Broker Check

Leadership Team Members

Talent Acquisition | Learning & Development

Douglas Reiss

Douglas Reiss

Director of Talent Acquisition

John Brady

John Brady

Associate General Agent

Peter Klay

Peter A. Klay

Managing Director

Andrew Altenbach, CExP™ RICP®

Andrew Altenbach, CExP™ RICP® 

Managing Director | Financial Advisor

Specialists

Gracio  Garcia, AIF®

Gracio Garcia, AIF® 

Director of Investments

Matthew Berard

Matthew Berard

Brokerage Manager & Disability Income Supervisor

Operations

David Mercadante

David P. Mercadante, MBA

Agency Control Officer

Fawn Sherman

Fawn Sherman

Director of Operations

Dorsy Hayes

Dorsy Hayes

Director of Accounting

Mary Anne Johnson

Mary Anne Johnson

New Business Manager