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John Litke
(Sr. Vice President)
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Alexis has worked in the medical insurance field for over 5 years and joined the Heritage Benefit Solutions Group Medical team in 2021 as Benefits Coordinator. Alexis is an integral member of the team as she assists in all aspects of the business. She communicates with clients and provides support to their Human Resources contacts throughout their plan year on various issues including compliance.
Alexis holds a bachelor’s degree in public health and has dedicated her time to volunteer in both Africa and Australia on public health delegations. In her spare time, she enjoys being outdoors and spending time with her friends, family, and pets.
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Coleen has worked in the financial services industry since 1989. She is an active member of the National Association of Health Underwriters (NAHU) and has earned the Registered Employee Benefit Consultant (REBC) designation.
She consults and guides employers to design and implement benefit programs that match the needs of both the employer and employee. Coleen specializes in creating these unique benefit programs by utilizing HRA’s, HSA’s, multiple plan contribution concepts, etc. In addition, she supports the Human Resource contact within each organization providing guidance on various issues including compliance.
In her personal time, Coleen enjoys gardening and spending time with friends and family. She has two grown daughters and lives in Port Jefferson with her husband.
Marc entered the insurance industry in 1984 and since then has built a successful Employee Benefit, Estate Planning, and Retirement Planning practice. He currently heads Heritage Benefit Solutions providing employers with unique and creative solutions for managing employee benefits.
He holds the designations of Chartered Life Underwriter (CLU) and a Registered Health Underwriter (RHU) and is an active member National Association of Health Underwriters (NAHU).
Everyone's individual and business needs vary greatly. Marc specializes in creating innovative solutions to complex issues and in aligning the appropriate product mix for the given set of circumstances that each client, business or personal, faces.
Outside of the business, Marc is an avid golfer, enjoys traveling and spending time with his family and friends. He lives in Centerport with his wife and two children and donates his time to the Society of Saint Vincent DePaul among other charities.
CA Insurance License #0D14640
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Christopher joined Heritage in 2008 and is currently the Managing Director of Insurance and Case Design. Mr. Halvey oversees the entire team responsible for analyzing and monitoring all client life insurance portfolios. Christopher performs in depth analysis that include advanced planning techniques and the sophisticated use and design of life insurance.
Mr. Halvey monitors ongoing life insurance industry developments and closely examines the financial stability of underlying companies (i.e. dividend and financial analysis). In addition, he monitors changes in tax laws and other legislation to ensure that client objectives continue to be met.
Mr. Halvey earned his bachelor’s degree from Stony Brook University with a double major in Economics and Business Management, and a concentration in Finance.
Mr. Halvey holds his CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations.
Thomas joined Heritage Strategies LLC in 2011 as an Associate and eventually was named Partner in 2016. Mr. Fanning’s focus is on Estate, Business, Charitable and Life Insurance Planning for affluent families. His active roles include those from new business development to all facets of structuring and ongoing management of the Planning process for clients. In addition, Mr. Fanning works closely with the Partners at Heritage to formulate and execute the firm’s long-term vision to ensure its clients continue to receive an unparalleled experience.
Prior to joining Heritage Strategies LLC, Mr. Fanning launched his professional career as a Financial Advisor with UBS Financial Services, Inc. During his time at UBS Financial Services, Inc. Mr. Fanning provided financial and wealth management advice and services.
Mr. Fanning graduated from Fairfield University, Dolan School of Business with a bachelor’s degree in Finance with a concentration in Economics. Mr. Fanning holds various licenses which include Life, Accident & Health Insurance, Variable Life Insurance & Annuities, Property & Casualty Insurance, and General Securities Representative (Series 7) and Investment Advisor Representative (Series 66) registrations.
Mr. Fanning originally founded Heritage Strategies in 2009 and is recognized as an industry leader in the field of estate, business succession and life insurance planning for the ultra-affluent with over 35 years of experience
Mr. Fanning began his career within the I.F.D. division of CIGNA, a $60 billion financial services leader. Recognizing that his high net worth clientele desired more sophisticated and focused planning, Mr. Fanning partnered with two former CIGNA colleagues in 1990 and established one of the top national life insurance brokerage firms in the country representing some of America's most prominent families.
In 2002, Mr. Fanning's former partnership was acquired by National Financial Partners (NFP), a NYSE listed company, where he remained as President until reacquiring his practice and establishing Heritage Strategies LLC in 2009. Subsequently, Heritage Strategies LLC became one of over 140 member firms of M Financial Group (www.mfin.com). M Financial Group is one of the nation’s leading financial service institutions owning their own reinsurance company while simultaneously partnering with top carriers in the life insurance industry.
CA Insurance License 0F59294