Biographies

 
  • Stephen Cunha CFP®,CLU®,CLTC

    Vice President & Retirement Plan Coordinator

  • Herb Daroff, JD*, CFP®

    Director of Estate and Business Planning

  • Mark McManus

    Senior Vice President

  • Robert Piatelli

    Director of Life Products

  • Alan Roycroft

    Senior Vice President, Investments

  • Jennifer Shea, JD*, MBA, CFP®, CRPC

    Director of Financial Planning & Advanced Markets

  • Abigale Shields

    Director of Financial Planning