Our Team

Eric Baumbach headshot

Eric W. Baumbach, ChFC®, LUTCF, RICP®

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Eric is the founder and principal of Treebrook Financial Group. He has been in the financial service industry since 1997. During this time he has focused on providing comprehensive financial planning with an emphasis on retirement planning and distribution. The areas in which Eric works include strategic retirement income and investment planning, risk management implementation and cash flow management.

Eric holds advanced professional designations as a Chartered Financial Consultant, a Retirement Income Certified Professional and as a Chartered Life Underwriter. His FINRA licenses* include the Series 6, 7, 63 and 66.

From his four years in the United States Navy, Eric brings integrity, honesty and character to the forefront of his organization. Helping his clients manage risks and provide financial security for themselves and their families has been his primary goal.

Over the course of his career, Eric is a consistent Life Time Council Qualifier which is reserved for the top agents in the company. He is also a qualifying member of the Million Dollar Round Table. Eric is a proud member of the National Association of Insurance and Financial Professionals.

Husband to Joanna, a school teacher and father to Alexander and Luke; Eric is a lifelong resident of Long Island. He is very active in his community. Eric is a volunteer baseball coach for the Sayville Little League Association and a basketball coach for the Sayville CYO Basketball League. In addition Eric is a member of the Leukemia & Lymphona Society.

 

 

David T. Benson, ChFC®, RICP®, LUTCF®, LTCP

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Dave is an associate of Treebrook Financial Group and a Registered Investment Adviser with Eagle Strategies, LLC.  Dave has been in the financial services industry since 2000.  His advanced designations include, Chartered Financial Consultant, Retirement Income Certified Professional, Life Underwriter Training Council Fellow and Long Term Care Professional.  His FINRA licenses* include Series 6, 63 and 7.

Through his superior and diligent service, Dave as been recognized as a consistent council qualifier for New York Life and is a member of the Million Dollar Round Table. He is also a long time member of the National Association of Insurance & Financial Advisors.

Dave brings his passion for providing holistic comprehensive financial planning to our team. Dave’s focus on retirement income and distribution planning for both businesses and individuals has allowed him to work with our clients to develop a plan that will fit their lifestyle and meet their financial goals.  Dave prefers to take the team approach, collaborating with other tax, legal and financial advisors to insure that all areas are considered when working to formulate the right course of action for you.  Other areas of interest include wealth accumulation, investment planning, risk management strategies and estate distribution planning.  Dave is also committed to working with special needs children.

Dave lives in Commack with his wife Jeanne and sons William and Brendan.  Dave is active in his community and finds joy as the den leader for pack 403 in Commack, and past two term treasurer for the Kiwanis Club of Sayville.

 

 

Catherine Guida

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As Director of Planning for the firm, Catherine’s organizational, technological and administrative skills assist with our planning processes and our insurance and marketing efforts.

A degree in Accounting, and past experience as a business owner allows her to identify with the concerns of our business clients. Catherine has received her certificate in Paraplanner Development through the American College of Financial Services. She works closely with Eric to support him in the financial planning and the investment advisory division of the company.

Catherine works to understand and serve our clients by getting to know what is important to them and what their goals are. As a licensed Service Assistant she is responsible for managing the underwriting and service process for all clients, and for developing our practice for strong relationship management.

Catherine believes that the service we offer to our clients has a real measurable value and she finds it rewarding to be a part of that.

In her free time, Catherine enjoys tennis, boating and spending time with her family.

Connie Vita

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Connie has been in the financial service industry since 2005, after a short break to take care of her family she returns as the newest member of our firm. As our Client Service Administrator she has the privilege of working directly with our clients on their scheduling, and servicing needs. She is committed to processing requests quickly and professionally.

She is also responsible maintaining our social media and marketing sites.

Connie enjoys spending time with her son and their new puppy Tori, she also enjoys time in her garden.