Partners
Seth Medalie, CLU®, CHFC®
President
Kevin S. Schneider, CLU®
Partner/EVP
Thomas J. Harmon, CLU®, ChFC®
Partner/SVP
Talent Acquisition/Professional Development
Douglas Reiss
Director of Talent Acquisition
John "Jake" Akoury, CFP®, MBA, CLTC, AAMS
Managing Director & Training
John Brady
Managing Director
Erik Johnson
Managing Director
Peter A. Klay
Managing Director
Michel Scheinmann, JD*, CLU®, ChFC®
Director of Training
Specialists
Matthew Berard
Brokerage Manager & Disability Income Supervisor
Caroline Bonnar Christiano, MBA
Director of Marketing
Linda Diianni, CLU®, RHU®
Brokerage Manager
Gracio Garcia, AIF®
Director of Investments
Douglas Hall
Director of Employee Benefits
Mark Markell
Director of Executive Benefits
Michael Murray
Director of Employee Benefits
David P. Mercadante, MBA
Agency Control Officer
Operations
Donald Gilmore
2006-2018
Dorsy Hayes
Director of Accounting
Mary Anne Johnson
New Business Manager
Fawn Sherman
Director of Operations