Team Members
Management Team
- James Cerone*, CLU ChFC
Managing Partner - Peter Owh*
Managing Director - Frank Piacente*
Sales Manager - Dan Rudd*
Sales Manager - Karen Murray
Administrative Office Manager
Specialized Services
- Steve Caruso*
Director of Compliance & Supervision - Michelle Henner
Recruiting Coordinator - Thomas McKay*, CLU
Advanced Markets Director
Senior Associates
- Brad Champlin*
- Richard Curtis*
- Joseph Eduardo*
- James Fischer*
- David Goodfellow*
- Tony Murray*
- James Noonan CLU, ChFC*
- Paul Provenzano*
- Randy Schuster*
- Christopher Sloan*, MBA
- Luke Stuart, CFP®*
- Elizabeth Teall*, CFP®
- James Traylor*
- Michael Underwood*, CFP®