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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

We are hands on advisors who have built our firm on a relationship first approach.

Meet Our Team

Robert Trotenberg, CLU, CLTC



Bobby began his career in financial services in 1983 and has been affiliated with Lincoln National, State Mutual and The Guardian. In 1992 he established Arbor Associates to offer a range of products from a wide variety of carriers....

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Bill Einhorn

Director of Retirement Readiness

For more than 25 years, Bill served as the Administrator of the Teamster Health & Welfare and Pension Trust Funds of Philadelphia and Vicinity and President of a regional third-party benefits administration firm. After retiring from...
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Phyllis Heimerl

Director of Underwriting and Client Services