Edward W. Cassidy

Founder, Managing Principal

Matthew Beggs

Regional Vice President

Joseph F. Huyler Jr.

Strategic Partners

Tracy Krynick

Director Business Reporting

David Shultz

New Business Operations Manager

Jennifer Dibacco

Field Operations Assistant

Melanie Proud

Sales Operations Specialist

Moira Lowe

Principal And Chief Administrative Officer

Christine Tomko

Vice President, CFO

Bart Baxter

Wealth Management Consultant

Marily Rajpolt

Vice President Marketing

Adam Sadowski

National Sales Director