Meet The Team

 

Gary M. Klazmer
Partner
 
Brian S. Klazmer
Partner
 
Monica Cice
Executive Assistant
 
Karen Worthington
Manager, Group & Long-Term Care
 
Pearl Jahr
Case Manager
 
 
 

 

Gary M. Klazmer
Partner

Phone: (215) 885-4555
Fax: (215) 885-4888


Gary was born in Philadelphia and raised in Cherry Hill, New Jersey. Gary graduated magna cum laude from the Smeal College of Business at Penn State University in 1978 with a B.S. in Business Administration. He then received his J.D. from Temple Law School in 1981, where he was published in the Law Review. Gary practiced law for three years, specializing in estate planning and corporate and banking law. In 1985, he completed his Chartered Life Underwriter (CLU) designation and joined Bernie at Klazmer Financial Group.
 
Gary handles life, health and disability insurance, 401(k)s and has an additional expertise in long-term care insurance. He has served as a guest lecturer at the Philadelphia Bar Association on the topic of long-term care. While working in the industry, Gary earned his designation as a Chartered Financial Consultant (ChFC), became a registered representative of NYLIFE Securities LLC and an Investment Advisor Representative of Eagle Strategies LLC. As an Investment Advisor Representative, Gary has access to Lifetime Wealth PortfoliosSM, a unique advance in wealth management, which brings together Ibbotson Associates’ pioneering expertise in human capital and risk tolerance based portfolio assignment and Morningstar Inc.’s extensive mutual fund research data. Gary is also a lifetime member of the Million Dollar Round Table1. He lives with his wife, Sharon, and their two children in Dresher, Pennsylvania.
 

 

Brian S. Klazmer
Partner

Phone: (215) 885-4555
Fax: (215) 885-4888


Brian was born in Philadelphia and raised in Cherry Hill, New Jersey. Brian received a B.A. in Economics with honors from Dickinson College in 1980 and earned his J.D. from Temple Law School in 1983. Following his graduation from law school, Brian worked at a Philadelphia-based securities firm, specializing in tax-advantaged investments. In 1986, Brian joined Bernie and Gary at Klazmer Financial Group.

Brian specializes in estate planning for high net-worth individuals and professionals and succession planning for closely held businesses. He has developed a particular expertise in underwriting large cases for those with medical impairments. Brian is a member of the Pennsylvania Bar Association. He is also a registered representative of NYLIFE Securities LLC, an Investment Advisor Representative of Eagle Strategies LLC and a lifetime member of the Million Dollar Round Table1. Brian and his wife, Jill, split their time between Philadelphia and Longboat Key, Florida.

 



Monica Cice
Executive Assistant

Phone: (215) 885-4555
Fax: (215) 885-4888


Monica is the longest serving member of our team, joining Klazmer Financial Group in 1979 at the age of 18. What started as a one-year job soon became a life-long career. In her own words, she describes the Klazmer family as “honest and hardworking, always doing their best for our clients. I could not have stayed so long if that were not true.” Monica specializes in large case and impaired risk insurance underwriting and oversees internal operations. She has forged close working relationships with Bernie, Gary and Brian, and looks forward to doing the same with the third generation. Monica lives with her husband, Steve, and their three children in Stratford, New Jersey.

 



Karen Worthington
Manager, Group & Long-Term Care

Phone: (215) 885-4555
Fax: (215) 885-4888


Karen, a Philadelphia native, began working in the insurance industry in 1991 and has been a member of our team since 1998. Karen has earned both her Certified in Long-Term Care (CLTC) and Certified Senior Advisor (CSA) designations. At Klazmer Financial Group, Karen oversees the group insurance operations, encompassing all facets of health, disability and long-term care insurance. As she said, “Since joining Klazmer Financial Group, I have grown both personally and professionally in the insurance field. I am very grateful to have had the opportunity.” Karen and her husband, Scott, live in Southampton, Pennsylvania.

 



 

Pearl Jahr
Case Manager

Phone: (215) 885-4555
Fax: (215) 885-4888


Pearl was born in Philadelphia, Pennsylvania. Since entering the industry in 1987, she has worked to receive her Associate’s Degree in Business Administration from Philadelphia Community College along with taking courses in business at Temple University. Upon joining Klazmer Financial Group in 2010, Pearl became instrumental in managing the paper flow for our insurance and investment business and in the day-to-day oversight of the firm’s technology, underwriting and client services.  Pearl currently lives with her husband, Steve, in her hometown of Philadelphia.


 

1The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.