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.
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
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
Bryan Ruggiero
Financial Design Specialist
Melissa Vigil
Sr. Financial Design Specialist
Tia Wilson
Financial Design Specialist
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
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
Anna Marie Munno
Accounting Manager
Julisa Miller
Operations Specialist
Keith Hanley
IT Specialist
Nancy Ridge
Commissions Specialist
Sara Benavides
Executive Sales Support to Nathan Medin
Tiffany Arturo
Contracting Specialist
Wendy Proctor
Executive Sales Support to Steven Gilbert
