Biographies
Herb Daroff, JD*, CFP, AEP
Director Estate & Business Planning
Jennifer Shea, J.D*, MBA, CFP®
Advanced Markets Specialist & Director of Planning
Mark McManus
Senior Vice President, Annuities and Long Term Care Specialist
Rachele Stivaletta, CRPC®
Partner & Financial Planner
Richard Petrucci, JD*, CPA, CFP®
Director Advanced Markets
Robin Lovely, MBA, CFP®, CDFA™, RICP®
Founder & Managing Partner
Sara Enos, CASL®, WMCP®
Wealth Manager & Financial Planner