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Meet The Team
The team behind Safe Retirement Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Rod Borowy
Since 1975, Rod Borowy, CIC, RFC®, has focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income. Rod is a "Registered Financial Consultant" and a "Certified Insurance Counselor."
Rod and his wife, Toni Anello Borowy, host a weekly retirement planning radio program that airs every Monday and Thursday evening from 6:00 to 7:00, and every Saturday and Sunday afternoon from 1:00 to 2:00, exclusively on 680 AM WCBM.
Paresh B. Shah, CFP®
Financial Advisor and Managing Principal
Paresh Shah is the Managing Principal for PareShah Partners and CEO of Merkkuri Wealth Advisors. He has been a Wealth Strategist for the past 27 years, helping individuals and businesses across the US co-create innovative financial strategies that protect today and build for tomorrow.
Paresh is a licensed CPE presenter who educates CPAs as they guide their clients on Investments, Life, Disability, and Long-Term Care Insurance. He specializes in Pension & Profit-Sharing Plans, Asset Protection, Estate Planning, and Business Succession Planning. Paresh was the co-host and speaker of a talk show, "Money & Prosperity," for ITV Gold. He was awarded the "2016 Honoree - Diversity in Business Award" by Long Island Business News.
Paresh has been a member of the prestigious Million Dollar Round Table® for the past 17 years and a "Top of the Table" member for the last 5 years. Paresh also speaks about various financial topics on his YouTube channel, “Learn! Earn! Prosper!”
Paresh graduated as a Chemical Engineer (honors graduate) from the prestigious Indian Institute of Technology at Kharagpur, India. His keen sense of professionalism and community service has kept him active in India as well as the United States. Paresh is the Past-President of the Long Island Chapter of the IIT Alumni Association, the Chapter Presidents Representative on the PANIIT USA Board, and Past President of The Old Camptonites' Association. He supports Healthcare and Education Initiatives for the financially challenged. He and his wife support a school for the Deaf and Mute in Bhavnagar, a school for Blind children in Saputara, and The Sister Nivedita Foundation in Rajkot – all three in Gujarat, India. They have sponsored individuals through their Undergraduate Engineering/Architecture Education. Annually they support the Hand and Heart for the Handicapped (HHH).
Paresh resides in Hicksville, NY, with his wife Shimul.
Securities offered through Integrity Alliance, LLC. Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Advisory services offered through Merkkuri Wealth Advisors, LLC, an Investment Adviser registered with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. Integrity Wealth is not affiliated with PareShah Partners or Merkkuri Wealth Advisors, and does not provide tax or legal advice.
Toni Borowy
Director of Operations
Toni has been in the financial and insurance industry for almost 40 years as an agent and agency owner in the family practice. Having a business background in fashion and design, she took a leap of faith to pursue a new financial management career in 1981. She met Rod on the first day of her finance class and the rest is history. They began their journey building the family business. It truly has been a family affair with the clients. Toni had the opportunity to have her children in the office with her since the time they were born. Building family relationships and really getting to know her clients has always been an important part of her work.
Born and raised in Maryland living on The Magothy river off the Chesapeake Bay, it's no wonder her passions include water sports and boating. Aside from her passion for all things water, you can bet to find Toni involved in real estate and interior design, building homes for Habitat for Humanity and always with her precious Cavalier pup, Mareina. Toni has been married to Rod for almost 40 years. They have a son, Brett, and a daughter, Brooke-Ashley. Toni holds her license in insurance property and casualty, life and health, and has passed the Series 6 and 63 exams.
Tom Homestead
VP, Investments
Tom Homestead
VP, Investments
Tom graduated from James Madison University in 2006 with a BS degree in Quantitative Finance. The combination of mathematics and economics prepared him to look at challenges from multiple angles to find a solution.
For over ten years, he worked at one of the country's top Guardian Life Insurance agencies. Day in and day out, Tom takes the same approach - to build financial services practice with a solid foundation by doing right for the client and providing exceptional service. Tom's practice is built on working with small business owners and individuals, focusing on insurance and wealth accumulation. He believes that it is just as important for clients to protect what they have today to grow for the future.
In addition to building his own practice, Tom also helps run day-to-day operations of PareShah Partners through case design and development as well as client servicing. Tom is a licensed registered representative with Series 7 (General Industry / Products Exam) and Series 66 (State Securities Law Exam). He also has his Life, Accident, and Health insurance license and is a licensed Property and Casualty broker.
Kathy E. Deas
VP, Operations
Kathy E. Deas
VP, Operations
Kathy began her career at MetLife, where she held many positions. As an Agency Compliance Manager at MetLife, she established a culture of risk and compliance awareness. She was the primary Registered Principal for the agency and conceptualized, implemented, and maintained an agency-specific Compliance Framework utilizing corporate criteria and monitoring processes to guarantee adherence to all compliance regulations.
In a previous position as an Operations Manager, Kathy led teams of up to 12 clerical professionals. She fostered a sense of partnership amongst all employees. Kathy devised and implemented efficiency-boosting policies and procedures, enabling the agency to meet budgeted expenses. She held the responsibility for financial management in many of her managerial positions.
Kathy completed her undergraduate studies at Marymount Manhattan College with a Bachelor of Arts majoring in Economics. She has an MBA majoring in Business Management.
She holds a life and health license and FINRA Series 7 and 63 Registrations.
Kathy was born and raised in Barbados, West Indies; she now resides in Missouri City, Texas. Her son, wife, and kids also live in Texas.
She is a Registered Representative with Lion Street Financial. Kathy does not currently offer securities.
Shimul Shah
VP, Administration
Shimul Shah
VP, Administration
Shimul joined PareShah Partners in early 2011. She oversees daily office operations, employment & payroll processing, records management, safety, and health within the organization. She takes pride in being a creative and meticulous planner and assists with the office's daily operations, marketing projects, and organizing CPE Seminars. She creates the human resources, operational and administrative systems that enable the PareShah Partners team to respond to the multiple families it serves while maintaining the intimacy and responsiveness that is part of the "client-centered" focus of PSP. Her attention to detail, grace, sense of style, and genuine compassion for all affiliated family members and staff create a business-like and efficient environment while still being warm and comfortable.
Shimul studied Commercial Art at Sophia Polytechnic, Mumbai, and Elementary Education at SUNY at Old Westbury, NY. Being a creative person and an artist, she worked with a Computer Graphic firm, creating and overseeing commercial animated advertisements.
Thawdar Han
VP, Life Services
Thawdar Han
VP, Life Services
Shimul joined PareShah Partners in early 2011. She oversees daily office operations, employment & payroll processing, records management, safety, and health within the organization. She takes pride in being a creative and meticulous planner and assists with the office's daily operations, marketing projects, and organizing CPE Seminars. She creates the human resources, operational and administrative systems that enable the PareShah Partners team to respond to the multiple families it serves while maintaining the intimacy and responsiveness that is part of the "client-centered" focus of PSP. Her attention to detail, grace, sense of style, and genuine compassion for all affiliated family members and staff create a business-like and efficient environment while still being warm and comfortable.
Shimul studied Commercial Art at Sophia Polytechnic, Mumbai, and Elementary Education at SUNY at Old Westbury, NY. Being a creative person and an artist, she worked with a Computer Graphic firm, creating and overseeing commercial animated advertisements.
Christina Mohacsi
VP, Client Relations
Christina Mohacsi
VP, Client Relations
Christina is a Vice President with PareShah Partners. Christina works with the Managing Principal solving client issues, developing financial and estate planning presentations and managing projects. Christina previously worked at another boutique advisory firm where she concentrated on wealth management focusing on ultra-high net worth clients developing estate, asset, charitable and legal management strategies as well as managing family governance issues. Along with these strategies she also incorporated insurance strategies, including premium financing options.
Before entering the financial boutique world, Christina spent 15 years on Wall Street working at Merrill Lynch/Bank of America in Investment Banking and Capital Markets. Projects included working with a consulting team to re-engineer the Investment Banking division after conducting a very in-depth analysis of the Investment Banking departments and operations support of the top 5 Banking houses, building a companywide system that linked clients across departments to provide better client focused strategies within Capital Markets, redesigning the reporting function within Capital Markets and managing the budget and forecasting cycles. Christina started her career in Paine Webber/UBS as a financial analyst and within less than two years was Chief of Staff to the Controller. This enabled her to work with many departments throughout the firm and review the financials of the firm on a monthly basis.
Christina received her MBA in Finance and BS in Marketing from St. John’s University in New York. She has her Life, Accident and Health insurance license and is a licensed Notary Public in Nassau County, NY.
Ravi Kadia
VP, Investments New Business
Ravi Kadia
VP, Investments New Business
Ravi completed his BA in Economics at CUNY Queens, NY. He joined PareShah Partners and assists clients confidently pursue their short and long-term goals and worry less about their finances. He is highly motivated and helps the clients with Life, Accident, and Health Insurance. Ravi believes in creating long-lasting relationships with his clients. He values his clients' thought processes and helps them build a beneficial financial plan.
Ravi has his Life, Accident, and Health Insurance license. He is currently studying for his series 66 and 7.
Shamik Shah
VP, Marketing
Shamik Shah
VP, Marketing
Shamik Shah is the VP of Digital Marketing at PareShah Partners. His skillset includes computer programming, technical support, and content generation, which synergize to supplement PareShah Partners’ digital strategy. Shamik is enthusiastic about creating brand awareness and increasing PareShah Patners’ digital presence to spread education and awareness about financial literacy. Shamik formerly worked as a tutor, teaching skills like Computer Science to children ages 7 to 12 and prepping high schoolers for the SAT. Shamik believes in delivering clients the best experience possible and works to ensure that value is created for them.
Shamik studies Psychology at CUNY Hunter and enjoys chess, stargazing, and alternative music.
Our Goal at Safe Retirement Solutions is to help our clients build confidence and trust in their retirement with an income plan to protect their assets from market loss and to provide them with safe retirement income choices that will grow their money free from market volatility. We build lasting family relationships with our clients to help them navigate this important stage of their life's journey.
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For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
