About Jeff

Jeff Weiner, President

Having many years of experience in the financial services industry, Jeff Weiner was previously employed with Phoenix Life Insurance Company. Jeff was recognized as one of the firm’s top financial representatives, receiving the firm’s Rookie of the Year Award in his first year (1982). He was a President’s Club qualifier 18 times, was a two-time recipient of the Centurion Award (1995 & 1996), and was a recipient of both the Steven Berger Award (1995) and the Laurel Wreath Award (1986). In addition, Jeff is a Qualifying Member of the Million Dollar Round Table.

Jeff brings extensive knowledge and experience to all areas of financial services, specializing in Life, Health, Long Term Care and Disability Income Insurance.

Jeff donates his time to many charities and fundraisers including: The Pink Tie Foundation, We Care Inc., Stupid Cancer, Sunrise Association, The Lee and Aidan McMahon Family Foundation, Variety Children’s Learning Center and Leukemia and Lymphoma Society where he was the 2017 Long Island Man of the Year.

In 2008, Jeff founded the Roundtable Networking Group, which now boasts over 250 member companies. The group features many of the largest and fastest growing companies and executives on Long Island.


Jeff holds a Bachelor of Arts degree in Political Science from SUNY-Albany and a Paralegal Certificate in Benefits and Pensions from Adelphi University. 

An avid golfer, Jeff resides in Plainview, NY, with his wife, Helene and daughters, Megan and Kelsey.



  • Since 2008, Founder of Roundtable Networking Group going on 250 member companies.
  • Focusing on Life, Health, and Financial Management Strategies for businesses and individuals
  • Over 35 Years Financial Services Experience
  • Member of National Association of Life Underwriters
  • Long Island Business News-50 around 50 award in both 2009 and 2013 (for LI business leaders)