Broker Check

Managing Partners

Gary DeStefano, LUTCF

Managing Partner, New England

Robert Votruba, CFS, MBA, Ph.D.

Partner, Wealth Management

Derek Chan

Managing Partner, New York

Michael A. Yoken

Partner, New England

Brian Falconer

Partner, New England

Business Development

James Steidel

Senior Vice President, Brokerage & Disability Insurance

Mary DeLucca

Vice President, Marketing

Paul Barone

Managing Director

Robert DePalo, JD, CExP, AEP

Director of Business Planning

Andrea Freitas

Director of Marketing

Walter Kasper

Vice President, Sales Growth & Enablement

Christopher Richards

Managing Director

Michael Fraiman

Sr. Managing Director

Thomas Passante

Managing Director

Cara Drew

Managing Director

Dean Rothman, AAMS

Director of Wealth Management

Jesse Mistretta, MBA, JD

Wealth Management Advisor

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

Disability Insurance Specialist

Larry Rosenthal

Disability Insurance Specialist

Peter Crincoli, III

Vice President, Life Insurance Brokerage Manager

Operations

Veronica Chang, CLTC

Chief Operating Officer

Vincent Mazzei

Chief Financial Officer

Samantha Cortese

Executive Assistant to CEO, Michael Maresca & Vice President, Administration

Joy Miller

Director of Operations

Merideth Falconer

Chief Operations Officer, WMRG

Margaret Turano

Office & New Business Administrator

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

Christine Mahler

Associate Onboarding Liaison

Maria Tomitz

EA to Dean Rothman, Wealth Management New Business

Odelisa Antunes

Transition Specialist

Rocco Mazzei, MBA

New Business Desk - Wealth Management

Client Services

Maria Maniaci

New Business Administrator

Annie Li

Operations Manager

David Cifuentes

Policy Owner Services

Ellen Rondeau

New Business Administrator

Elaina Greaves-Slavin

New Business Administrator

Matthew Yarko

Office Administrator

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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