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Our Professionals

Robert Hall, CRFA

President & Founder

Beth Hall

Chief Financial Officer

Rhonda Camacho

Administrator

Josh Mickley

Senior Strategic Growth Advisor

Kris Berrie

System and Implementation Specialist

John M. Graves

Sales and Legal Research Specialist

Todd G. Civiello

Insurance Producer and Retirement Planner

Aaron J. Maassel

Insurance Producer and Retirement Planner

David Romans

Public Relations Manager

Cathy Mace

Tax Professional

Erron Barrino

Client Concierge

Barbara Cripple

HECM Specialist

Visane Kongmanichanh

Insurance Producer and Retirement Planner

Joe Pronio

Insurance and Retirement Planner

Bruce Grishkevich

Insurance Producer and Retirement Planner

Leah Grishkevich

Insurance Producer and Retirement Planner

Kevin Krawczyk

Insurance Producer and Retirement Planner

Michael Engler

Insurance Producer and Retirement Planner

John Schiavo

Insurance Producer and Retirement Planner

Faunus Doney

Insurance Producer and Retirement Planner

Pam Desjardins

Insurance Producer and Retirement Planner

Thomas Graybeal

Property and Casualty Insurance Agent

Derek Karr

Property and Casualty Insurance Agent

A. Michael Trombino, J.D.

Insurance Producer and Retirement Planner

Joe Street

Strategic Growth Advisor