeping the firm agile and positioned for long-term success.