Thanks for stopping by! From our early years as a company, we’ve stood by a simple belief that the quality of our people was paramount to our success. It’s proven true and today we are proud to work with such a talent-rich team… one of the best in the industry.
Please accept this invitation to call us and allow us to discuss how we can share the benefit of our unique marketing knowledge with you.

Home Office Directory


Executive

Vincent Munno, CFP®, CLU®

President & CEO

Nathan Medin

Senior Partner

Steven Gilbert

Senior Vice President

Steven Heller

Vice President of Business Development

Jorge Villar

Director of Advisor Development

Natalie Vasacas

Operations Director

Jeff Mowry

Sr Financial Designer

Carly Mirando

Marketing Director and Executive Sales Support


Sales & Marketing

Benjamin Clark

Life Insurance and Annuity Consultant

Dan DeMarco

Sr. Life Insurance and Annuity Consultant

David Smith

Life Insurance and Annuity Consultant

Gavin Boyden

Life Insurance and Annuity Consultant

Hamid Memari

Life Insurance and Annuity Consultant

Jacob Brigati

Life Insurance and Annuity Consultant

Kyle Milani

Life Insurance and Annuity Consultant

Matt Linklater

Sr. Life Insurance and Annuity Consultant

Olivier Amiot-Priso

Life Insurance and Annuity Consultant

Patrick Gawrych

Sr. Life Insurance and Annuity Consultant

Scott Saffe

Director, Annuity Division


Financial Design

Bryan Ruggiero

Financial Design Specialist

Melissa Vigil

Sr. Financial Design Specialist

Tia Wilson

Financial Design Specialist


Premium Finance

Abdullah Syed

First Year Finance Specialist

Alex Menocal

Finance Funding & Renewal Specialist

Jack Holland

First Year Finance Specialist

James Gray

First Year Finance Team Leader

Jennifer Joyner

Finance Funding & Renewal Specialist


Case Management

Anita Castellano

Sr. Case Management Specialist

Gina Burken, ALMI®, ACS®

Case Management Specialist

Reginald Macon

Case Management Specialist

Sue Asberry, ALMI®, ACS®

Sr. Case Management Specialist


Operations

Anna Marie Munno

Accounting Manager

Julie Stokes

Reception

Julisa Miller

Operations Specialist

Keith Hanley

IT Specialist


Commissions

Nancy Ridge

Commissions Specialist

Sara Benavides

Executive Sales Support to Nathan Medin

Tiffany Arturo

Contracting Specialist

Wendy Proctor

Executive Sales Support to Steven Gilbert