Broker Check

E X E C U T I V E    T E A M 

Brian Falconer

Brian Falconer

Partner, New England

Derek Chan

Derek Chan

Managing Partner, New York

Gary DeStefano, LUTCF

Gary DeStefano, LUTCF

Managing Partner, New England

James Steidel

James Steidel

Senior Vice President, Brokerage & Disability Insurance

Mary DeLucca

Mary DeLucca

Vice President, Marketing

Paul Barone

Paul Barone

Managing Director

Robert Votruba CFS, MBA, Ph.D.

Robert Votruba, CFS, MBA, Ph.D.

Partner, Wealth Management