Meet Our Team

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Pragnesh Bhatt

President and Founder

Pragnesh Bhatt is the President and Founder of Saavi Financial Group, a financial practice that focuses on providing holistic financial strategies to families, business owners, and high net worth individuals developing customized strategies that address both their financial and estate planning needs. The Company is built on a foundation of exceptional client service, trust, integrity, and open and honest communication. He firmly believes that a solid strategic financial foundation is a powerful possession that offers a sense of peace and freedom.

For the last 10 years, Pragnesh has been a successful financial professional with New York Life Insurance Company, one of the largest life insurers in the world and a company that has consistently received high ratings for financial strength from all four major rating agencies. Pragnesh was born in India and moved to the United States in 1985 with his parents at the young age of 8. Growing up, he saw first-hand the struggles and hardship his parents experienced as first-generation immigrants adjusting to a new country. He learned early on, the value of hard work, sacrifice, determination and the real importance of planning early. It was very important to him to make sure that the new generations coming to this country does not make the same mistakes his parents made growing up.

Prior to his work in the financial industry, Pragnesh earned a Bachelor of Business Administration from University of Maryland with a minor in Finance. He embarked on his career as a financial professional with New York Life in 2010. Within his first year, through hard work and a willingness to learn, and ongoing education, he quickly excelled and was the class leader of 2010. In the succeeding years, Pragnesh has climbed the ranks having earned Chairman's Council from 2018-2019. Chairman's Council reflects high levels of production at New York Life.

Pragnesh resides in Columbia, MD with his wife, Puja and son, Avi. When he is not working hard for his clients, Pragnesh enjoys spending quality time traveling with his family. He enjoys exercising and cooking on the weekends to help relax and get ready for the upcoming week.

Some of his professional accomplishments include:

Awards and Recognitions

From New York Life and other professional associations

  • Class of 2010, Greater Washington G.O.
  • Life All Star Producer, Greater Washington G.O.
  • Annuity elite (gold) from 2012 - 2019, Greater Washington G.O.
  • Million Dollar Round Table for 2012 - 2019*
  • 2010 and 2011 Executive Council Qualifier
  • 2012 – 2017 Presidents Council
  • 2018-2019 Chairman’s Council
  • Member of Nautilus Group since 2014
  • Received Top Ten Award in Greater Washington G.O. for 2013 - 2019
  • Member of NAIFA (National Association of Insurance and Financial Advisors)

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Professional Resources from New York Life

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Mark Jansen, J.D., CPA, CLU®, ChFC®

Corporate Vice President

Mark Jansen is a Corporate Vice President and Advanced Planning Consultant for New York Life Insurance Company.

Mark is an engaging presenter and skillful consultant, collaborating with agents, their clients and their clients’ professional advisors in the areas of estate, tax and business succession planning.

Mark joined New York Life with over twenty years’ experience in the financial services industry. He has worked with prominent life insurance companies as advanced marketing counsel; and, in several positions for the design and sales of variable and investment-driven insurance products. He has also marketed insurance products through banks and credit unions.

Mark brings a creative and comprehensive approach to using insurance products in estate and business planning. He is known for his practical teachings and conversational style of presentation, speaking frequently to groups about the proper use of insurance in buy-sell agreements and estate plans. Mark’s collaborative approach and technical knowledge positions him as a skillful and insightful specialist.

Mark received his law degree from the University of Michigan Law School (cum laude); and, began his professorial career in the tax department of a nationally prominent accounting firm.

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Roger Banville MBA, CMFC

Investment Solutions Consultant

“My role as a consultant is to help our agents and financial service professionals consider all the available options, and then design the best possible solutions for their clients. Our goal is to maximize returns, while minimizing risk and mitigate taxes”

For over 27 years, Roger Banville* has worked to protect and grow wealth for clients and their families.

Most of his dedication at New York Life has been training and supporting financial service professionals, ensuring they are up to date with industry trends with an intention to create more value for their clients.

Over the years, this has included hundreds of client seminar’s, public speaking venues, and keynote speaker at industry events and conferences.

Education

  • BSBA, Creighton University
  • MBA, Carroll School of Management at Boston College
  • Chartered Mutual Fund Counselor Sales

New York Life Insurance Company/NYLIFE Distributors LLC

  • New York Life, Retirement & Investment Solutions Consultant, Mid-Atlantic
  • Walton International, Regional Vice President Mid-Atlantic
  • MassMutual, Director of Sales Mid-Atlantic
  • John Hancock, Regional Vice President Southwest
  • AXA/Mutual of New York, Director of Sales Mid-Atlantic

*Registered Representative of NYLIFE Distributors LLC, Member FINRA/SIPC, 51 Madison Ave., New York, NY 10010, 212-576-7000

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Constantine Zourzoukis

Business Solutions Consultant

Professional Experience

  • Constantine joined New York Life as an agent in the Greater Washington General Office in 2011 and then became a New York Life employee and a business solutions consultant. Bringing with him over 20 years of extensive management experience, he strategically highlights the value of employee benefits and the impact it provides in boosting employee morale and retention.
  • Constantine now works on a regional scale helping to impact employers and their business in the changing business landscape.
  • Constantine’s core values of humanity, integrity and financial strength allow him to continue New York Life’s mission of providing financial security though our products and services. With the support of his wife and son, he can be there to support his customers whenever needed.

Professional Designations & Awards

  • 2019 New Group Leader
  • 2018 Business Solutions Consultant
  • 2012 - 2014 Executive Council
  • 2012 - 2014 Recognized Centurion agent
  • 2012 Winner of the Life Foundation Award

The Nautilus Group®

Nautilus is a professional planning resource and a service of New York Life available to Nautilus member agents.