Elisabeth Neuberg is a financial advisor at Lunin-Pack Planning and Advice, LLC with over a decade of industry experience. She previously worked at Woodbury Financial Services, Inc. for 11 years and had short tenures at Osaic Wealth, Inc. and Lunin-Pack Planning and Advice. Neuberg holds a Series 65 designation. Lunin-Pack Planning and Advice provides financial planning, consulting, investment management, and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm uses a goals-based investment process that incorporates traditional and behavioral finance techniques, implementing portfolios primarily through mutual funds and ETFs accessed via TAMP models and independent managers.

Jesse Lunin Pack is a financial advisor with Lunin-Pack Planning and Advice, LLC, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Osaic Wealth, Inc. and Woodbury Financial Services, Inc. In addition to his advisory role, he serves as CEO of Lunin-Pack Financial Group, LLC and is involved in financial education through Lunin-Pack Training & Education. He also acts as co-executor of an estate, managing related fiduciary responsibilities. Lunin-Pack Planning & Advice provides financial planning, consulting, investment management, and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm employs a goals-based investment process combining traditional finance techniques with behavioral finance insights, utilizing mutual funds, ETFs, and third-party managers to implement portfolios.