Anthony T. Mazzei, Sr., MSM, CLU®, ChFC®, CLTC
Founding Partner
Michael Maresca, MBA, CLU®, ChFC®
Sr. Managing Partner
Gary DeStefano, LUTCF
Managing Partner, Massachusetts
Derek Chan
Managing Partner
Robert Votruba, CFS, MBA, Ph.D.
Partner, Wealth Management
Tyler DeStefano, LUTCF
Executive Vice President, Disability Insurance
James Steidel
Senior Vice President, Brokerage & Disability Insurance
Mary Flanigan
Vice President, Marketing
Paul Barone
Vice President, Talent Acquisition
Steven D. Earhart, CLU, ChFC®, CFP®, MSFS, RICP®
Managing Partner, Pennsylvania
Vincent Mazzei
Chief Financial Officer