Since 1999, leading wealth managers and financial institutions who embrace the future of the industry have been partnering with PCN to help elevate their planning experience, take exceptional care of their clients' wealth protection needs, and grow their business better. 

 As a nationally recognized financial partnership community built upon shared values, PCN delivers unbiased wealth protection consultation, world-class products, streamlined technology, and a strong back office to successfully incorporate comprehensive insurance planning into Registered Investment Advisory Firms', Broker-Dealers', and Independent Financial Professionals' unique business models.

Insurance

Investment Management

Jamie Kosharek

Cltc® Jake Spaccarotelli

Laura Lynch

Neil Willoughby

Jacqueline Duggan

Amy Frederick

Toni Frosheiser

Leslie Sells

Nick Mueller

The Leadership Team at PCN is responsible for setting the strategic direction and vision of the organization, ensuring alignment with the company's mission to enhance wealth protection and elevate client experiences. Comprising the President and Vice President, the team focuses on fostering growth, building partnerships, and driving innovation in financial services to support wealth managers and institutions in navigating the evolving landscape of the industry.

Leadership Team

Sales and Marketing Specialists

Leadership Team

About

Team members

Other teams at PCN

Sales and Marketing Specialists