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Associates
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David Jacowitz, RICP, CLU, ChFC
President
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Michele Mansi
Director of Operations
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Michael A Colkitt, RICP
Partner
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Dan Flamma
Brokerage Director & Financial Advisor
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Matthew Lempa, CLU, ChFC
Financial Advisor
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Charles V. Creighton, CLU, ChFC
Financial Advisor
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Alan J. Fishman, CLU, CFP®
Financial Advisor, Yorktown Financial Group & Evolution Financial Group
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Roshanna Campbell
Managing Director
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Nicole Cesare
Financial Representative
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Justin G. Clark
Financial Advisor, CFP®
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Anthony M. Gambone
Financial Advisor
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Steve Gephart
Financial Advisor
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Steve Hacker MBA, QKA, QPA, AIF®
Financial Advisor
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Matthew Hagopian
Financial Advisor
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Marguerite Hall
Financial Representative
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Eric Heishman
Financial Representative
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Jillana Lawson
Policyholder Service & Receptionist
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Isaac Miller
Financial Representative
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Pat Montgomery
Financial Professional
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Anne Marie Nance
New Business & Policyholder Service
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Terence Preston
Financial Representative
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Michael Rothfuss
Financial Advisor
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Samuel Stafford, CLU, ChFC
Financial Advisor
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Stefan Tunaru LUTCF
Financial Services Representative
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Michael Wilson, LUTCF
Financial Representative
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Edward E Peraria IV
Financial Professional
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Sarah Maliani
Financial Representative
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