Associates

 
  • David Jacowitz, RICP, CLU, ChFC

    David Jacowitz, RICP, CLU, ChFC

    President

  • Michele Mansi

    Michele Mansi

    Director of Operations

  • Michael A Colkitt, RICP

    Michael A Colkitt, RICP

    Partner

  • Neal O. Regino

    Neal O. Regino

    Partner

  • Stephen Smith

    Stephen Smith

    Partner

  • Brian Weyman

    Brian Weyman

    Partner

  • Dan Flamma

    Dan Flamma

    Brokerage Director & Financial Advisor

  • Robert Boswell

    Robert Boswell

    Financial Advisor

  • Matthew Lempa, CLU, ChFC

    Matthew Lempa, CLU, ChFC

    Financial Advisor

  • Charles V. Creighton, CLU, ChFC

    Charles V. Creighton, CLU, ChFC

    Financial Advisor

  • Alan J. Fishman, CLU, CFP®

    Alan J. Fishman, CLU, CFP®

    Financial Advisor, Yorktown Financial Group & Evolution Financial Group

  • James Andrews

    James Andrews

    Financial Representative

  • Nick Annicchiarico

    Nick Annicchiarico

    Financial Advisor

  • Timothy Caso

    Timothy Caso

    Financial Planning Director

  • Jarrod Cerutti

    Jarrod Cerutti

    Financial Professional

  • Justin Clark

    Justin Clark

    Financial Representative

  • Thomas Corner

    Thomas Corner

    Financial Representative

  • Anthony M. Gambone

    Anthony M. Gambone

    Financial Advisor

  • Steve Gephart

    Steve Gephart

    Financial Advisor

  • Sherwood T. Goldman

    Sherwood T. Goldman

    Financial Representative

  • Steve Hacker   MBA, QKA, QPA, AIF®

    Steve Hacker MBA, QKA, QPA, AIF®

    Financial Advisor

  • Matthew Hagopian

    Matthew Hagopian

    Financial Representative

  • Eric Heishman

    Eric Heishman

    Financial Representative

  • Jillana Lawson

    Jillana Lawson

    Policyholder Service & Receptionist

  • Sarah Maliani

    Sarah Maliani

    Financial Representative

  • Bryan Marvin

    Bryan Marvin

    Financial Advisor

  • Nicholas Matika

    Nicholas Matika

    Financial Representative

  • Anne Marie Nance

    Anne Marie Nance

    New Business & Policyholder Service

  • Andrew O'Brien

    Andrew O'Brien

    Financial Professional

  • Samuel Stafford, CLU, ChFC

    Samuel Stafford, CLU, ChFC

    Financial Advisor

  • Robert Weyman

    Robert Weyman

    Recruiting Director

  • Edward E Peraria IV

    Edward E Peraria IV

    Financial Professional