Broker Check

Leadership Team Members

TALENT ACQUISITION / PROFESSIONAL DEVELOPMENT

Douglas Reiss

Douglas Reiss

Director of Talent Acquisition

John Brady

John Brady

Managing Director

Peter Klay

Peter A. Klay

Managing Director

SPECIALISTS

Matthew Berard

Matthew Berard 

Brokerage Manager & Disability Income Supervisor

Gracio  Garcia

Gracio Garcia, AIF® 

Director of Investments

Douglas Hall

Douglas Hall 

Director of Employee Benefits

Mark Markell

Mark Markell 

Director of Executive Benefits

David Mercadante

David P. Mercadante, MBA

Agency Control Officer

Michael Murray

Michael Murray

Director of Employee Benefits

OPERATIONS

Dorsy Hayes

Dorsy Hayes

Director of Accounting

Mary Anne Johnson

Mary Anne Johnson

New Business Manager

Fawn Sherman

Fawn Sherman

Office Manager