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
Bill Adolph
Registered Representative
B
Phillip E. Battin
Senior Vice President
Sheldon R. Bender
Vice President
Krista Bommarito
Compliance Officer
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C
Brandon Cabbiness
Financial Advisor
Brian Carlson, CFP®, CLU®, CLTC
Vice President – Insurance & Investment Services
Arthur Chantler, Jr., RHU, REBC
Vice President
Phillip Chavez
Senior Consultant
Brandon Clouse
Financial Advisor
John Corbett
Senior Employee Benefits Consultant
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D
Pam S. Davis, CLU®, ChFC®
Vice President
Robert Dorsey
Vice President
Curtis Duffus
Financial Advisor
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E
Rockwood Edwards
Senior Associate
John Eichmann, CLU®, ChFC®, REBC
Vice President
Susan Elliott, CFP®, CLU®
Financial Advisor
Michael Engelhardt
Senior Benefits Advisor
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F
Teddy Felker
Risk Management
Rachel Fersten
Employee Benefits Consultant
John Fisher
Financial Advisor
Jeremy Fortin
Financial Advisor
Bruce Friedman
Vice President
Cory Friedman, CBC
Associate
Robert P. Friedman, CLU®, ChFC®
Vice President
Thassia Frota
Director of Information Technology
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G
Tina Santelli (Geraldi)
Vice President of Specialty Benefits Practice
Chris Ginski
Director, Key Accounts
Michael Gluck
Director of Marketing
Peter Gottstein
Vice President
H
Clay P. Hessel, RHU
Vice President
Madeline Hood, CPA
Senior Accountant
Self Funded Department
Whit Hudson
Producer/Risk Consultant
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I
J
Robert K. Janson, AIF®, CIMA®
Vice President, Investments
Joseph Jonas
Vice President
K
Jill Kaz
Financial Advisor
Michael A. Kesner, LUTCF
Vice President
Jeff Kolker, RHU
Vice President, Employee Benefits
Daniel J. Kuhl Jr.
Financial Consultant
John Kwasigroch
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L
Kit Lancaster
Financial Advisor
David A. Laube, AIF®, CLU®, CFS, ChFC®, CLTC
Financial Advisor
Dawn Lauret,
Vice President, Employee Benefits
Rachel Lazzara
Financial Advisor
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, CLU®, CFP®, LUTCF, CMFC
Executive Vice President
Jim Lorenz
Vice President
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M
Don Mahlke
Financial Advisor
Colin McCoy, CLU®, CFP®
Financial Advisor
Nancy C. Medin
Director of Human Resources
Charles Melka, CFP®, CLTC
Senior Associate
Robert Metcalf, ChFC®
Senior Associate
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N
Craig G. Nelson
Producer/Risk Consultant
Alan J. Nerad
Financial Advisor
Marcus B. Newman
Vice President
Michael Norins
Registered Representative
Brent Novoselsky, ChFC®
Vice President
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O
Rosemary O'Brien, CPCU, ARM
Director of Private Client Services
Timothy E. O'Donnell
Financial Advisor
Kyle Orr
Senior Consultant
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P
Dan Peters
Financial Advisor
Mark Petersen
Registered Representative
Bryan Petry
Associate
Kevin J. Phillips
Financial Advisor
Ken Pinkham
Financial Advisor
Steven A. Pippenger
Financial Advisor
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
Eric Rauscher, CLU®, ChFC®
Vice President
Michael Resnick
Financial Advisor
Germaine Robertson
Director of Operations
Brent Rosen
Associate
Eric Rosenbloom, CLTC, ChFC®
Vice President
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S
Tina Santelli
Vice President of Specialty Benefits Practice
Tim Schermerhorn
Employee Benefits Consultant
Sandy Schiffman
Senior Associate
Matt Schlaepfer, CLU®, ChFC®, RHU
Executive Vice President
Joel Schwartz, CLU®, ChFC®, CLTC
Vice President
Bradley Shaps
Financial Advisor
Barney Sidler, RHU
Senior Associate
Duane Stevens, CLU®, CFS, CFP®, CLTC, ChFC®
Vice President
Daniel P. Strandberg
Vice President
Christopher Strubel
Financial Advisor
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T
Mark Tauber, CLU®, ChFC®, RHU
Vice President
Joseph Thalman
Financial Advisor
Shawn E. Thomas
Financial Advisor
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U
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V
Aldo Valencia
Vice President
Gigi Verrey, CLU®, ChFC®, CLTC
Senior Associate
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W
April Ware
Senior Employee Benefit Specialist
Nicole Weber
Financial Planner
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