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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 an established Employee Benefit, Estate Planning, and Retirement Planning practice. He currently heads Heritage Benefit Solutions providing employers with individualized 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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Jennifer oversees the daily business operations and administration to ensure the organization meets its objectives and provides our clients with exceptional service. She is the primary liaison for clients, advisors and synergistic partners.
Jennifer began her career in 1997 as a Branch Service Associate with UBS Financial Services (formerly PaineWebber). In her 17 years with the company, she held various senior leadership and management roles within the operations and service departments. Prior to joining Heritage Strategies LLC as their Chief Operating Officer in 2021, Jennifer was the Complex Business Service Officer for the Western Long Island Complex of Morgan Stanley.
Jennifer holds various licenses which include Life, Accident & Health Insurance, General Securities Representative (Series 7), General Securities Sales Supervisor (Series 9 & Series 10), Investment Advisor Representative (Series 66) and National Commodity Futures (Series 3) securities registrations.
Mr. McMahon oversees the analysis of estate and business planning documents. His task is to condense such information to its simplest form in order to produce and update client Flow Diagrams. His primary focus is reviewing clients’ Last Wills and Testaments, Trusts, Business Agreements and other documents to help ensure that the same are consistent with clients’ objectives and to identify potential planning gaps and opportunities.
Following the completion of the initial Flow Diagram, Mr. McMahon continues to monitor the efficacy of the documents with respect to new developments in clients’ lives, gift tax legislation and estate tax legislation.
Mr. McMahon began his professional career at Heritage Strategies in 2009 and is a graduate of Loyola University’s Sellinger School of Business, where he earned his Bachelors degree in Business Administration with an academic concentration in economics.
Mr. McMahon resides in Locust Valley, New York.
Mr. McMahon does not provide tax or legal advice.
Ms. Carnesi Giddens is Director of Underwriting for Heritage Strategies, LLC. Ms. Carnesi Giddens’is responsible for the management and coordination of all aspects of underwriting life insurance through policy delivery. She is the primary liaison with carriers, medical institutions, clients, and their advisors, regarding all medical and financial aspects of the underwriting process. She manages and maintains key relationships with leading underwriters and brokers nationwide.
Ms. Carnesi Giddens first launched her professional career in the life insurance industry in 2002 at Arnone, Lowth, Fanning, Wilson & Rubin and moved onto Heritage Strategies in 2008.
Ms. Carnesi Giddens graduated from Nassau Community College with an associate degree and is a Notary Public.
Ms. Carnesi Giddens resides in Oyster Bay, New York with her husband and two cats. She is the President of the Italian American Club of Oyster Bay, Ladies Auxiliary where she enjoys playing bocce, fundraising, and improving the community.
Heather Fanning Geyer graduated from Fairfield University with a Bachelor’s Degree in Sociology. Upon completion in 2006, Ms. Geyer joined Mr. Fanning Sr. as part of his Client Servicing Team while simultaneously studying for her Masters in Education at Long Island University, Post Campus. After graduating in 2009, she departed Heritage and became an elementary school teacher. In January 2015, Ms. Geyer made the decision to return to Heritage Strategies where she has held multiple roles assisting the team due to her versatility and understanding of the business. Currently she supports the Partners as their Sr. Executive Assistant overseeing the daily operations to assist in providing not only the Partners but also our clients with exceptional service.
Prior to returning to Heritage, Ms. Geyer was the Head Varsity Swim Coach of a prominent High School in Syosset, New York. She was also the Assistant Aquatics Director at Nassau Country Club for over 12 years.
Mr. Halvey joined Heritage in 2008 and is currently the Managing Director of Insurance and Case Design. Mr. Halvey oversees the life insurance and underwriting department whose main objective is to negotiate the most favorable solutions for clients and to analyze/monitor all client life insurance portfolios. Mr. Halvey performs in depth analyses 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 help ensure that client objectives continue to be met.
Mr. Halvey presents analyses to clients and their advisory teams in order to assist clients as they make decisions about their insurance portfolios. Further, he makes presentations to accounting and law firms on topics including (but not limited to) life insurance planning, estate planning and business continuity planning.
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) securities 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 135 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