Marshall Bennett
Director of Marketing
Curtis Brady
Paraplanner, Life & DI Product Specialist
Anna Dashkevich CFP®️
Financial Planner
Mary DeBerardinis
Accounting Specialist
Dan Diamond
Director of Investments
Jerry Gray
Associate Supervisory Officer, PDS/ATS
Shelley Hansley
Director of Contracting & Licensing
Lydia Irwin
Director of Field Technology
Ann Hauser Laufman
Annuity Specialist
Nick Pelini
Associate Supervisory Officer
Ida Sameri
Social Media Developer
Britanny Sloan
Director of Estate & Business Planning