Anthony T. Mazzei, Sr., MSM, CLU®, ChFC®, CLTC
Founding Partner
Michael Maresca, MBA, CLU®, ChFC®
Sr. Managing Partner
Gary DeStefano, LUTCF
Managing Partner, Massachusetts
Steven D. Earhart, CLU, ChFC®, CFP®, MSFS, RICP®
Managing Partner, Pennsylvania
Derek Chan
Managing Partner
Robert Votruba, CFS, MBA, Ph.D.
Executive Vice President, Wealth Management
Tyler DeStefano, LUTCF
Executive Vice President, Disability Insurance
James Steidel
Senior Vice President, Brokerage & Disability Insurance
Paul Barone
Vice President, Talent Acquisition
Mary Flanigan
Vice President, Marketing
Brian McCarthy, CFP®
Vice President, Training & Development
Robert DePalo, JD, CExP
Director of Business Planning
Steven Eisner, CLF
Managing Director
Christopher Richards
Managing Director
Andrew Levenson
Managing Director
Michael Fraiman
Managing Director
Thomas Passante
Managing Director
Brian Sykes, CFP®, ChFC®, ChSNC®, CEXP®
Managing Associate
Dean Rothman, AAMS
Director of Wealth Management
Alexander Miradoli, CFP®
Wealth Management Advisor
Ira Lopkin, CLU®
Brokerage Manager
Paula Zonin-Crowley, CLU®, ChFC®, LUTCF
Director of Brokerage, Disability Insurance Specialist
Larry Rosenthal
Director of Brokerage/ Disability Income Specialist
Matthew Cormier
Brokerage Manager
Jesse Mistretta, MBA, JD
Wealth Management Advisor
Veronica Chang, CLTC
Chief Operating Officer
Vincent Mazzei
Chief Financial Officer
Joy Miller
Director of Operations
Colleen Marzella
Director of Operations
Jennifer Feingold
Office Manager & Controller
Kara DeStefano, LUTCF
Vice President, New Business
Victor Ehrlich
Sr. Underwriting
Carol Augustin
Agency Technology Support, Contracting & Licensing
Margaret Turano
Office & New Business Administrator
Liz Acque
Marketing Coordinator
Maria Maniaci
New Business Administrator
Lisa Choi
Director of Operations, NJ
Annie Li
Assistant Operations Manager
David Cifuentes
Policy Owner Services
Ellen Rondeau
New Business Administrator
Elaina Greaves-Slavin
New Business Administrator