Our Team

Mitchell Goldberg, AIF®, AAMS

President and CEO

When it comes to working with my clients, my style is to take a consultative approach. Advising clients, in my opinion, is an ongoing process as opposed to a one-shot recommendation. If you were to ask me what’s in a name, I...

Natalie Cantwell

Office Manager and Business Development

631-920-6622

631-920-6624

ncantwell@clientfirststrategy.com

Hello, I’m Natalie Cantwell. I work directly with Mitch at ClientFirst Strategy, Inc., managing business development and the office. Previously I worked in the advertising industry; commuting into New York City for over twenty...

NEXT Financial

NEXT has over 100 employees who are dedicated to serving our needs and our clients’ needs. From trading, compliance, technology, qualified plans, all the way to insurance; we have professionals who handle these matters for us....