John Adams Vaccaro CFP®, CLU®
Chief Executive Officer

Nina Arrigo
Database Administrator

Regis Beauclair
Client Service Associate

Doris Berliner (not pictured)
Administrative Assistant

William Durkin Jr.
Operations Manager

George Keith
President & COO

Todd Latham
Chief Technology Officer

Tim Looney
Chief Financial Officer

Maggie Pangrazio (not pictured)
Sales Assistant

Marsha Piltz
Administrative Assistant

Mary Roland (not pictured)
Client Relations Team Manager

Herbert C. Rosenthal, CLU®, ChFC®
Municipal & Business Planning Specialist

Susan Roth
Director of Business Development

Jeff Sargent (not pictured)
Chief Compliance Officer

Joseph Tatusko CFP®, CFA
Chief Investment Officer

Grisel Williams
Receptionist