Broker Check

E X E C U T I V E    T E A M 

Gary DeStefano, LUTCF

Gary DeStefano, LUTCF

Managing Partner, Massachusetts

Derek Chan

Derek Chan

Managing Partner

Robert Votruba CFS, MBA, Ph.D.

Robert Votruba, CFS, MBA, Ph.D.

Partner, Wealth Management

Tyler DeStefano, LUTCF

Tyler DeStefano, LUTCF

Executive Vice President, Disability Insurance

James Steidel

James Steidel

Senior Vice President, Brokerage & Disability Insurance

Mary Flanigan

Mary Flanigan

Vice President, Marketing

Paul Barone

Paul Barone

Managing Director