| Steven L. Jay President of Fort Washington Financial Group, (formally Steven L. Jay & Associates). Steven left the field of Public Accounting to be formally trained as a Financial Planner in 1985. Realizing that Corporate Benefit Planning offered the challenge that he was looking for he decided to specialize in that area over ten years ago. The clients that know him well will tell you that he still thinks like an accountant, just one that works in the Employee Benefit market place. |
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| His staff will tell you that he would
rather be working than at home and he would rather be sitting across from
a client than just about anywhere else |
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| Robin Margulies - Supervisor of New
Case Submissions and Renewals. Robin Margulies has been an employee of the Fort Washington Financial Group since 1998, starting out in customer service and now working in new case submissions and renewals. Robin currently holds a PA and NJ producer license. Robin has a degree in Special Education and experience working in the field of Mental Health / Mental Retardation. Hobbies: Travel, Scrapbooking and taking photographs. |
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| Lois Waldo - Customer Service Manager Lois has been working in customer service management for over 25 years. She has been a valuable member of the Fort Washington Financial Group for over 6 years. Her responsibilities include enrollments, changes and terminations, billing problems and claims work. Her hobbies include reading, walking and golf. |
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| Jackie Laurence: Supervisor of Underwriting
/ Quotes Jackie has been a valuable member of the Fort Washington Financial Group since 2001. Her responsibilities include case analysis and quoting rates with a variety of insurance lines. She has been in the field since 1996, working for Combined Insurance / GE and Canada Life. While at GE Jackie held the positions of Underwriting Coordinator and Sales Support Representative. At Canada Life she was Group Sales Representative. Hobbies: Crafts, activities with her son and reading. |
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