Our Team

Scott, a fifth generation California native, began his insurance career in Washington, DC in 1986. In 2001, Scott founded Greenberg, Wexler & Eig, LLC, a boutique multi-carrier life insurance firm located in Bethesda, MD, where he works with affluent and ultra-affluent individuals and families. Scott is responsible for directing the firm’s marketing efforts and focuses on working with international clients, family offices, and closely-held family businesses.

Professionally, Scott is a founding member of the Family Business Forum of Washington, DC, and past President of the Washington, DC Estate Planning Council, an honor he considers to be one of the highlights of his professional career.

Scott also devotes considerable time to charitable organizations in the Washington, D.C. area including the American Heart Association, where, in 1999, he founded and chaired the inaugural Heart's Delight fundraiser, a four-day wine tasting event. Heart's Delight Wine, now in its 26th year, has raised over $25 million to fight heart disease and stroke. Currently, Scott serves on the board of Red, White & Snow, a four-day wine-centric event in Park City, UT that raises money for the National Ability Center.

Twenty-seven years ago, Scott converted his passion for wine and writing into a weekly column for the Examiner newspaper chain. His column, “The Vine Guy” was syndicated in several markets across the country, and for 12 years, hosted the Wine of the Week segment on WTOP radio in Washington, DC. Eight years ago, Scott launched The Vine Guy podcast, featuring 30-minute interviews with winemakers, producers, collectors and personalities. He has served as a judge in several international wine competitions.

Scott and his wife Cindy share a passion for fly fishing, skiing, the Washington Capitals, and rescuing dogs. Scott recently took on the role of co-host of Cool Science Radio which airs every Thursday morning on KPCW radio – an NPR Affiliate Station - in Park City, Utah. In addition, Scott has been a participant in Leadership Park City, Class 32. And in his spare time, Scott shares his meager comedy stylings as part of the Park City Follies creative writing team.

They have three adult sons who are all off the proverbial payroll. Scott and Cindy reside in Park City, Utah with frequent hops back to DC for work and travel to various wine regions for fun.

David is a recognized technical authority on insurance planning and products. He has been a main platform speaker for numerous CPA firm and Law Firm continuing education sessions and M Financial Group marketing meetings. David has lectured at the George Washington School of Law and currently lectures at the Georgetown University Law Center LLM program on the use of life insurance in estate planning. He has spoken at the ACTEC Mid Atlantic Fellows Institute. He has published numerous articles in industry and trade journals. He has also been engaged as an expert witness.

David is a founding Member of Greenberg, Wexler & Eig, LLC, a Member Firm of the M Financial Group. Greenberg Wexler & Eig, LLC designs and manages insurance portfolios for high-net worth families, business owners and other affluent clients as part of their personal financial security, business financial security, executive benefit and estate plans.

David has been featured many times in Washingtonian Magazine as part of an article titled “They Know Money” which identifies Top Financial Advisors and is included in Washingtonian Magazine’s Top Wealth Advisor Hall of Fame. He has also been selected multiple times as a Top Financial Professional in Northern Virginia Magazine.

David is a member of FINSECA, an industry trade association (formerly AALU), and formerly was a member of the National Association of Insurance and Financial Advisors, the American Society of Financial Services Professionals, and the Washington, D.C. Estate Planning Council. He is an AALU Ambassador, served as vice chair of the Ambassador Program, chair of the AALU Wealth Transfer Committee and co-chair of the AALU Annual Meeting. He is a past president of the Washington, D.C. Estate Planning Council, served as chairman of the Estate Journal Club of the Suburban Hospital Foundation, and as a Trustee and Finance Chair of the Suburban Hospital Foundation. David has served on M Financial Group Governance Committees including the Member Firm Relations Committee and Government Affairs Committee. David also served as a Foundation Trustee of the Jewish Federation of Greater Washington.

David has a BS in psychology from the University of Denver. He received his CLU and ChFC designations from The American College and holds the Accredited Estate Planner (AEP) ® designation from the National Association of Estate Planning Councils.

David is married to Marge, has one son, two stepdaughters and three grandchildren. Some of his hobbies include, travel, golf, cooking, and collecting shells. He is a wine enthusiast who enjoys collecting and sharing wine with family and friends. David is a proud member of the Singing Capital Chorus, a premier men’s A Capella group that regularly performs the National Anthem at the Washington Nationals Baseball game and other venues in the Washington Metropolitan Area. David recently appeared in community theatre productions of Fiddler on the Roof as Perchik, Grease as Kenickie and Guys and Dolls as Nathan Detroit.

Keith M. Eig, CLU, CLTC began his insurance career in 1989 with Phoenix Home Life in the Washington, DC office. He was named General Agents and Managers Association’s (GAMA) “Rookie of the Year” in 1989. In 1998, he began his affiliation with the M Financial Group. In 2003, he joined Scott Greenberg and David Wexler as a partner in Greenberg, Wexler & Eig, LLC. Keith specializes in individual insurance planning, long-term care insurance, and serves as the firm’s Managing Partner.

Keith has been active in the insurance industry and has been a member of NAIFA-GW since 1990, serving as President in 2005-2006. In 2009, he was the 62nd recipient of the Bernard L. Wilner Award, an honor given by the Greater Washington Foundation of Insurance and Financial Advisors in recognition of high standards of conduct and service to the industry and the community.

Currently, Keith serves on the board of the Washington Home, a private foundation (originally founded in 1888) that supports organizations that serve elderly, the chronically ill, and terminal people. The Washington Home also supports efforts to eliminate food insecurity and social isolation. Keith serves as co-chair of the Community Engagement Committee, which approves all of the grants. Keith is the former Chairman of the Golf Committee and Greens and Grounds Committee at Woodmont Country Club.

Keith has four children, ten grandchildren and lives in Potomac, MD with his wife, Andra. In his spare time, he enjoys golf, fishing, traveling and the Washington Capitals.

Benjamin Green joined GWE as an Insurance Advisor in August 2018. He holds his life and health insurance certification and is excited to help his clients find retirement and protection solutions for their business and personal lives.

He began his career focused on insurance planning in 2016 with First Financial Group, an agency of The Guardian Life Insurance Company, New York, NY. Within his first year, Benjamin achieved the runner-up award for New Agent of the Year at First Financial Group.

Benjamin specializes in the applications of life, disability, and long-term care insurance for businesses, estates, and individuals. His work consists of educating clients and helping them both develop and implement creative strategies to meet their objectives.

Benjamin was born and raised in the Washington, DC suburbs. He is currently living in Rockville, MD with his wife Melissa, and is a graduate of the University of Maryland. Benjamin enjoys spending time with family and friends, biking, golfing, and cheering on local sports teams.

Andrew joined GWE in June 2021 as an Insurance Consultant.

Born in Washington, D.C., raised in Potomac, MD, and now residing in Bethesda, MD, Andrew is no stranger to the DMV. He graduated from San Diego State University in May 2019 with a Bachelor of Arts degree in Economics. Andrew currently holds his Life & Health insurance licenses, has passed his Series 6 & 63 exams, and has earned the Chartered Life Underwriter® (CLU) designation—demonstrating his advanced expertise in insurance and estate planning.

Beyond insurance, Andrew’s interests include skiing, hiking, rock climbing, and playing ice hockey. Naturally, he’s an avid Washington Capitals fan.

As a second-generation member of the firm, Andrew is passionate about working with GWE’s clients, growing the business, and is committed to helping meet their evolving insurance needs.

Bill entered the financial advisory industry upon graduation from Virginia Commonwealth University in 1976. He joined the Jefferson Pilot Corporation as an advisor management trainee. In this capacity, he earned the company’s “rookie of the year” as a production leader. Bill was promoted to division manager in 1978 and developed the leading advisory production unit in the company. In 1981, he was appointed Director of Development with New York based H.L. Financial Resources. Bill pioneered a fee-based financial planning model development program that established the largest productive unit in the company. In 1987, in partnership with H.L. Financial Resources he established the Webster Financial Group in Bethesda, MD. This organization merged several financial service operations into the largest financial planning firm in the metro Washington, D.C. area. The firm included a pension administration company, broker dealer, seminar marketing entity, and a specialty underwriting corporation. The firm was sold in 1991.

In 1992, Bill was recruited by CIGNA Financial Advisor as Regional Vice President for the Mid-America region. This region encompassed Kansas City, St. Louis, Des Moines, Omaha, and the states of Kansas, Iowa, Nebraska, and Missouri. In this capacity Bill achieved four consecutive Trident awards for production, profit, producer development and revenue growth. The region was awarded the company's highest honor, the President’s Trophy in 1998. In 1999 CIGNA Financial Advisors was acquired by Lincoln Financial Advisors. Bill assisted Lincoln in the development of Sagemark consulting. This organization has become the largest national fee based financial planning firm in the country. Having spent 39 years in developing financial advisory firms, Bill became an independent advisor with M Securities, Inc. in 2013. In this capacity he assists clients in estate planning, business succession, retirement planning, and accumulation planning. In addition to the Charter Life Underwriter and Charter Financial Consulting designations he also holds the General Securities Series 7 and Principles Series 24 through FINRA. He is also a member of the Kansas City Estate Planning Society, and a 28-year member of Hallbrook Country Club. He and his wife Debra have three sons and live in Leadwood, KS.

Sarah Quinn is the Director of Underwriting and New Business at Greenberg, Wexler & Eig, LLC. Sarah is a proud graduate of James Madison University in Harrisonburg, VA. Sarah leads the firm in case management, underwriting, negotiation with underwriters, and finding the best possible offer for each client. She is also involved in aspects of case design, compliance, licensing, and operations support.

Mike is our Director of Case Design and Client Services. He joined GWE in September 2021. Mike applies his extensive knowledge of life insurance to deliver clear and understandable presentations to assist clients as they make decisions regarding the structure and funding of new life insurance or optimizing the performance of their existing life insurance portfolios.

Greenberg, Wexler & Eig had the pleasure of working with Mike during his tenure as a Field Vice President for TIAA Life Insurance Company. Over the actuarial portion of his career, Mike was responsible for the design, pricing, and marketing of innovative insurance products at several of the country’s largest life insurance companies, including John Hancock, Guardian Life, and New York Life.

Mike is a Fellow of the Society of Actuaries (FSA) and a Certified Financial Planner (CFP®) and is one of the very few actuaries with firsthand experience as a financial representative. He is a graduate of Binghamton University and lives in Oyster Bay, NY with his wife, Lynne. They have two adult daughters; Danielle, a mechanical engineer and Sara, a registered dietitian.

Jessica Alvarez joined GWE in May 2018 as an Administrative and Marketing Assistant. After earning her Life and Health license, she was promoted to Client Services Associate in December 2019. In her current role, Jessica supports both clients and advisors by overseeing policy administration, coordinating policy reviews, addressing service inquiries, and serving as a key liaison between clients, insurance carriers, and internal teams.

She holds a bachelor’s degree in marketing from the University of Maryland Global Campus.

Jill Trone joined GWE as Controller in 2014. She is responsible for all finance and accounting activities, as well as external financial interactions. Prior to coming on board at GWE, Jill served for several years as VP of Finance at a start-up big box alcoholic beverage retailer. Jill began her career in financial management and accounting at CVS/Caremark, at the company’s corporate headquarters as an auditor; she worked her way up there to Director, tackling a range of accounting positions including Accounts Payable, Accounts Receivable and Profit Recovery along the way. Jill then moved to Renaissance, Inc., a Boston-based consulting firm, to head its Accounts Payable department, and was tapped to develop an Accounts Payable Recovery Program at the Boston office of Ernst & Young, LLC.

Jill attended Providence College, receiving a BS in Accounting. Originally from Rhode Island, Jill resides in Potomac, MD with her husband and six children. Jill is very active in her kids’ local PTAs, as well as the Montgomery County Council of PTAs, and has held a range of leadership positions at both the local and county level. Jill also enjoys cooking, wine, and entertaining.