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Independent Insurance Advisory Partner

Serving the Complex Insurance Needs of High Net Worth Individuals, Families, and Their Businesses for Over 100 Years

How we work with partners

Howard Sharfman
Senior Managing Director

Howard Sharfman, Senior Managing Director of NFP Insurance Solutions, has been recognized as an innovative leader in the insurance business for over two decades. He manages one of the premier and largest wealth transfer consulting and planning firms in the country. Mr. Sharfman’s practice is highly focused on servicing families with multigenerational wealth, family offices, private equity managers and ultra-high net worth advisors. His firm has additional expertise in executive benefits, corporate benefits, general insurance and risk management.

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Warren McGuire
Managing Director

Warren McGuire joined NFP as a Director in 2018. He started his career as a Financial Consultant at AXA Advisors, LLC. In this role, he works with professionals, business owners, and high net-worth individuals, advising them on strategies for asset accumulation and wealth preservation. In 2017 while at AXA Warren started Blue Cove Capital, a boutique wealth management practice with two other partners. He eventually grew it to a team of nine advisors, before selling his stake to move to NFP.  

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Jacob Hartz, J.D.
Managing Director

Jacob Hartz serves as Managing Director at NFP Insurance Solutions. He joined the firm in 2020 to focus exclusively on serving the ultra-high net worth community with sophisticated insurance expertise, marrying his legal training in estate planning to his experience as both a single-family office generalist and a private-client advisor. He consults clients on complex techniques involving life insurance finance, private placement life insurance, split-dollar arrangements and charitable planning.

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Zoey Rosuck
Director of Partnership Development

Zoey Rosuck joined NFP Insurance Solutions in 2021. As Director of Partnership Development, Zoey builds relationships with strategic partners in the RIA space. She is responsible for identifying and vetting advisory firms that share our core values and vision. She studied communications at the University of Iowa.

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Insurance services provided by SBSI, Inc.

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Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). NFP Insurance Solutions is a marketing name and platform used by affiliated and nonaffiliated companies, including but not limited to SBSI, Inc., using the services of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp.  PartnersFinancial is a division of NFPISI. Kestra IS and Kestra AS are not affiliated with SBSI, Inc. or NFP Corp. Kestra IS, Kestra AS, and NFP Corp. and its subsidiaries do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms. Not all professionals listed on this site are licensed to offer securities or Investment Advisory Services. Investor Disclosures 

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This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. 

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