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

Melanie B. Barnard
Employee Benefits Consultant

Phillip E. Battin
Financial Advisor

Arnold J. Bender, CLU, ChFC
Senior Associate

Sheldon R. Bender
Vice President

Jim Berman
Vice President, Employee Benefits
 
Ronald A. Bernstein,CFP®, CLTC
Financial Advisor

Krista Bommarito
Compliance Officer

Lena Borski
Director of Long Term Care & Disability Sales

J.C.  Buck
Employee Benefits Consultant

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C

Brian Carlson, CFP®, CLTC
Financial Advisor

Arthur Chantler, Jr., RHU, REBC
Vice President

John  Corbett
Senior Employee Benefits Consultant

Brian  Crane
Associate

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D

Pam S. Davis, CLU, ChFC
Vice President

Adam  Dittmer
Financial Advisor

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E

Rockwood Edwards
Senior Associate

John Eichmann, CLU, ChFC, REBC
Vice President
 

John W. Elder
Manager of Client Services & Brokerage

Susan Elliott, CFP®
Financial Advisor

Matthew Evans
Associate

Ryan Evans, CLTC
Financial Consultant

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F

Steve Felker
Principal

Steven D. Franklin, CFA
Financial Advisor

Bruce Friedman
Vice President

Robert P. Friedman, CLU, ChFC
Vice President

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G

Tina Geraldi
Vice President of Ancillary & Employee Benefits

Michael Gluck
Director of Marketing

Arthur S. Gold, CLTC
Senior Associate

Peter Gottstein
Vice President


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H

Bradley S. Hammerman
Financial Advisor

Clay P. Hessel, RHU 
Vice President

Gene Hiser
Senior Associate

Jason Hiser

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

K

Jill Kaz
Financial Advisor

Michael A. Kesner, LUTCF
Vice President

Jeff Kolker, RHU
Vice President, Employee Benefits

John Kwasigroch

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L

Bill Laipple, CFS
Financial Consultant

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

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M

Don Mahlke
Financial Advisor

Cindy Mahoney, LUTCF
Producer/Risk Consultant

Jennifer Markman
Director of Recruiting

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

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N

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

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O

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

Wade Olson
Financial Advisor

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P

Laura Pesek, CLU,ChFC, CFS, CLTC
Financial Advisor

Dan Peters
Financial Advisor

Bryan Petry
Associate

Mark Pietsch
Vice President

Ken Pinkham

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

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Q

R

Mitchell A. Ratnow, LUTCF
Senior Associate

Eric Rauscher, CLU, ChFC
Vice President

Suzanne Roberts
Financial Consultant

Dory A. Rodriguez
Vice President

Brent Rosen
Financial Advisor

Eric Rosenbloom, CLTC
Financial Advisor

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S

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

Barney Sidler, RHU
Associate

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

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T

Mark Tauber, CLU, ChFC, RHU
Vice President

Joseph Thalman
Financial Advisor

Shawn E. Thomas
Financial Advisor

Julie L. Turpin
Principal

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U

Brian Uhlig
Vice President, Employee Benefits

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V

Gigi Verrey, CLU, ChFC, CLTC
Senior Associate

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W

April Ware
Senior Employee Benefit Specialist

Nicholas J. Wilkins
Financial Advisor

Julie Winslow
Financial Advisor

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X

Y

Z