Biographies

 
  • Susan Piccione

    Susan Piccione

    Executive Assistant & Client Relations Manager

  • Herbert K. Daroff, J.D., CFP

    Herbert K. Daroff, J.D., CFP

    Estate and Business Planning Focus

  • Richard J. Petrucci, Jr., J.D., CPA, CFP®

    Richard J. Petrucci, Jr., J.D., CPA, CFP®

    Attorney - Estate and Business Planning

  • Jennifer Shea, JD*, MBA

    Jennifer Shea, JD*, MBA

    Agency Director - Financial Planning & Advanced Markets

  • Abigale Magruder

    Abigale Magruder

    Director of Financial Planning

  • Lori Hutchinson

    Lori Hutchinson

    Paraplanner

  • Mark McManus

    Mark McManus

    Annuities Focus

  • Robert Piatelli

    Robert Piatelli

    Life Insurance Focus

  • Anthony J. Leonardo, CLU®, ChFC®

    Anthony J. Leonardo, CLU®, ChFC®

    Investment Director

  • Stephen M. Cunha, CFP®, CLU®, CLTC

    Stephen M. Cunha, CFP®, CLU®, CLTC

    Retirement Planning Focus