“My ultimate reward is helping people achieve their ideal quality of life.”
Jeff Trugman is one of the founding members of Attitude Financial Advisors. A Certified Financial Planner™ practitioner, he is compassionate about guiding people to a better understanding of how their own behaviors and attitudes directly impact their personal financial outcome.
Jeff’s journey to the financial world began in the early 90s as he transitioned into a new career that had a positive impact on him and his family. As the journey continued, he and his partners started their own firm dedicated to helping clients live a satisfied and inspired life. He was personally overjoyed when his son, Bryan, following in his footsteps and joined the team.
Jeff earned a business degree from Baruch College of the City University of New York. He attained his CFP® certification in 1999.
Jeff lives in Plainview with his wife, Gail, is an active member in the Plainview-Old Bethpage Chamber of Commerce, and a board member at the vibrant Mid-Island Y Jewish Community Center. They have three grown children and three grandchildren. Jeff enjoys traveling, photography, golfing, and outdoor grilling on the BBQ for family and friends.
“I co-founded Attitude Financial Advisors because of a passion to serve clients in a manner that would be memorable.”
David is one of the founders of Attitude Financial Advisors and is always looking to implement new ideas that enhance the overall client experience. He takes pride in providing financial guidance that helps his clients meet their unique aspirations. David takes a leadership role in partnering with a team of professionals creating financial planning strategies to meet client expectations. He is devoted to helping his clients make prudent financial decisions that result in living a lifestyle they envision for themselves.
David entered the financial industry in 2010 and brings with him extensive business experience. As a result of his unique management skills and business acumen, he’s able to provide further value in helping business clients identify and implement appropriate employee benefit/retirement plans that help achieve their intended business objectives. David also works with baby boomers in developing customized income planning strategies to help meet short and long term financial needs as they transition out of the work force.
David graduated from Baruch College of the City University of New York with a Bachelor of Business Administration degree. He participated in several senior executive leadership seminars at the Hartford Graduate Center and is a former graduate assistant for Dale Carnegie. He holds the LUTCF® (Life Underwriter Training Council Fellow) designation.
David is an active member in both the Melville and Huntington Chambers of Commerce. He resides in Dix Hills with his wife, Marion. They have two married children. He and his wife enjoy traveling the world and have experienced many different cultures. David has always been passionate about music, plays guitar, and enjoys going to concerts as often as possible.
“Helping people achieve a better quality of life through effective financial planning is my greatest reward.”
Bryan is a dedicated and motivated Certified Financial Planner™ practitioner with more than 10 years of experience. He enthusiastically followed in his father’s footsteps and co-founded Attitude Financial Advisors. Bryan plays a key role in the firm’s continued evolution.
Bryan helps guide young professionals and baby boomers to achieve their financial goals. His range of expertise allows him to address needs of new parents seeking to realign their finances, assist divorced individuals presented with an unforeseen fork in the road, and help those seeking to accrue a dependable retirement nest egg. Bryan prides himself on being a good listener, getting to know clients, and learning about what is important to them.
Bryan earned a Bachelor of Science degree in industrial and systems engineering with a minor in mathematics at State University of New York at Binghamton.
Bryan has served on the board of the Financial Planning Association and continues to be actively involved in the national organization. He is also a member of the Plainview-Old Bethpage Chamber of Commerce, for which he has served as a Vice President and board member.
In addition to taking the lead with clients, Bryan enjoys taking the lead on the ballroom dance floor. Partnering outdoors, he can be spotted engaging in a fast-paced game of doubles on the tennis court. He resides on the east side of midtown Manhattan.
“I always strive to deliver a very personalized planning process, so our clients can achieve more meaningful results.”
As the firm paraplanner, Alex supports all the advisors in their day-to-day activities, and helps maintain strong client relationships. He joined us after working in an operations role at a financial services firm and having a strong desire to work more directly with clients.
Alex has long-term aspirations to become a financial advisor. He graduated from St. John’s University with a Bachelor of Science degree in finance, and is fluent in Spanish. As an avid sports fan, Alex can regularly be seen attending his alma mater’s basketball games and enjoying baseball at Yankee Stadium.
When he isn’t spending time watching his favorite teams, he can be seen enjoying an excellent movie or having dinner with friends.
“I take pride in keeping our clients front and center in all that I do, so they feel confident and comfortable when engaging with our firm.”
Client Relationship Coordinator
Jill Werman joined Attitude Financial Advisors in 2018 as Client Relationship Coordinator. Jill facilitates service requests and attends to client needs and correspondence. She is essential in maintaining our client service model and delivering an exceptional client experience.
Jill is a seasoned marketing and media professional with a proven track record of providing advertising sales, marketing, and management teams with customer/industry insights leading to increased sales success and profitability. She has extensive research experience in magazine publishing covering multiple publications/brands and a wide range of categories.
Jill is a graduate of the State University of New York College at Cortland with a Bachelor of Arts degree in sociology and a minor in management. Jill was born in Brooklyn, grew up in Queens, and has lived in Plainview for over 20 years with her husband, Gary, and two children, Rachel and Amanda. Jill enjoys spending time with her family and friends, traveling and attending a good Broadway show.