As a former owner and administrator of a nursing home, Harvey has unique training and familiarity with the needs of those in the later stages of life, especially navigating government processes. A long-term, trusting relationship is the cornerstone of his business.
Harvey believes a client should not have to fit into a plan – his mission is to find a plan that fits each client. He is certified with multiple Medicare brands, so he can offer options to meet each client’s unique needs.
Rafael leads technology and operations at Perle & Co., transforming complex workflows into seamless experiences for clients. He designs secure, compliant systems and automation that free advisors from administrative burdens, enabling them to focus on what matters most: delivering timely guidance and worry-free coverage to the people they serve.
Jennifer is a customer service professional and virtual assistant who transforms administrative tasks into effortless client experiences. She streamlines scheduling, paperwork, and follow-ups to ensure clients receive prompt responses and consistent care. Known for her reliability and warmth, Jennifer brings the same attention to detail she practices in the kitchen—and the inspiration she draws from her family—to every client interaction.