Meet the Team2018-08-15T15:29:25+00:00

Meet the Team

Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”

  • Justin Duft

    JD, MSFS, CFP®, CLU®, ChFC®, CLTC – Manager, Advanced Planning
  • Kol Birke

    Senior Vice President, Technology and Financial Behavior Specialist
  • Maureen Baxter

    MBA, CLU®, ChFC® – Advanced Planning Consultant
  • Whitney Drechsler

    JD, LLM – Advanced Planning Consultant
  • Heather Zack

    JD – Advanced Planning Consultant
  • Patrick Noonan

    CFP® – Advanced Planning Consultant
  • Olivia Zaiya

    JD, MBA – Advanced Planning Consultant
  • Brad McMillan

    CFA®CAIA, MAI – Senior Vice President & Chief Investment Officer
  • Brian Price

    CFA® – Vice President, Investment Management and Research
  • Susan Kelly

    CAIA – Director, Investment Management and Research
  • Chad LaFauci

    CFA®, CAIA – Director, Real Assets
  • Jim McAllister

    CFA® – Director, Equity Research
  • Fred DeBaets

    Portfolio Manager, Fixed Income
  • Meagan Swanson

    CFA® – Manager, Fixed Income Research
  • Brian McCormick

    CIMA® – Senior Investment Research Analyst
  • Peter Essele

    CFA® – Portfolio Manager, Investment Management
  • Chris Fasciano

    Portfolio Manager, Investment Management and Research
  • Anuradha Gaggar

    CFA® – Senior Research Analyst, International and Emerging Markets
  • Joe Maduri

    CFA® – Research Analyst, Fixed Income
  • Robert Kane

    Research Analyst, Alternatives
  • Nathan Parker

    CFA® – Research Analyst, Real Assets
  • Eduardo Ciuffo

    Research Associate, Real Assets
  • Andrew Kitchings

    Investment Research Analyst
  • Michael Comiskey

    CAIA – Research Analyst, Alternatives
  • Nicholas Follett

    Research Analyst, Fixed Income
  • Chris Stuart

    CFA® – Senior Investment Research Analyst
  • Sam Millette

    Research Associate, Fixed Income
  • Peter Roberto

    Research Associate, Equity
  • Ethan Young

    Director, Insurance and Annuities
  • Shannon Brennan

    CLU®, ChFC® – Director, Insurance Operations
  • Susan Kobara

    MBA, CLTC Supervisor, Long-Term Care
  • Noah Wizer

    Vecchi CLU®, ChFC®, CLTC, CFP® – Senior Insurance Product Consultant
  • Thomas Bonner

    Insurance Product Consultant
  • Michael Callahan

    Insurance Product Consultant
  • John Henkelman

    CFP®,CLU®, CLTC, CRPC® – Insurance Product Consultant
  • Jim Doucette

    Insurance Product Consultant
  • Michele Santiago

    Insurance Product Consultant
  • Melissa Falone

    Team Lead, Insurance Operations
  • Susan Carrozza

    Case Manager
  • Jenna Maloney

    FLMI, ACS – Senior Case Manager
  • Matthew Chasey

    Case Manager
  • Ryan McNamara

    Case Manager
  • Rebecca Riter

    New Business Associate
  • Tim Helman

    New Business Associate
  • Katherine Pierce

    New Business Associate
  • Maria Lozano

    New Business Associate
  • Annie O’Sullivan

    Jennings – New Business Associate
  • Jennifer Legacy

    Associate Insurance Product Consultant
  • Matthew Glova

    CFP® Wealth Consultant
  • Guy Swain

    CFP®, CLU®, ChFC® Wealth Consultant
  • Lorraine Johnson

    CFP®, CFA Wealth Consultant, BBA in Trust & Wealth Management (MTWM)
  • Alan King

    CFP® Wealth Consultant
  • Leslie Gaddis

    CFP®, CSLP®, MBA, Director of Financial Planning Services
  • Matt Hall

    CFP® Wealth Consultant, Master's Degree in Trust & Wealth Management (MTWM)
  • Kim Feuersanger

    Office Manager
  • Christine DeSena

    Operations Analyst
  • Clara Hager

    Operations Manager
  • Noah Bainer


By working with us, we hope you will find peace of mind in knowing that you are making the right financial decisions.

Ready to talk?
Schedule a Meeting.

Want to know more?
Check out the tools our clients have access to, and see how we support our clients for a lifetime of financial peace of mind.