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
Financial Advisor

B

Phillip E. Battin
Senior Vice President

Mary Bauer
Director of Operations

Mark Beaton
Financial Advisor

Arnold J. Bender, CLU®

, ChFC

®
Investment Advisor Representative

Sheldon R. Bender
Vice President

Jim Berman
Senior Vice President, Employee Benefits
 
Ronald A. Bernstein, CFP®

, CWS

®, CLTC
Financial Planner

Natalie L. Blatnick
Recruiting Specialist

Krista Bommarito
Compliance Officer

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C

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

Brian  Crane
Vice President

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D

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

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E

Rockwood Edwards
Senior Associate

John Eichmann, CLU®, ChFC®, REBC
Vice President

Michael Engelhardt
Senior Benefits Advisor

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F

Steve Felker
Principal

Teddy Felker
Producer/Risk Consultant

John Fisher
Financial Advisor

Kelly Fitzpatrick
Financial Planning & Investment Support Specialist

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

Andrew Gluck, CFA
Managing Director of Wealth Management

Michael Gluck
Director of Marketing

Arthur S. Gold
Senior Associate

Peter Gottstein
Vice President


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H

Ed Haibt
Associate Advisor


Bradley S. Hammerman, CFP®
Financial Advisor

Stephen Hellebush
Wealth Management Advisor

Clay P. Hessel, RHU 
Vice President

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

Dan Krueger
Director of Key Accounts 

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 Lawton (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, Wealth Management

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

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M

Don Mahlke
Financial Advisor

Michael Marino
Associate 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

Kyle Orr
Senior Consultant

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P

Christine Pavel
Director of Advanced Planning

Dan Peters, CFP®
Financial Advisor

Mark Petersen
Financial Advisor

Bryan Petry
Associate

Kevin J. Phillips
Senior Advisor

Ken Pinkham
Senior Advisor

Steven A. Pippenger
Financial Advisor

Jesse Pleuss, MBA, CBC
Senior Benefits Consultant

Drew Powers
Financial Advisor

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

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

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U

Brian Uhlig
Vice President

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V

Aldo Valencia
Vice President

Gigi Verrey, CLU®, ChFC®, CLTC
Senior Associate

Matt Voell
Associate Advisor

Ed Vrablik, LUTCF
Vice President of Advisor Development 

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W

Stephen Walters
Employee Benefits Consultant

Nicole Weber
Financial Planner
 

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X

Y

Z