Broker Check

MANAGING PARTNERS

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

BUSINESS DEVELOPMENT

Tyler DeStefano, LUTCF

Tyler DeStefano, LUTCF

Executive Vice President, Disability Insurance

James Steidel

James Steidel

Senior Vice President, Brokerage & Disability Insurance

Paul Barone

Paul Barone

Managing Director

Mary Flanigan

Mary Flanigan

Vice President, Marketing

Robert DePalo, JD*, CExP

Robert DePalo, JD, CExP, AEP

Director of Business Planning

Steven Eisner, CLF

Steven Eisner, CLF

Managing Director

Christopher Richards

Christopher Richards

Managing Director

Michael Fraiman

Michael Fraiman

Sr. Managing Director

Thomas Passante

Thomas Passante

Managing Director

Cara Drew

Cara Drew

Managing Director

Dean Rothman, AAMS*

Dean Rothman, AAMS

Director of Wealth Management

Ira  Lopkin

Ira Lopkin, CLU®

Brokerage Manager

Paula Zonin-Crowley

Paula Zonin-Crowley, CLU®, ChFC®, LUTCF

Director of Brokerage, Disability Insurance Specialist

Larry Rosenthal

Larry Rosenthal

Director of Brokerage/ Disability Income Specialist

Matthew Cormier

Matthew Cormier

Brokerage Manager

Jesse Mistretta, MBA, JD

Jesse Mistretta, MBA, JD

Wealth Management Advisor

OPERATIONS

Veronica  Chang

Veronica Chang, CLTC

Chief Operating Officer

Sammy Cortese

Sammy Cortese

Executive Assistant, Director of Operations

Vincent Mazzei

Vincent Mazzei

Chief Financial Officer

Joy Miller

Joy Miller

Director of Operations

Colleen Marzella

Colleen Marzella

Director of Operations

Jennifer Feingold

Jennifer Feingold

Office Manager & Controller

Kara DeStefano, LUTCF

Kara DeStefano, LUTCF

Vice President, New Business

Victor Ehrlich

Victor Ehrlich

Sr. Underwriting

Carol Augustin

Carol Augustin

Agency Technology Support, Contracting & Licensing

Margaret Turano

Margaret Turano

Office & New Business Administrator

Liz Acque

Liz Acque

Marketing Coordinator

CLIENT SERVICES

Maria Maniaci

Maria Maniaci

New Business Administrator

Lisa Choi

Lisa Choi

Director of Operations, NJ

Annie Li

Annie Li

Operations Manager

David Cifuentes

David Cifuentes

Policy Owner Services

Ellen Rondeau

Ellen Rondeau

New Business Administrator

Elaina Greaves-Slavin

Elaina Greaves-Slavin

New Business Administrator