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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

We create a secure financial future.