Broker Check

Our Team

Jeffrey M. Trugman, CFP® CASL, ChFC®

Managing Partner

(516) 762-7602

jtrugman@attitudefinancial.com

Jeffrey M. Trugman, CFP® CASL, ChFC® entered the financial industry in 1992 and is one of the founders of Attitude Financial Advisors. He has since developed an expertise in comprehensive financial planning. He is responsible...

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David Choit, LUTCF

Managing Partner

(516) 762-7601

dchoit@attitudefinancial.com

David Choit, LUTCF is actively involved in managing client relationships and is one of the founders of Attitude Financial Advisors. In addition to providing proactive client service, David is engaged in the process of developing...

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Bryan Trugman, CFP®

Managing Partner

(516) 762-7603

btrugman@attitudefinancial.com

Bryan is a dedicated and motivated Certified Financial PlannerTM Practitioner with more than ten years’ experience. He enthusiastically followed in his father’s footsteps and eventually co-founded...

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Alex Salem

Paraplanner

asalem@attitudefinancial.com

Alex joins us as the newest member of our team. As the firm paraplanner, he supports all the advisors in their day to day activities, along with helping maintain strong client relationships. He joins us after working in operations at a...

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Jill Werman

Client Relationship Coordinator

(516) 762-7600

clientservices@attitudefinancial.com

Jill Werman joined Attitude Financial in 2018 serving as a Client Relationship Coordinator. Jill facilitates client correspondence and service requests along with being a client service liaison. She is essential in maintaining the...
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