Our People

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

A

B

Mary Bauer
Director of Operations, Employee Benefits

Mark Beaton
Wealth Management Consultant

Arnold J. Bender, CLU®, ChFC®
Senior Wealth Management Advisor

Sheldon R. Bender
Vice President, Wealth Management

Jim Berman
Vice President, Benefits Consulting
 
Ron Bernstein, CFP®, CIMA®, CWS®, CLTC
Senior Wealth Management Advisor

Natalie L. Blatnick
Recruiting Specialist

Krista Bommarito, AIF®
Compliance Officer

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C

Jim Callahan
Personal Risk Management Consultant

Brian Carlson, CFP®, CLU®
Vice President, Wealth Management

Arthur D. Chantler, Jr., RHU, REBC
Vice President, Benefits Consulting

Brandon Clouse
Wealth Management Consultant

Dina Collins
Benefits Consultant

Brian Crane
Vice President, Benefits Consulting

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D

Pam S. Davis, CLU®, ChFC®
Vice President, Wealth Management

Alissa DePue
Wealth Management Advisor

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E

Rockwood Edwards
Senior Associate

John Eichmann, CLU®, ChFC®, REBC®
Vice President, Benefits Consulting, Private Equity Practice

Michael Engelhardt
Senior Benefits Advisor

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F

Stephen C. Felker
President, Risk Management

Teddy Felker
Senior Risk Management Advisor

John Fisher, CFP®
Wealth Management Advisor

Kelly Fitzpatrick, CFP®
Wealth Management Support Specialist

Jeremy Fortin
Wealth Management Advisor

Bruce Friedman
Vice President, Wealth Management

Cory Friedman, CBC
Senior Associate

Robert P. Friedman, CLU®, ChFC®
Vice President, Benefits Consulting

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G

Tina Santelli, CBC, GBDS (Geraldi)
Vice President, Benefits Consulting, GCG Enroll and Specialty Benefits

Andrew M. Gluck, CFA
Managing Director, Wealth Management

Michael Gluck, MBA
Director of Marketing

Arthur S. Gold, CLTC
Vice President, Wealth Management

Peter Gottstein
Vice President, Wealth Management


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H

Ed Haibt
Wealth Management Advisor


Bradley S. Hammerman, CFP®
Senior Wealth Management Advisor

Stephen Hellebush
Wealth Management Consultant

Clay P. Hessel, RHU 
Vice President, Wealth Management

Lisa Hessel
Director of Talent Management
 

Whit Hudson
Senior Risk Management Advisor

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I

J

Robert K. Janson, CIMA®, AIF®
Senior Vice President, Wealth Management

Joseph Jonas
Senior Risk Management Advisor

K

Jill Kaz, CFP®
Senior Wealth Management Advisor

Michael A. Kesner
Vice President, Benefits Consulting

Jeff Kolker, RHU
Senior Vice President, Benefits Consulting

Daniel A. Kostel
Wealth Management Consultant

Dan Krueger
Director of Key Accounts 

John C. Kwasigroch, CLTC
Senior Associate

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L

Kit Lancaster
Wealth Management Advisor

David A. Laube AIF®, CLU®, ChFC®, CFS, CLTC
Senior Wealth Management Advisor

Dawn Lauret,
Vice President, Benefits Consulting

Rachel Lawton (Lazzara)
Wealth Management Advisor

Alan Levitz, CLU®, ChFC®, CFP®
CEO

David Levitz, CLU®, ChFC®, RHU
President, Benefits Consulting

Richard S. Levitz, CLU®, ChFC®, CFP®
President, Wealth Management

Bob Levitz, RHU
Chairman of the Board

Joseph Lolli, CLU®, RFC
Senior Associate

Catherine Loney
Vice President, Benefits Consulting

Rick Loudenback CFP®, CLU®, LUTCF, CMFC
Executive Vice President, Wealth Management

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M

Donald J. Mahlke
Senior Wealth Management Advisor

Michael Marino
Wealth Management Advisor

Maggie Maxwell
Associate

Colin McCoy, CFP®, CLU®
Senior Wealth Management Advisor

Nancy C. Medin, LUTCF
Director of Human Resources, Human Capital Advisor

Irina Melnik
Director of Operations, Employee Benefits

Robert Metcalf, ChFC®
Senior Wealth Management Advisor

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N

John Neal III
Associate 

Craig G. Nelson
Producer/Risk Consultant

Alan J. Nerad
Senior Wealth Management Advisor

Marcus B. Newman
Vice President

Brent Novoselsky, ChFC®
Vice President, Wealth Management

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O

Mike O'Brien
Benefits Consultant

Rosemary O'Brien, CPCU, ARM
Director, Personal Risk Management

Kyle Orr
Senior Consultant

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P

Christine Pavel
Director of Advanced Planning

Dan Peters, CFP®
Financial Advisor

Mark Petersen
Wealth Management Advisor

Bryan Petry
Associate

Ken Pinkham
Senior Advisor

Howard Pinto
Associate 

Jesse Pleuss, MBA, CBC
Senior Benefits Consultant

Jeff Prentice, CFP® CLU®, ChFC®, CFS, REBC
Registered Representative

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Q

R

Mitchell A. Ratnow
Vice President, Wealth Management

Eric Rauscher, CLU®, ChFC®
Vice President, Benefits Consulting

Michael L. Resnick CFP®
Senior Wealth Management Advisor

Germaine Robertson
Director of Operations, Risk Management

Brent Rosen
Senior Benefits Consultant

Eric Rosenbloom, CLTC, ChFC®
Vice President, Wealth Management

Nathan Rubenstein
Employee Benefits Associate

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S

Tina Santelli
Vice President, Benefits Consulting, GCG Enroll and Specialty Benefits

Sandra Schiffman, CLTC
Senior Associate

Matthew Schlaepfer, CLU®, ChFC®, RHU
Senior Vice President, Wealth Management

Joel Schwartz, CLU®, ChFC®, CLTC
Vice President, Wealth Management/Insurance Specialist

Bradley Shaps, AIF®
Vice President, Benefits Consulting

Barney Sidler, RHU
Senior Associate

Duane E. Stevens, CFP®, CLU®, ChFC®,CLTC, CFS
Vice President, Wealth Management

Christopher Strubel
Wealth Management Consultant

Robert Svenson
Director of Information Technology

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T

Linda J. Tarpo
Vice President, Benefits Consulting

Mark S. Tauber, CLU®, ChFC®, RHU, CASL
Vice President, Wealth Management

David Treder
Wealth Management Advisor

Bryan A. Thomas
Wealth Management Advisor
 

Cindy Tomei
Director Benefit Technology Solutions

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U

Brian Uhlig
Senior Vice President

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V

Aldo Valencia, GBDS
Senior Benefits Consultant

Gigi J.M. Verrey, ChFC®, CLU®, CLTC
Senior Wealth Management Advisor

Edward R. Vrablik,CFP®, LUTCF
Vice President, Advisor Development

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W

Thomas Wagner
Wealth Management Advisor

Stephen Walters
Employee Benefits Consultant

Nicole Weber, CFP®
Financial Planner
 

Brett Wilson
Associate

Chas Woodward
Risk Management Consultant

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X

Y

Z

Eleni Zavacos
Risk Management Consultant 

Gianni Zavacos
Risk Management Consultant