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Home
Who we are
Our Team
Leadership Team
Brokerage Services
Who we serve
Personal Solutions
Business Solutions
Special Care
News & Events
Video Library
Careers
Licenses
Connect with us
START PLANNING
START PLANNING
Home
Who we are
Our Team
Leadership Team
Brokerage Services
Who we serve
Personal Solutions
Business Solutions
Special Care
News & Events
Video Library
Careers
Licenses
Connect with us
Home
Who we are
Our Team
Leadership Team
Brokerage Services
Who we serve
Personal Solutions
Business Solutions
Special Care
News & Events
Video Library
Careers
Licenses
Connect with us
meet our team
Our Support Team
Roger Szczypien
Chief Growth Officer
Dan Diamond CFP®
Director of Investments
Scotti Sulak
Agency Supervisory Officer
Marshall Bennett
Head of Advisor Experience
Ida Sameri
Social Media Developer
Britanny Sloan
Director of Estate & Business Planning
Bryan Smith, ChSNC™
Special Needs Planner
Anna Dashkevich CFP®
Financial Planner
Ann Hauser Laufman
Annuity Specialist
Sam Stritchko
Paraplanner
Mary DeBerardinis
Accounting Specialist
Matthew Williams
Financial Planner
Shelley Hansley
Director of Contracting & Licensing
Curtis Brady
Paraplanner, Life & DI Product Specialist
We create a secure financial future
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