Broker Check

Our Team

Jeffrey M. Trugman, CFP® CASL, ChFC®

Managing Partner

(516) 762-7602

[email protected]

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

[email protected]

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

[email protected]

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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Jill Werman

Client Relationship Coordinator

(516) 762-7600

[email protected]

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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