160 Gould Street, Suite 310, Needham, MA 02494
Seth Medalie, CLU®, CHFC®
President
Kevin S. Schneider, CLU®
Partner/EVP
Thomas J. Harmon, CLU®, ChFC®
Partner/SVP
Douglas Reiss
Director of Talent Acquisition
Associate General Agent
Peter A. Klay
Managing Director
Andrew Altenbach, CExP™ RICP®
Managing Director | Financial Advisor
John "Jake" Akoury, CFP®, MBA, CLTC, AAMS
Director of Training
Michel Scheinmann, JD*, CLU®, ChFC®
Caroline Bonnar Christiano, MBA
Director of Marketing
Gracio Garcia, AIF®
Director of Investments
Matthew Berard
Brokerage Manager & Disability Income Supervisor
Linda Diianni, CLU®, RHU®
Brokerage Manager
David P. Mercadante, MBA
Agency Control Officer
Fawn Sherman
Director of Operations
Dorsy Hayes
Director of Accounting
Mary Anne Johnson
New Business Manager