Our team relies on each other’s personal strengths to help people pursue the quality of life they envision. Dedicated to remaining masters of our craft, we never stop learning. To offer the best service possible for our clients, we constantly pursue continuing education opportunities and invest in technology solutions that maximize overall efficiency.
A united team with a combined skillset well-suited to address any complex situation or challenge
Heather Kelly
Chief Operating Officer
John McWilliams
President of Advisor Insurance Solutions
Rick Muzik
Head of Mass Affluent and Annuity Solutions Ann Fiordaliso
Senior Case Manager
Brendan Seppey
Business Development Specialist Insurance Michael Rugen
Life Insurance Case Manager
Rebecca Jenkins
Case Manager
Gianna Barbaretta
Director of Insurance Operations