In today's complex world, it takes a clear vision and the expertise of a financial professional to help you reach your financial goals.
Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.
People are listed by last name, select a letter to jump a listing: A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Phillip E. Battin
Financial Advisor
Sheldon R. Bender
Vice President
Krista Bommarito
Compliance Officer
J.C. Buck
Employee Benefits Consultant
Brian Carlson, CFP®, CLTC
Financial Advisor
Arthur Chantler, Jr., RHU, REBC
Vice President
John Corbett
Senior Employee Benefits Consultant
Pam S. Davis, CLU, ChFC
Vice President
Rockwood Edwards
Senior Associate
John Eichmann, CLU, ChFC, REBC
Vice President
Susan Elliott, CFP®
Financial Advisor
Ryan Evans, CLTC
Financial Consultant
Steven D. Franklin, CFA
Financial Advisor
Robert P. Friedman, CLU, ChFC
Vice President
Tina Geraldi
Vice President of Ancillary & Employee Benefits
Michael Gluck
Director of Marketing
Clay P. Hessel, RHU
Vice President
Madeline Hood, CPA
Senior Accountant
Self Funded Department
Whit Hudson
Producer/Risk Consultant
Robert K. Janson, AIF®, CIMA®
Vice President, Investments
Michael A. Kesner, LUTCF
Vice President
Jeff Kolker, RHU
Vice President, Employee Benefits
David A. Laube, AIF®, CLU, CFS, ChFC, CLTC
Financial Advisor
Dawn Lauret,
Vice President, Employee Benefits
Alan J. Levitz, CLU, ChFC, CFP®
CEO
David Levitz, CLU, ChFC, RHU
President, Employee Benefits
Richard S. Levitz, CFP®, CLU, ChFC
President, Insurance and Investment Services
Robert Levitz, RHU
Chairman of the Board
Joseph Lolli, CLU, RFC
Vice President
Catherine Loney
Senior Employee Benefits Consultant
Rick Loudenback, CFP®, LUTCF, CMFC
Executive Vice President
Fred Lussenhop
Associate
Cindy Mahoney, LUTCF
Producer/Risk Consultant
Colin McCoy, CLU, CFP®
Financial Advisor
Nancy C. Medin
Director of Human Resources
Charles Melka, CFP®, CLTC
Senior Associate
Robert Metcalf, ChFC
Senior Associate
Becky Miller
Senior Group Benefits Sales Consultant
Tara Mittleman
Senior Associate
Craig G. Nelson
Producer/Risk Consultant
Alan J. Nerad
Financial Advisor
Marcus B. Newman
Vice President
Hope M. Newman, CLTC
Senior Associate
Brent Novoselsky, ChFC
Vice President
Rosemary O'Brien, CPCU, ARM
Director of Private Client Services, GCG Risk Management
Thomas J. O'Dekirk
Senior Associate
Timothy E. O'Donnell
Financial Advisor
Laura Pesek, CLU,ChFC, CFS, CLTC
Financial Advisor
Steven A. Pippenger
Financial Advisor
Christopher M. Plahm, CFP®
Financial Consultant
Jesse Pleuss, MBA, CBC
Senior Benefits Consultant
Jeff Prentice, CFP®, CLU, ChFC, CFS, REBC
Registered Representative
Mitchell A. Ratnow, LUTCF
Senior Associate
Eric Rauscher, CLU, ChFC
Vice President
Suzanne Roberts
Financial Consultant
Dory A. Rodriguez
Vice President
Eric Rosenbloom, CLTC
Financial Advisor
Catherine Sbarra-Hagee
Associate
Sandy Schiffman
Senior Associate
Matt Schlaepfer, CLU, ChFC, RHU
Executive Vice President
Joel Schwartz, CLU, ChFC, CLTC
Vice President
Bradley Shaps
Financial Advisor
Jane Siekmeier, RHU
Employee Benefits Consultant
Michael R. Smith, CLU, ChFC
Executive Vice President
Jason Smith
Technology Director
Duane Stevens, CLU, CFS, CFP® , CLTC, ChFC
Vice President
Daniel P. Strandberg, CFP®
Vice President
Mark Tauber, CLU, ChFC, RHU
Vice President
Joseph Thalman
Financial Advisor
Shawn E. Thomas
Financial Advisor
Gigi Verrey, CLU, ChFC, CLTC
Senior Associate
April Ware
Senior Employee Benefit Specialist
Nicholas J. Wilkins
Financial Advisor
Julie Winslow
Financial Advisor