Elisabeth Neuberg is a financial advisor at Lunin-Pack Planning and Advice, LLC with a Series 65 designation and one year of industry experience. She previously worked at Osaic Wealth, Inc and Woodbury Financial Services, Inc. Lunin-Pack Planning and Advice, LLC provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goals-based investment process combining elements of Modern Portfolio Theory and behavioral finance, utilizing mutual funds, ETFs, TAMP models, and selected independent managers to implement strategic, dynamic, and tax-managed allocations.

Jesse Lunin Pack is a financial advisor with Lunin-Pack Planning and Advice, LLC, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Woodbury Financial Services, Inc. and Kelleher Financial Advisors, LLC. He serves as CEO of Lunin-Pack Financial Group, LLC and is involved in educational consulting through Lunin-Pack Training & Education, LLC. Additionally, he acts as co-executor of an estate, managing related duties. Lunin-Pack Planning and Advice, LLC provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goals-based investment process combining Modern Portfolio Theory and behavioral finance, utilizing mutual funds, ETFs, TAMP models, and independent managers for strategic, dynamic, and tax-managed portfolios.