ipb Team

Jonathan Schoenberg, CFP®

President/CEO

Jonathan Schoenberg is the founder and Managing Director of ipb Financial. From the time he began his career in 2004, Jon has helped hundreds of families and businesses with insurance planning, financial planning, succession and estate planning as well as employee benefits.

As a Certified Financial Planner, Jon works closely with his client's attorneys and CPAs to make sure that their customized plans are designed to meet the unique needs of every family or business that he is helping.

Mr. Schoenberg has qualified for the prestigious Million Dollar Round Table (MDRT) every year since he began his career and has been honored multiple times as the Agent of the Year in New York Life's Manhattan General Office. Due to his outgoing personality and strong work ethic he was handpicked to teach a class to new agents on how to build a succesful financial services practice.

Jon strongly believes in giving back to his community.  ipb Financial is the title sponsor of the Long Island 2 Day "Hope Runs Here" 5k for breast cancer awareness.  He is also a member of BNI Chapter 31, a networking group in Manhattan.

A graduate of Indiana University, Jonathan currently resides in Woodbury, Long Island with his wife Nicole, son Max and daughter Brett.

 

 

Vasantha Toovey

Client Relations Executive / Office Manager

Vasantha “Santa” Toovey has worked in the banking and insurance industry for the past 17 years. Her knowledge and proficiency in the Customer Relationship Management (CRM) process has ensured that every business operation adds value to our customers. She has a friendly and empathetic disposition that people gravitate to, as well as her patience and understanding to guide and assist customers as needed. 

Santa graduated in the top 1% of her class with an Executive MBA and MS in Human Resource Management. For her undergraduate, she graduated in the top 10% of class with BA in Business, Management, and Finance as well as a BS in Philosophy and Law.

The most important aspect of her life is her family, beyond that she is an avid reader and loves food, particularly chocolate cake. So any suggestions on where to find good cake is always welcome.

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